Decarbonize shipping: alternative fuel costs?
…that is shipped. Alternative shipping fuels add 0.1 – 3.3% to this baseline cost. LNG is most competitive, adding just c10% to total shipping costs in LNG-fueled ships – possibly…
Global shipping and the switch from fuel oil?
…estimated for each category. Distributions of weight and LNG fuel-equivalence are split for the four largest categories. We see 40-60MTpa upside to LNG demand from 2040, led by cruise-ships and…
Is gas a competitive truck-fuel?
We have assessed whether gas is a competitive trucking fuel, comparing LNG and CNG head-to-head against diesel, across 35 different metrics (from the environmental to the economic). Total costs per…
European gas and power model: natural gas supply-demand?
…and lowest carbon gas in the world. Recently, Russian supplies have collapsed, while our outlook sees a large pull on global LNG through 2030. We think this will support LNG…
Energy Technologies and Energy Transition
…the mid-2020s. Oil Markets: the next up-cycle? (July-2020, 4-pages) On the road: long-run oil markets after COVID-19? (May-2020, 17-pages) LNG: deep disruptions and a 100MTpa shortfall? (Apr-2020, 6-pages) 2050 oil…
Biden presidency: our top ten research reports?
…are reversed. https://thundersaidenergy.com/downloads/2020-oil-markets-bounding-the-uncertainty/ https://thundersaidenergy.com/downloads/us-shale-the-economics/ (7) Under-investment in gas? Where US shale growth slows, there is clearly going to be less associated gas available to feed US LNG facilities. But there…
China Energy Demand and CO2 Emissions, 2000-2060
…to in our net zero scenario. This increase is equivalent to 900 MTpa of LNG, 2x today’s total global LNG market, although a portion will be piped gas, not LNG….
Japan: nuclear restart tracker?
…Added to cart In 2010, before the Fukushima crisis, Japan produced 292 TWH of nuclear electricity, which would have required about 40MTpa of LNG imports if it had all been…
Global gas supply-demand in energy transition?
…Global LNG demand would almost need to treble to meet this ramp-up, linking to our model of global LNG supplies. Within today’s LNG market, 25% flows to Europe, 20% to…
European gas: anatomy of an energy crisis?
…in 2021, equivalent to 60MTpa of LNG, and we wonder how much of this demand can come back with LNG capacity additions, thereby muting fears of over-supplied LNG markets. https://thundersaidenergy.com/downloads/long-term-lng-supply-model/…