Flare gas capture: the economics?
…the gas, cleaning the gas, and compressing the gas into a regional pipeline. $399.00 – Purchase Checkout Added to cart Generally, double-digit returns are achievable at a large new shale pad, by…
Oil: what happens when you defer or curtail production?
…but generally we expect shut-ins and deferrals during the 2020 COVID crisis will lower effective production capacity. The Winners. Generally, super-giant Middle East carbonate reservoirs and recently completed shale wells…
Turning the tide: is another offshore cycle brewing?
…by ramping up short-cycle shale, instead of another offshore cycle? We answer this pushback on pages 10-11. Is another offshore cycle compatible with the energy transition and global decarbonization? We…
Ten Themes for Energy in 2021?
…eventual under-supply in conventional oil and gas markets (pages 10-13). (5) Shale productivity is likely to disappoint during the recovery, albeit temporarily (pages 14-15). (6) Project FIDs will need to…
Oil markets: in the balance? (1Q21)
…output. Out to 2025, $60-70/bbl oil should suffice to balance oil markets, while higher prices could draw in 3Mbpd more shale and 1Mbpd more Saudi oil, plus a buffer of…
Oil markets: more balanced than ever before?
…+1.6Mbpd pa of shale growth. But generally we expect greater under-supply ahead in other commodities linked to the energy transition. The full modelling behind this 4-page note is available here….
Global coal supply-demand: outlook in energy transition?
…from the US, where coal production peaked at 1GTpa in the 2010s, before shale gas ramped to 80bcfd. Thus US coal declined to 500MTpa in 2021. Although questions about the…
Energy transition: the world turned upside down?
…ones. Increasing energy supplies will be determined by what can actually increase. The largest option is coal, then short-cycle shale, as quantified on pages 6-8. Doubling down on new energies…
CH4 context: the largest methane leaks of all time?
…pure environmental downside. At least coal mines produce coal. Second, there are companies working hard to lower their methane emissions, especially in US shale. For example, they are replacing the…
Exploration capex: long-term spending from Oil Majors?
…Mexico) and increasingly for short-cycle shale. During the last oil and gas cycle, the largest increases in exploration investment occurred in Africa, other Americas, Australasia; and to a lesser extent…