Search results for: “shale”
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Origen Carbon: DAC breakthrough?
Origen Carbon Solutions is developing a novel DAC technology, producing CaO sorbent via the oxy-fuelled calcining of limestone with no net CO2 emissions. It is similar to the NET Power cycle, but adapted for a limestone kiln. The concept is very interesting. Our base case costs are $200-300/ton of CO2. This data-file contains our Origen…
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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. OPEC and shale have historically buffered out the volatility, so annual oil output is 70% less volatile than renewables’ output. This 10-page note explores the numbers and the changes that lie ahead?
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Midstream opportunities in the energy transition?
The midstream industry moves molecules, especially energy-molecules, and especially in pipelines. Despite the mega-trend of electrification, there are still strong midstream opportunities in the energy transition, backstopping volatility and moving new molecules. This short note captures our top ten conclusions. (1) Our overall outlook on the US midstream industry sees the total tonnage of molecules…
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Moving targets: molecules, electrons or bits ?!
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The latter is best. Latency is a non-issue. Thus AI reshapes the future of US shale, midstream and fiber-optics?
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AI and Power Grid Bottlenecks: TSE Presentation, June-2024
Energy transition is entering a new era of power grid bottlenecks linked to the rise of AI, rising volatility, and materials high-grading. These themes are kingmakers for gas, midstream, marketing, efficiency, metals and advanced materials. What matters most for AI is rapidly-available, scalable baseload, which could be decarbonized in the future,at low cost. Hence data-centers…
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Oil: what happens when you defer or curtail production?
The aim of this data-file is to tabulate technical papers into production deferrals at oil and gas fields. The impact depends on the reservoir type, but generally we expect shut-ins during the 2020 COVID crisis will lower effective production capacity. Shale and Middle East producers could be relatively better placed.
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European gas and power model: natural gas supply-demand?
European gas and power markets will look better-supplied than they truly are in 2023-24. A dozen key input variables can be stress-tested in the data-file. Overall, we think Europe will need to source over 15bcfd of LNG through 2030, especially US LNG.
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Oil markets: meltdown?
There is now a 75% chance of an oil rout in 2020, with prices falling to $20-40/bbl. Our updated Monte Carlo models, outlined in this 4-page report, reflect the demand destruction due to COVID19 and the breakdown of OPEC’s accord. The range of uncertainties is vast, c5x higher than at YE19. But our base case…
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Upstream technology leaders: weathering the downturn?
Leading technologies correlate 50-80% with ROACEs and -88% with costs in the energy industry. Hence, we assessed 6,000 patents from 2018-19, to determine which Energy Majors are best-placed to weather the downturn, benefit from dislocation and thrive in the recovery. We find clear leaders in onshore, offshore, shale, LNG and digital.
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Oil markets: the aftermath?
Oil and gas pricing could rebound sharply to the upside after the COVID crisis. Where we have long feared 2-3Mbpd of structural over-supply, continuing out to 2025, our new models suggest an 85% chance of under-supplied markets from mid-2021 onwards, following the loss of 4.5Mbpd of shale growth and c3Mbpd of greenfield growth. This 4-page…
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