The Ascent of LNG?
…new technologies may unlock materially more LNG demand than is currently embedded in consensus expectations. Leading companies with leading LNG projects may benefit. [/restrict] Please log in to view this…
2050 oil markets: opportunities in peak demand?
…substitute oil for gas, reconfigure refineries for changing product mixes, and to ensure that the world’s remaining oil needs are supplied as cleanly and efficiently as possible. Leading companies will…
At the cutting edge of EOR?
This data-file summarises 120 patents into Enhanced Oil Recovery, filed by the leading Oil Majors in 2018. Based on the data, we identify the “top five companies” and what they…
Guyana: carbon credentials & capital costs?
…emissions per barrel, including flaring policies, refining quality, midstream proximity, proprietary gas turbine technologies from ExxonMobil’s patents and leading digital technologies around the industry. Our conclusion is that leading companies…
Solar Use within the Oil Industry?
…the project details. Leading examples include the use of concentrated solar for steam-EOR in Oman and California, Solar PV in the Permian, and leading efforts from specific companies: such as…
Upgrading Catalysts: lower refinery temperatures and pressures?
…being pioneered by the different companies. Combining all the best-in-class new catalysts in the datafile, we think the average refinery could save 5kg/bbl of CO2 intensity: across hydrocracking, FCCs, steam…
New Diverter Regimes for Dendritic Frac Geometries?
…standalone. The patent is increasing evidence that Oil Majors are now innovating at the cutting edge of shale, in order to drive productivities higher. For a review of which companies…
Portfolio Construction for Energy Majors?
This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…
Permian CO2 Emissions by Producer
…CO2 intensity is -52% correlated with operator production volumes, which suggests CO2 intensity can be reduced over time, as the industry grows and consolidates into the hands of larger companies….
Gas Gathering: how much CO2 and Methane?
…after analysing 850 facilities’ EPA disclosures. Very detailed and comparable disclosures are broken out for US gas gathering, to screen for leaders and laggards. Covered companies include Antero, BP, Denbury,…