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%;…
LNG in the energy transition: rewriting history?
A vast new up-cycle for LNG is in the offing, to meet energy transition goals, by displacing coal and improving industrial efficiency. 2024-25 LNG markets could by 100MTpa under-supplied, taking…
US LNG: new perceptions?
…we expect most of the LNG will be ‘Clear LNG’ with no embedded Scope 1&2 emissions (page 9). The challenges and bottlenecks for achieving this US LNG ramp are addressed…
Small-Scale LNG liquefaction Costs: New Opportunities?
Cutting-edge LNG technologies can deliver 15% pre-tax IRRs, taking in $3/mcf gas and selling $10/mcf LNG: even after scaling down to nano-sized 4kTpa units. This data-file shows our workings, across…
Costs of an LNG fuelling station
We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average…
LNG plant footprints: compaction costs?
This data file tabulates the acreage footprints and peak worker counts at c20 recent LNG projects. It is interesting how these variables are likely to change over time, to lower…
LNG liquefaction: what challenges and opportunities?
…LNG process units and their fabrication. The full data-file spells out our conclusions, with details on each of the underlying patents, a review of companies filing LNG patents in 2020….
Mozambique LNG: Can Chevron create more value?
It would be unwise to under-estimate the complexity of creating a new LNG province, with a 50MTpa prize on the table in Mozambique. After the first two trains are in…
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 in this 7-page note we evaluate ExxonMobil greenfield LNG plant construction technology, particularly…
Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…