Floating LNG: do the costs work?
A 2.5MTpa Floating LNG vessel using the Golar/PRICO process would cost c$700/tpa, or $1.1/mcfe. A $2.5/mcf liquefaction-spread is therefore needed for a 10% return. The key economic risk is ‘uptime’….
LNG regasification: the economics?
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.8/mcf on its gas imports,…
Liquefied CO2 carriers: CO2 shipping costs?
…Best placed to capture the opportunity are companies with existing experience in LNG, and LNG shipping. Economics of CO2 shipping in this data-file can also be compared with LNG shipping….
CO2 intensity of natural gas value chains?
…as a function of eight input variables: such as production techniques, methane leakage, sour gas processing, LNG liquefaction, LNG tanker distances and pipeline distances. $499.00 – Purchase Checkout Added to cart Scope…
North Field: sharing the weight of the world?
North Field gas production is now the most important conventional energy source on the planet. It produces 4% of world energy, 20% of global LNG and aims to ramp another…
Energy trading: value in volatility?
…quantified the growing value of diverting flexible LNG contracts to higher value markets on pages 10-13. https://thundersaidenergy.com/downloads/global-lng-offtake-contracts-and-spot-market-development LNG portfolios are most likely to benefit from rising volatility in the global…
Heavy truck costs: diesel, gas, electric or hydrogen?
…CNG trucks, LNG trucks, electric trucks and hydrogen trucks (chart below). Electric trucks with 4-6 ton batteries, and 700-1,000km ranges, likely cost $110-170k more (i.e., 2x) than a typical diesel…
Decarbonization in Europe: but is there enough gas?
…this, an incremental 85MTpa of LNG must be sourced by 2030, absorbing one third of new global LNG supplies, and stoking mid-2020s LNG shortages. $449.00 – Purchase Checkout Added to cart Policy…
Gas diffusion: how will record prices resolve?
…renewables deployment (page 7). Will it accelerate LNG? In theory yes. Our expectations for future gas prices should unlock 15-20% IRRs at new LNG projects, and our growth forecasts are…
Density of gases: by pressure and temperature?
…methane at 1 bar of pressure and 20ºC has a density of 0.67 kg/m3. LNG at -163ºC is 625x denser at 422 kg/m3. And CNG at 200-bar has a density…