the research consultancy for energy technologies
…shale-EOR (note here). CO2 utilization aims to make valuable use of the CO2 molecules rather than simply pumping them into the ground. Enhancing the concentration of CO2 in greenhouses can…
…past 20-years, matching the trend in global oil demand by country. The largest increases in oil production have come from the United States (+0.6Mbpd/year, due to US shale growth), Iraq…
…past decline rates, of 5.7%. Although the rise of shale is seen increasing global decline rates, this is apparently being outweighed by the rise of digital technologies and offshore innovations….
…and their CO2 content, downloadable here. Our positive outlook on US LNG is further underpinned by our positive outlook on US shale. Conclusions: path dependency? The numbers above are not…
…present their low carbon credentials in order to re-attract capital and potentially re-rate. Theme #5 is our outlook for the US shale industry in 2020, following on from Themes 2-4….
…of 2022, there is no sign yet that Europe is seriously considering long-term supply growth. Although there is vast potential in European shale. Europe has doubled its reliance on imports…
…alternative is to allocate more capital to companies that offer attractive returns and also have lower carbon contributions than their peers: such as lower-CO2 oil and gas producers, shale producers,…
…year, denting oil to $30/bbl, and halving the US rig count. A 1Mbpd YoY shale curtailment by April 2021 brings the market back into balance by 2022. But there is…
…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 note argues it is not…
…from 90bcfd of gas production in 2021 to 130-150bcfd of gas production by mid-late decade (model here). The marginal hub-level cost to ramp US shale gas is $2-3/mcf (model here)….