CO2 Intensity of Oilfield Supply Chains

This data-file calculates the CO2 intensity of oilfield supply chains, across ten different resources, as materials are transported to drilling rigs, frac crews, production platforms and well pads. Different resources…

Why the Thunder Said?

This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process……

Fugitive methane: what components are leaking?

This data-file looks through 35 different technical papers and data-sources to tabulate the methane leaks from different components around the oil and gas industry. The largest leaks per event are…

Permian CO2 Emissions by Producer

This data-file tabulates Permian CO2 intensity based on regulatory disclosures from 20 of the leading producers to the EPA in 2018. Hence we can calculate the basin’s upstream emissions, in…

The Top Public Companies for an Energy Transition

This data-file compiles all of our insights into publicly listed companies and their edge in the energy transition: commercialising economic technologies that advance the world towards ‘net zero’ CO2 by…

US CO2 and Methane Intensity by Basin

CO2 and methane intensities are tabulated for 300 distinct company positions across 9 distinct basins in this data-file. Using the data, we can aggregate the total CO2 in (kg/boe) and…

Ten Themes for Energy in 2020

Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite…