the research consultancy for energy technologies
…used in their topsides, jackets, hulls, wells, SURF and pipelines. Included are the world’s largest FPSOs, platforms and floating structures; as well as new resources in shale, deepwater-GoM, Guyana, pre-salt…
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%…
…data-file. Tracking Shale Completions from Space? Another debate in 2020 is whether the shale industry is slowing down, in activity terms, in productivity terms, or whether it is staring to…
…company, Data Gumbo. c10% cost savings may be achieved for fragmented supply chains, such as US shale, by analogy to other digital procurement platforms we have evaluated in the past….
…at c3,900 per year. 2020 has slowed by 6%. But the headline figures mask a c36% correction in the US, masked by 33% expansion of Chinese shale ambitions. Remarkably, in…
…the downturn, benefit from dislocation and thrive in the recovery. This 14-page research note finds clear leaders in onshore, offshore, shale, LNG and digital, while others in the industry may…
…back fully from production cuts by mid-2021. Yet this year’s disruption to shale and across the wider industry will drain a further 2.5bn bbls from inventories by mid-2023. It takes…
…support passable IRRs in the shale industry (model also below). But on top of this, global gas value chains can bring delivered cost to $6-8/mcf (2-3c/kWh). The biggest challenge, we…
…in 2026-30 (model here) as OPEC and US shale (model here) offset decline rates elsewhere. LNG supplies rise from 400MTpa in 2023 to 660MTpa by 2030 (risked) but the increases…
…also shifting to smaller assets (renewables, shale), where the main risks are systemic ones that impact all assets, such as particularly non-windy years or possible kamikaze policies such as fracking…