Search results for: “LNG”
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Global commodity trade: by product by region?
Commodities comprise over $6trn of of the world’s $33trn pa in global trade, or around 20%, alongside $10trn in services, $2trn of electronic goods, $1trn in cars, $1trn in mechanical capital goods. This data-file breaks down global commodity imports and exports, by country and by region.
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Energy Transition Technologies?
This data-file “scores” the top technologies to transform the global energy industry and the world, as assessed by Thunder Said Energy. Each one is scored based on technical readiness, economic impact and the level of work we have conducted.
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China’s Shale Challenge?
This data-file quantifies the most-discussed challenges for developing Chinese shale gas, after a review of the technical literature, as well as the solutions suggested to combat them, and our “top ten conclusions” on Chinese shale.
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US shale: outlook and forecasts?
This model sets out our US shale production forecasts by basin. It covers the Permian, Bakken and Eagle Ford, as a function of the rig count, drilling productivity, completion rates, well productivity and type curves. US shale likely adds +1Mbpd/year of production growth from 2023-2030, albeit flatlining in 2024, then re-accelerating on higher oil prices?
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US Shale Gas to Liquids?
Shell filed 42 distinct new patents around GTL in 2018. This data-file reviews them, showing how the broad array of GTL products confers defensiveness and downstream portfolio benefits. Hence, we have modeled the economics of “replicating” Pearl GTL in Texas. Our base case is a 11% IRR taking in 1.6bcfd of stranded gas from the…
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CO2 concentrations in industrial exhaust streams?
The aim of this data-file is to compile CO2 concentrations in industrial exhaust streams, as a molar percentage of flue gas. This matters for the costs of CO2 separation. Most promising CCS candidates are bio-ethanol plants, industrial hydrogen production and some gas processing, followed by cement and steel plants.
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US shale gas: the economics?
This data-file breaks down the economics of US shale gas, in order to calculate the NPVs, IRRs and gas price breakevens. There is a perception that the US has an infinite supply of gas at $2/mcf, but rising hurdle rates and regulatory risk may require higher prices.
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Energy transition: top commodities?
This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.
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Rocket fuels: an overview?
This data-file profiles five rocket fuels, based on data from 100 rockets: kerosene, hydrogen, solid fuels, nitrogen tetroxides and an exciting new-comer, LNG. Notably, SpaceX and Blue Origin are tilting away from hydrogen/kerosene and towards LNG.
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Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30. Energy markets can be well-supplied from 2025-30, barring and disruptions, but only because emerging industrial superpowers will continuing using high-carbon coal.
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