Search results for: “shale”
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Ten Themes for Energy in 2020
Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite us most in 2020, among commodities, drivers of the energy transition, market perceptions and corporate strategies.
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EOG’s Digitization: Pumped-Up?
EOG patented a new digital technology in 2019: a load assembly which can be built into its rod pumps: to raise efficiency, lower costs and lower energy consumption (i.e., CO2). This short note reviews the patent, illustrating how EOG is working to further digitize its processes, maximise productivity and minimise CO2 intensity.
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CO2 Intensity of Oilfield Supply Chains
What is more CO2-intensive: the c4,000 truck trips needed to complete a shale well, or giant offshore service vessels (OSVs), which each consume >100bpd of fuel? This data-file quantifies the CO2 intensity of supply-chains, for 10 different resource types, as a function of 30 input variables.
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Permian CO2 Emissions by Producer
This data-file tabulates Permian CO2 intensity, based on regulatory disclosures from 20 of the leading producers to the EPA. The data are disaggregated by company, across 18 different categories, such as combustion, flaring, venting, pneumatics, storage tanks and methane leaks. There are opportunities to lower emissions.
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Fugitive methane: what components are leaking?
This data-file looks through 35 technical papers to tabulate methane leaks from different components around the oil and gas industry. The largest are losses of well control (up to 1MTpa), then mid-downstream facilities (up to 10kTpa), compressors (up to 100T), pneumatic devices, wellheads and liquid unloading (up to 10T).
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CO2 Intensity of Drilling Oil Wells?
This data-file estimates the CO2 intensity of drilling oil wells, based on the fuel consumption of different rig types. Drilling wells is not the largest portion of the oil industry’s total CO2 intensity. Nevertheless there is a 50x spread between the best barrels at prolific onshore fields and the worst barrels at mature deepwater assets.
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Permian Pipeline Bottlenecks?
This data-file tracks 50 oil and gas pipelines in the Permian basin — their route, their capacity and their construction progress — in order to assess the severity of pipeline bottlenecks. Oil bottlenecks are moderate, but will ease into 2020. Gas bottlenecks are more severe and remain so.
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Dreaming of Electric Frac Fleets?
In 2019, the virtues of switching diesel-powered frac fleets to gas-powered electric have been extolled by companies such as EOG, Shell, Baker Hughes, Halliburton, Evolution and US Well Services. The chief benefit is a material cost saving, quantified per well in this data-model, as a function of the frac fleet size, its upgrade costs, its…
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Ventures for an Energy Transition?
This database tabulates c300 venture investments, made by 9 of the leading Oil Majors. Their strategy is increasingly geared to advancing new energies, digital technologies and improving mobility. Different companies are compared and contrasted, including the full list of venture investments over time.
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Enhanced geothermal: technology challenges?
This data-file tabulates the greatest challenges and focus areas for harnessing deep geothermal energy, based on reviewing 30 recent patents from 20 companies in the space. We conclude that recent advances from the unconventional oil and gas industry are going to be a crucial enabler.
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