Search results for: “LNG”
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Material and manufacturing costs by region: China vs US vs Europe?
Material and manufacturing costs by region are compared in this data-file for China vs the US vs Europe. Generally, compared with the US, materials costs are 10% lower in China, and 40% higher in Germany, although it depends upon the specific value chain. A dozen different examples are contrasted in this data-file, especially for solar…
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Load bearing: will solar+gas be cheaper than gas alone?
The costs to power a real-world load – e.g., a data center – with solar+gas will very often be more expensive than via a standalone gas CCGT in the US today. But not internationally? Or in the future? This 9-page note shows how solar deflation and load shifting can boost solar to >40% of future…
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eHighways: trucking by wire?
eHighways electrify heavy trucks via overhead catenary wires. They have been de-risked by half-a-dozen real-world pilots. High-utilization routes can support 10% IRRs on both road infrastructure and hybrid trucks. This 15-page report finds benefits in logistics networks and for integrating renewables?
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Global trade: imports and exports, by product, by region?
Global trade is set to hit a new peak of $33trn in 2024 (30% of global GDP), of which 70-80% is for goods and 20-30% is for services. This data-file disaggregates global trade by product by region, across c20 categories of energy, materials and capital goods, which we follow in our research, and which are…
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European energy: the burial of the dead?
Europe’s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europe’s energy options; predicts how policies are going to change; and re-forecasts Europe’s gas and power balances, both to 2030 and to 2050.
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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…
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Should a shale rig switch to gas-fuel?
Should a shale rig switch to gas-fuel? We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig. This is after a >20% IRR on the rig’s upgrade costs. The economics make sense. However, converting the entire Permian rig count to run on…
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Fast-charge the electric vehicles with gas?
There is upside for natural gas, as EV penetration rises: we model that gas turbines can economically power fast-chargers for 13c/kWh. Carbon emissions are lowered by c70% compared with oil. And the grid is spared from power demand surges. Download our data-file to stress-test the sensitivities.
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Net zero Oil Majors: four cardinal virtues?
Attaining ‘Net Zero’ can uplift an Energy Major’s valuation by c50%. This means emitting no net CO2, either from the company’s operations or from the use of its products. This 19-page report shows how a Major can best achieve ‘net zero’ by exhibiting four cardinal virtues. Decarbonization is not a threat but an opportunity.
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Energy security: the return of long-term contracts?
Spot markets have delivered more and more ‘commodities on demand’. But is this model fit for energy transition? Many markets are now short, causing explosive price rises. Sufficient volumes may still not be available at any price. This note considers a renaissance for long-term contracts.
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