Search results for: “shale”
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Flaring reduction: screen of service and equipment companies?
This data-file is a screen of companies that can reduce routine flaring and reduce the ESG impacts of unavoidable residual flaring. The landscape is broad, ranging from large, listed and diversified oil service companies with $30bn market cap to small private analytics companies with
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Oil markets: the next up-cycle?
2022 oil markets now look 2Mbpd under-supplied, portending another industry up-cycle. Excess inventories from the COVID crisis have been drained by early-2021, allowing OPEC to ramp back. Yet a further 2.5bn bbls will drain by mid-2023. It takes until 2024 for oil markets to re-balance. Inventories remain historically low until late in the decade.
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Global gas supply-demand in energy transition?
Global gas supply-demand is predicted to rise from 400bcfd in 2023 to 600bcfd by 2050, in our outlook, while achieving net zero would require ramping gas even further to 800bcfd, as a complement to wind, solar, nuclear and other low-carbon energy. This data-file quantifies global gas demand and supply by country.
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Hydraulic Fracturing: where’s the IP?
This data-file tracks 17,000 hydraulic fracturing patents filed by geography, by company, by year, since 2010. 2020 has slowed by 6% from peak, with a c36% US slowdown masked by a 33% Chinese expansion. Remarkably, in 2019, the leading Chinese Major filed more patents than the leading US Service provider. The full data-file ranks the companies.
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Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30. Energy markets can be well-supplied from 2025-30, barring and disruptions, but only because emerging industrial superpowers will continuing using high-carbon coal.
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Blockchain in the Oil & Gas Supply Chain
This datafile tabulates ten examples of deploying Blockchain in the oil and gas industry since 2017; including companies and cost savings. Most prior examples are in trading. For 2020, we are particularly excited by the broadening of Blockchain technologies into the procurement industry, which can deflate shale costs.
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Silica producers: screen of leading companies?
Highly pure silica sand, with well over 95% SiO2 content and less than 0.6% iron oxide, is an important resource used in making glass, metal foundries, “proppant” for hydraulic fracturing in the oil and gas industry and making high-grade silicon (for chips and PV silicon). The market is 350MTpa. This data-file is a screen of…
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World’s largest energy assets: by category and risk?
The largest hydrocarbon mega-projects are still 10-25x larger than the world’s largest solar and offshore wind projects. Risks are different in each category. But on a risked basis, global energy supplies may come in c2% lower than base case forecasts
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US E&Ps turn to ESG?
Of the largest 15 shale E&Ps, the proportion with ESG slides in their quarterly presentations has exploded by 4.5x in the trailing twelve months, from 13% in 3Q18 to 60% in 3Q19. The progress is tracked in this short data-file.
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Re-Frac Economics. How much uplift?
Re-fracturing Permian and Eagle Ford shale wells holds potential at higher oil prices. Our base case assumes $0.5M NPV/well uplifts, and $45/bbl breakevens. Higher prices and process-enhancements can unlock $2-3M of NPV10/well. Oxy and Devon lead the technical literature.
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