Energy and AI: the power and the glory?
…shale forecasts, especially in the Marcellus, and sustain the growth of US gas demand through 2035. Charts and numbers are on pages 17-18. We look forward to discussing and debating…
Midstream opportunities in the energy transition?
…(e.g., gasoline) while scaling up products that do (e.g., jet fuel, BTXs, intermediates for polymers). Looking by region, we also see continued growth through 2030 in US shale output. (7)…
Low-carbon baseload: walking through fire?
…reliability are all cross-plotted in the charts on pages 4-8. Gas value chains are lowest-cost overall in the US, especially when developed directly in shale basins. Observations, discussion points and…
AI and power grid bottlenecks?
…shale basins? When we assess all of the lower-carbon options, their levelized costs and other dimensions that AI will end up prioritizing, then we find it will be best to…
Global gas turbines by region and over time?
…of US shale gas, as a low cost source of baseload power, thus displacing coal, which continues in our US natural gas outlook. Forecasts through 2030 are also given in…
Energy Transition Technologies?
The energy transition technologies are aggregated in this data-file, scoring their economics, technical readiness, and decarbonization potential, as assessed apples-to-apples across all of Thunder Said Energy’s energy transition research. $999.00 – Purchase…
Ventures for an Energy Transition?
This database tabulates almost 300 venture investments made by 9 of the leading Oil Majors, as the energy industry advances and transitions. $799.00 – Purchase Checkout Added to cart The largest portion…
Dreaming of Electric Frac Fleets?
In 2019, the virtues of switching diesel-powered frac fleets to gas-powered electric have been extolled by companies such as EOG, Shell, Baker Hughes, Halliburton, Evolution and US Well Services. The…
Permian Pipeline Bottlenecks?
This data-file tracks c50 oil and gas pipelines in the Permian basin — their route, their capacity and their construction progress — in order to assess the severity of pipeline…
CO2 Intensity of Drilling Oil Wells?
This data-file estimates the CO2 intensity of drilling oil wells, in our usual units of kg/boe. The calculations are conducted bottom-up, based on fuel consumption at onshore, offshore and deep-water…