Power from Shore: the economics?
We model the economics of powering an oil platform from shore, using cheap renewable power instead of traditional gas turbines. This can lower upstream CO2 emissions by 5-15kg/bbl, or on…
The Most Powerful Force in the Universe?
…alternative is to allocate more capital to companies that offer attractive returns and also have lower carbon contributions than their peers: such as lower-CO2 oil and gas producers, shale producers,…
LNG liquefaction: the economics?
…A base LNG case project is likely to earn a c10% real, unlevered IRR at $7.5/mcf. The economics are most sensitive to gas pricing and capex; and somewhat less sensitive…
Molten Carbonate Fuel Cells: CCS plus Power? The Economics?
Molten Carbonate Fuel Cells could be extremely promising, generating electrical power from natural gas as an input, while also capturing CO2 from industrial flue gases through an electrochemical process. We…
Molten Carbonate Fuel Cells: capture carbon, generate electricity?
…combustion facilities; while at the same time, efficiently generating electricity and heat from natural gas. The first pilot plant was due to be tested in 1Q20, by ExxonMobil and FuelCell…
Electric Vehicles Increase Fossil Fuel Demand?
…of EVs is seen growing exponentially. The finding is a strong positive for natural gas, as outline in our new 13-page note. $329.00 – Purchase Checkout Added to cart Pages 2-3 outline…
Electric Vehicles Increase Fossil Fuel Demand?
…manufacture each EV than the net road fuel it displaces each year; while the manufacturing of EVs is seen growing exponentially. The finding is a strong positive for natural gas….
Fugitive methane: what components are leaking?
This data-file looks through 35 different technical papers and data-sources to tabulate the methane leaks from different components around the oil and gas industry. $299.00 – Purchase Checkout Added to cart The…
Decarbonized power: how much wind and solar fit into the optimal grid?
…further 2-5x to accommodate just 3-15% more renewables. The lowest-cost, zero-carbon power grid, we find, comprises c25% renewables, c25% nuclear and c50% decarbonized gas, with an incentive price of 9c/kWh….
The future of offshore: fully subsea?
…best-placed operators and service providers, versus others that will be disrupted. Overall, the theme supports the ascent of low-carbon natural gas, which should treble in the energy mix by 2050….