Shale EOR: Container Class
Will Shale-EOR add another leg of unconventional upside? The topic jumped into the ‘Top 10’ most researched shale themes last year, hence we have reviewed the opportunity in depth. Stranded…
US Shale: the second coming?
Future US shale productivity can still rise at a 5% CAGR to 2025, based on evaluating 300 technical papers from 2020. The latest improvements are discussed in this 12-page note,…
Who else wants more shale?
The Majors’ deepening interest in shale was illustrated by Chevron’s $50bn acquisition of Anadarko. Consolidating in the Permian fits our ‘Winner Takes All‘ thesis. But who else wants more shale…
Explaining Shale: Can Machine Learning Capture Complexity?
…improve by 19-97%. Shale is a data industry. “Big data” approaches are the only way to capture the complex inter-correlations within shale’s productivity drivers. As shown below, well EURs are…
China’s Shale Challenge?
…Chinese shale gas industry. This data-file tabulates the most-cited challenges, and the solutions that are suggested to combat them. It also includes our “top ten conclusions” on Chinese shale gas….
CO2-EOR in shale: the holy grail?
What if there were a technology to sequester CO2, double shale productivity, earn 15-30% IRRs and it was on the cusp of commercialization? Promising momentum is building, at the nexus…
US shale: our outlook in the energy transition?
This presentation covers our outlook for the US shale industry in the energy transition, and was presented at a recent investor conference. The presentation is free to download for TSE…
US shale: the economics?
This data-model breaks down the economics of US shale, in order to calculate NPVs, IRRs and oil price break-evens of future drilling in major US basins (predominantly the Permian, but…
The cutting edge of shale technology?
The database evaluates 950 technical papers that have been presented at shale industry conferences from 2018-2020. We have summarised each paper, categorized it by topic, by author, by basin, ‘how…
U.S. Shale: Winner Takes All?
Shale is a ‘tech’ industry. The technology keeps improving at an incredible pace. But Permian technology is improving fastest, extending its lead over other basins. These are our conclusions from…