Gold hydrogen: the economics?
…such as white hydrogen and orange hydrogen. We have drawn on our models of shale gas production, other gas field production, pressure swing adsorption, gas dehydration, gas sweetening, gas pipelines,…
Leading Companies in DAS?
This data-file quantifies the leading companies in Distributed Acoustic Sensing (DAS), the game-changing technology for enhancing shale and conventional oil industry productivity. For operators (chart above), our rankings are based…
Oil markets: rising volatility?
Oil markets endure 4 major volatility events per year, with a magnitude of +/- 320kbpd, on average. Their net impact detracts -100kbpd per year. OPEC and shale have historically buffered…
Underinvestment risks in the energy transition?
…(i.e., shale). But there will also be negative consequences, risking long-run supply shortages of oil and coal. Companies are also being pressured to ‘harvest’ their existing assets, rather than maximising potential value…
Where is oil industry R&D focused?
Shale comprises c5% of global supply and c20% of global R&D; while offshore comprises c30% of global supply, but <10% of global R&D, according to our estimates. This simple file…
Why the Thunder Said?
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
Machine Learning on Permian Seismic?
…you would like to read our latest deep-dive note on shale-technology it is linked here. The full database, covering all 300 technical papers is available here. Patent Source: Meek, R.,…
Re-Frac Economics. How much uplift?
This model assesses the production-uplifts and well-level economics of re-fracturing shale wells in the Permian and the Eagle Ford, to improve recovery of previously missed pay. The opportunity is interesting…
Patent Leaders in Energy
…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….
Oil industry CO2 per barrel?
…and downstream. Different resources are compared using our methodology. Relative advantages are seen for large, well-managed offshore oilfields and shale. Relative disadvantages are seen for heavy crudes (e.g., Oil Sands,…