Decarbonise Downstream?
…margins. Pages 10-12 models the costs of post-combustion carbon capture, which could cut CO2 intensities by 25-90%, but also risks cutting margins by $2-4/bbl. Pages 13-14 present the opportunity for…
CO2-Labelling for an Energy Transition?
…renewables, 26% by shifting to less CO2-intensive fossil fuels (which still grow in absolute terms to 2050), 27% through carbon capture initiatives and 30% through industrial efficiency gains and demand-side…
Global CCS Projects Database
…not to double-count them. About c100 of the projects are hubs, which gather someone else’s CO2. Clearly, if I capture 1MTpa from my auto-thermal hydrogen unit, feed it into your…
Can carbon-neutral fuels re-shape the oil industry?
…credits are assessed on pages 8-10, adjusting for the drawback that some of these carbon credits are not “real” CO2-offsets. The economics of future forest projects to capture CO2 are…
If a tree falls in a forest…
…to capture the CO2 for sequestration (including using MCFCs, an exciting technology that we recently reviewed in depth, chart below). It is better if the wood is not burned, but…
Do Methane Leaks Detract from Natural Gas?
…gas gathering, processing and distribution to end-customers (chart below), in order to capture the methane emissions expected across the entire gas value chain. This takes our estimate for total US…
CO2 disposal in geologic formations: the economics?
…is c$20/ton. This is the disposal price needed to earn a 10% post-tax IRR, transporting, injecting and monitoring CO2 in the sub-surface. This model captures the economics and costs of…
US shale: the quick and the dead?
…650 technical papers. Chevron, Conoco and ExxonMobil lead our screens. We profile where they have an edge, to capture upside in the industry’s dislocation and recovery. Disconcertingly absent from the…
Renewable diesel: the economics?
Our aim of this model is to capture the economics of different green diesel plants: specifically, converting waste oils into renewable diesel via hydro-processing; and converting biologically derived oils into bio-diesel…
Waste heat recovery: heat exchanger costs?
…global heat exchanger market value at around $20bn per year as of 2022, as captured in our database of market sizing. But heat exchange becomes increasingly important to accelerate efficiency…