US shale: outlook and forecasts?
…on higher oil prices. Our shale outlook is also summarized below. $899.00 – Purchase Checkout Added to cart What outlook for shale in energy transition? Shale is a technology paradigm where well…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
…it remains negative on the shale sector, as it cannot run shale oil effectively through its refineries, which are geared to cracking and coking heavy oils. IMO 2020 sulphur regulation…
European shale: an overview?
Overview of European shale. Europe has 15 TCM of technically recoverable shale gas resources according to an assessment from the EIA in 2013, which remains the best overview, almost ten…
Wet sand: what impacts on shale breakevens and CO2?
…water to cultivate nature based solutions (also below). https://thundersaidenergy.com/2019/12/08/shale-growth-what-if-the-permian-went-co2-neutral/ https://thundersaidenergy.com/2020/07/10/green-deserts-a-final-frontier-for-forest-carbon/ Shale thus sets the marginal cost in oil markets, as our numbers require of 2.5Mbpd of shale growth each year…
Shale oil: fractured forecasts?
…We spent summer of 2017, reading several hundred technical papers from the US shale industry, and published a 200-page book arguing shale was a “new technology paradigm, a digital revolution,…
US shale gas: the economics?
…oil on shale oil (model here) or at $2.8/mcf on shale gas. We think 100bn bbls of recoverable shale resources remain in the US and ultimately, liquids production could be…
CO2 intensity of shale: breakdown by category?
The CO2 intensity of shale oil averages 25kg/bbl, on a Scope 1&2 basis, of which 60% is from gas flaring and methane leaks. This model disaggregates CO2 emissions of shale…
US Shale: No Country for Old Completion Designs
…reviewing 350 technical papers, published by the shale industry in summer-2019. Major improvements are gathering momentum, in shale-EOR, machine learning techniques, digitalization and frac fluid chemistry. $499.00 – Purchase Checkout Added to…
Shale: Upgrade to Fiber?
Completing a shale well depends on over 40 variables. Each one can be optimised using data. It follows that next-generation data will deliver next-generation shale productivity. Hence our new, 25-page…
Chevron: SuperMajor Shale in 2020?
…we assessed Chevron’s shale patents, to identify technologies that could support guidance for 900kboed of Permian production by 2023. Page 3 sets out Chevron’s technologies for shale exploration and appraisal,…