Upstream technology leaders: weathering the downturn?
…the downturn, benefit from dislocation and thrive in the recovery. This 14-page research note finds clear leaders in onshore, offshore, shale, LNG and digital, while others in the industry may…
…the downturn, benefit from dislocation and thrive in the recovery. This 14-page research note finds clear leaders in onshore, offshore, shale, LNG and digital, while others in the industry may…
…Industries like cement kilns and blast furnaces can have 10-40% CO2 in their exhaust gas. Ethanol and LNG plants are higher again, and can produce almost pure CO2. Costs will…
…2023-2030, albeit flatlining in 2024, then re-accelerating on higher oil prices. Amazingly, there is potential to underpin a 100-200MTpa US LNG expansion, with just 20-50 additional rigs. Although recently we…
…be captured or offset. The biggest challenges are geopolitics and sourcing enough LNG. $499.00 – Purchase Checkout Added to cart The vastness of China’s industrial economy is outlined on pages 2-4. China’s…
…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…
…routes (pages 11-12). Which companies benefit? We explore implications for leading capital goods companies, chemicals companies and small-scale LNG on page 13. A new infrastructure industry would also be required,…
…new-comer, LNG. Although hydrogen provides the greatest specific impulse, a measure of a rocket’s thrust per fuel mass, we actually find a surprising trend away from liquid hydrogen in rocket…
…who prefer LNG units). The CO2 emissions will include 1 mol of CO2 per mol of methane. That mol of CO2 weighs 44 grams. Hence if you divide 44 grams…
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….
…4-6. Challenge #2 for liquid spot markets is that even after prices explode, sufficient supplies may still not be available at any price. We zoom in on LNG as an…