Carbon offsets: ocean iron fertilization?
…the impedance of light by materials such as sinking organic matter (our screen below finds a rich improvement in autonomy and precision of concepts for the oil and gas industry)….
Organic Rankine Cycles: the energy economics?
…by evaporating a liquid into a high-pressure gas, then expanding the gas across a turbine, before re-condensing it. The mechanical energy can be used to drive a generator and produce…
Very long term historical commodity prices and disruptions?
…note linked here. https://thundersaidenergy.com/2020/09/03/great-white-whales-the-end-of-oil-and-gas/ Agricultural commodities followed the pattern of deflating in the 19th century, followed by sharp rises since the inflationary shocks of the 1970s. Generally, wheat prices and…
Combined heat and power: the economics?
…the grid, due to high efficiency capturing and using exhaust heat in CHPs. Economic sensitivities can be stress-tested, including to power prices, gas prices, thermal efficiencies and system sizes (examples…
Costs of CCS with the amine process?
This data-file models the costs of amine process CCS , capturing post-combustion CO2 from exhaust gases using the amines, in order to calculate what CO2 price is necessary to earn…
Deep blue: cracking the code of carbon capture?
…its saviour. Crucial economies of scale are guaranteed by deploying both technologies together. The combination is a dream scenario for gas producers. This 22-page note outlines the opportunity and costs….
Biomass power: costs, levelized costs and BECCS?
…is 3x more than a MWH of gas-power. 90% of biomass CO2 emissions could have been avoided if trees were left standing or waste wood was landfilled. Our merit order…
Geothermal energy: what future in the transition?
Drilling wells and lifting fluids to the surface are core skills in the oil and gas industry. Hence could geothermal be a natural fit in the energy transition? This 17-page…
How much land is available for reforestation?
…Consequently, there is room for 85Mbpd of oil and 400TCF of gas in a decarbonized energy system, while half of all ‘new energies’ technologies are overly expensive and may not…
Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?
…different markets. Is your energy transition market sizing realistic? Well-established capital goods sectors include oil services ($300bn pa), compressors ($140bn pa), switchgear ($110bn pa), industrial valves ($100bn pa), gas turbines…