Search results for: “LNG”
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LNG as a Shipping Fuel: the Economics
This data-file provides line-by-line cost estimates for LNG as a shipping fuel, for trucked LNG, small-scale LNG and bunkered LNG. After IMO 2020 regulations buoy diesel pricing, it should be economical to fuel newbuild ships with small-scale LNG; and in the US it should be economical to convert pre-existing ships to LNG.
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Small-Scale LNG liquefaction Costs: New Opportunities?
Small-scale LNG technologies can be economic at $10/mcf, generating 15% pre-tax IRRs, off $3/mcf input gas. This data-file tabulates the line-by-line costs of typical small-scale LNG technologies (SMRs, N2 expansion). Against this baseline, we model a more cutting-edge technology, which preserves strong economics at c25x smaller scale.
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Greenfield LNG: Does Exxon have an edge?
For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence this 7-page note evaluates ExxonMobil’s technology for constructing greenfield LNG plants, particularly in remote geographies. Its technical leadership stands out from our analysis of 3,000 patents across the industry. This matters as Exxon progresses new LNG investments in…
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Shell: the future of LNG plants?
Shell is revolutionizing LNG project design, based on reviewing 40 of the company’s gas-focused patents from 2019. The innovations can lower LNG facilities’ capex by 70% and opex by 50%; conferring a $4bn NPV and 4% IRR advantage over industry standard greenfields. Smaller-scale LNG, modular LNG and highly digitized facilities are particularly abetted. This note…
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Costs of an LNG fuelling station
We have tabulated the costs of constructing an LNG-fuelling station across 55 cost lines, totalling €1M/site. c$10/mcf may be added to the cost of gas as a fuel.
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LNG plant footprints: compaction costs?
This data file tabulates the acreage footprints of c20 recent LNG projects. FLNG is 20x more compact than a comparable onshore plant, which may elevate costs. To benefit from compactness, we see more potential in novel “liquefaction” technologies.
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LNG in transport: scaling up by scaling down?
Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics and opportunities for LNG as a transport fuel.
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LNG liquefaction: what challenges and opportunities?
This data-file reviews 40 recent LNG patents, to draw conclusions and identify leading companies. Lowering capex costs matters, but should not be done at the expense of higher opex or emissions. The next generation of modular plants offer a step-change improvement. And new process technologies are also coming through.
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LNG trucks: Asian equation?
LNG trucking is more expensive than diesel trucking in the developed world. But Asian trucking markets are different, especially China, where exponentially accelerating LNG trucks will displace 150kbpd of oil demand in 2024. This 8-page note explores the costs of LNG trucking and sees 45MTpa of LNG displacing 1Mbpd of diesel?
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Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates for the world’s leading LNG-consumers. On top of this, we overlay the upside from two nascent technology areas, which could add 200MTpa of potential upside to the market. Backup workings are included.
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