Search results for: “gas”
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Helium production: the economics?
This economic model captures the production costs of helium, which is cryogenically extracted from low concentrations in natural gas. $200/mcf helium prices can support 10% IRRs on a resource with 2% helium content. $400-1,000/mcf spot prices can unlock 50-100% IRRs and trigger a capex boom. Economics can be stress-tested in this data-file.
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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, Eagle Ford, Marcellus/Utica and Haynesville, as a function of the rig count, drilling productivity, completion rates, well productivity and type curves. The data-file was last updated in May-2025, revising liquids growth negative in 2025-26, which in turn tightens US…
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Flaring reduction: screen of service and equipment companies?
This data-file is a screen of companies that can reduce routine flaring and reduce the ESG impacts of unavoidable residual flaring. The landscape is broad, ranging from large, listed and diversified oil service companies with $30bn market cap to small private analytics companies with
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VoltaGrid: mobile micro-grid technology?
VoltaGrid has become the largest provider of mobile, natural gas reciprocating engines in the US, reaching GW-scale in 2025, in order to rapidly energize data centers, e-frac operations in shale, and other micro-grids in mining and industry amidst power grid bottlenecks. This data-file reviewed VoltaGrid’s mobile micro-grid technology and patents.
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Global energy market model for the energy transition?
This data-file is a global energy market model for the energy transition. It contains long-term energy supply-demand forecasts by energy source; based on a dozen core input assumptions. Total useful energy consumed by human civilization rises from 80,000 TWH pa to 140,000 TWH pa by 2050. The mix is 30% gas, 30% solar, 15% oil,…
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LNG liquefaction technologies: an overview?
This data-file is an overview of different LNG liquefaction technologies: APCI, APX, Optimised Cascade, Fluid Cascade, DMR, SMR, PRICO and MMLS. A typical LNG liquefaction plant has energy intensity of 280kWh/ton, consuming 5% of the input gas entering the plant, with 20kg/boe of Scope 1&2 CO2 intensity. But efficient and electric-drive compression can lower these…
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UK grid volatility as renewables gain share?
This data-file contains the output from some enormous data-pulls, evaluating UK grid power generation by source, its volatility, and the relationship to hourly traded power prices. We conclude the grid is growing more expensive and volatile, with the increasing share of wind.
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Global coal supply-demand: outlook in energy transition?
Global coal use likely hit a new all-time peak of 8.8GTpa in 2024, of which 7.6GTpa is thermal coal and 1.1GTpa is metallurgical. The largest consumers are China (5GTpa), India (1.3GTpa), other Asia (1.2GTpa), Europe (0.4GTpa) and the US (0.4GTpa). This model presents our forecasts for global coal supply-demand from 1990 to 2050.
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Air quality: sulphur, NOx and particulate emissions?
The flue gas of a typical combustion facility contains c7% CO2, 60ppm of NOx, 40ppm of SOx and 2ppm of particulate dusts. This is our conclusion from tabulating data across 75 large combustion facilities, mainly power generation facilities in Europe. However, the range is broad. As a rule of thumb, gas is cleanest, biomass and…
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Membrane Technology and Research: CCS breakthrough?
Membrane Technology and Research Inc. (MTR) is a private company, specializing in membrane separations, for the energy industry, chemicals and increasingly, CCS. Its Gen 2-3 Polaris membranes have 50x CO2:N2 selectivity, 2,000-3,000 GPU permeabilities, and are at TRL 6-7. Is there a moat?
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