Search results for: “gas”
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Decarbonization in Europe: but is there enough gas?
A lack of gas is likely to slow down Europe’s energy transition in the 2020s. This is the conclusion in our new 12-page note, which captures basic EU policy objectives. An incremental 85MTpa of LNG must be sourced by 2030, absorbing one third of new global LNG supplies and stoking shortages.
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Gas turbines: what market size in energy transition?
CHP systems are 20-30% lower-carbon than gas turbines, as they capture waste heat. They are also increasingly economical to backstop renewables. Amidst uncertain policies, the market size for US CHPs could vary by a factor of 100x. We nevertheless find 30 companies well-placed in a $9trn global market.
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Insulation: deliver us from gas shortages?
Insulating materials slow the flow of heat from a warm house by 30-100x. But 60-90% of today’s housing stock is 30-70% under-insulated. We think renovation rates could treble as gas shortages re-prioritize energy savings. This 12-page note screens who might benefit.
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Decarbonized gas: ship LNG out, take CO2 back?
This note explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat exchange with the LNG regas stream, then (iii) then send the liquid CO2 back for disposal in the return journey of the LNG tanker. There are some logistical headaches, but no technical show-stoppers.…
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Midstream gas: pipelines have pricing power ?!
FERC regulations are surprisingly interesting!! In theory, gas pipelines are not allowed to have market power. But they increasingly do have it: gas use is rising, on grid bottlenecks, volatile renewables and AI; while new pipeline investments are being hindered. So who benefits here? Answers are explored in this 13-page report.
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How a CO2 price improves industrial efficiency in oil and gas?
This data-file looks through 20 technologies that can reduce the CO2 intensity of the oil and gas sector. A CO2 price of $40/ton would effectively encourage 10% CO2 reductions that are already economic but have not yet taken place, while an $80/ton CO2 price could incentivize total decarbonization of 20%.
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Efficient frontiers: improvements from a CO2 price within oil and gas?
A CO2 price of $40-80/ton could double the pace of industrial efficiency gains in the oil and gas sector, eliminating 15-20% of its CO2 emissions, as outlined in this 14-page note. Cost-curves would steepen in E&P and refining. Technology leaders benefit. Spending would also accelerate, particularly for heat exchangers, compressors, digitization and electrification projects.
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Greenhouse gas: use CO2 in agriculture?
Enhancing CO2 in greenhouses can improve yields by c30%. It costs $4-60/ton to supply this CO2, while $100-500/ton of value is unlocked. The challenge is scale, limited to 50MTpa globally. Around 50Tpa of CO2 is supplied to each acre of greenhouses. But only c10% is sequestered.
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Energy transition: solar and gas -vs- coal hard reality?
This 15-page note outlines the largest changes to our long-term energy forecasts in five years. Over this time, we have consistently underestimated both coal and solar. Both are upgraded. But we also show how coal can peak after 2030. Global gas is seen rising from 400bcfd in 2023 to 600bcfd in 2050.
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Industrial gas separation: swing producers?
Swing Adsorption separates gases, based on their differential loading onto zeolite adsorbents at varying Pressures. The first PSA plant goes back to 1966. Today, tens of thousands of PSA plants purify hydrogen, biogas, polymers, nitrogen/oxygen and possibly in the future, can capture CO2? This 16-page note explores the technology, costs, challenges, companies.
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