Permian CO2-EOR: pushing the boundary?
…mechanism and economics are covered in detail in our deep-dive note, Shale-EOR, Container Class. But what is happening at the leading edge, as companies try to seize the opportunity? To…
Scooter Wars?
…commercialisation for quarter-of-a-century. Page 3 assesses the leading companies, all of which launched in late-2017 or early-2018, and have since raised $1.5bn. Pages 4-5 compares the energy-economics of electric scooters…
Johan Sverdrup: Economic Model
We have modelled the economics of Equinor’s Johan Sverdrup oilfield, using public disclosures and own estimates. Our model spans >250 lines of inputs and outputs, so you can flex key…
Mero: Economic Model
We have modeled the economics of the Mero oilfield (formerly known as Libra), using public disclosures and our own estimates. Our model spans >250 lines of inputs and outputs, so…
US Shale Gas to Liquids?
…emanating from the Permian; and produce these advantaged products. It would also help reduce the risk of US LNG projects glutting the market. We therefore model the economics in this…
Global LNG supply model: by project and by country?
…progressing pre- and post-FID LNG projects. LNG liquefaction economics are modeled here. In turn, this hands upside to incumbent LNG producers. We also see upside for spot cargoes in a…
Subsea Robots: the next generation?
…solutions could be very material for offshore economics, improving oilfield decline rates and maintenance costs. Innovations include: Residing subsea for c1-year at a time, by re-charging in subsea “docking” stations….
Disrupting Agriculture: Energy Opportunities?
…annum US livestock industry. We recommend the report. It is linked here. Thunder Said Energy Re-Thinks Food and Agriculture Energy PF energy economics are transformative. The rumen of cow is…
Biofuel technologies: an overview?
…CO2 intensities and yields per acre. While biofuels can be lower carbon than fossil fuels, they are not zero-carbon, hence continued progress is needed to improve both their economics and…
Guyana: Economic Model
…expectation for the block’s ultimate value, resources, production volumes, cash flows, capex and per-barrel economics. Sensitivities can modeled as a function of oil prices, WACCs, resource volumes and other costs….