Search results for: “small scale LNG”
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Gas dehydration: costs and economics?
Gas dehydration costs might run to $0.02/mcf, with an energy penalty of 0.03%, to remove around 90% of the water from a wellhead gas stream using a TEG absorption unit, and satisfy downstream requirements for 4-7lb/mmcf maximum water content. This data-file captures the economics of gas dehydration, to earn a 10% IRR off $25,000/mmcfd capex.
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India: electricity demand and power grid over time?
India’s electricity demand is growing by 6-8% (+100-140 TWH) per year, but 75% of the total still comes from coal, which has itself grown at a 5% CAGR over the past half-decade. Wind and solar would need to grow 4x faster than 2023 levels for thermal generation just to flatline. What implications and opportunities for…
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Global energy demand by end use?
This data-file is a breakdown of global energy demand by end use, drawing across our entire research library, to disaggregate the global energy system across almost 50 applications, across transportation, heat, electricity, materials and manufacturing. Numbers, calculations, efficiencies and heating temperatures are in the data-file.
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Offshore oilfields: development capex over time in Norway?
Across 130 offshore oil fields in Norway, going back ato 1975, real development capex per flowing barrel of production has averaged $33M/kboed. Average costs have been 2x higher when building during a boom, when one-third of projects blew out to around $100M/kboed or higher. The data support countercyclical investment strategies in energy.
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Energy security: right to self-determine?
The average major economy produces 70% of its own energy and imports the other 30%. This 12-page note explores energy self-sufficiency by country. We draw three key conclusions: into US isolationism; Europe’s survival; and the pace of EV adoption, both in China and in LNG-importing nations.
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Air Products: ammonia cracking technology?
Can we de-risk Air Products’s ammonia cracking technology in our roadmaps to net zero, which is crucial to recovering green hydrogen in regions that import green ammonia from projects such as Saudi Arabia’s NEOM. We find strong IP in Air Products’s patents. However, we still see 15-35% energy penalties and $2-3/kg of costs in ammonia…
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China coal production costs?
China coal production costs are estimated on a full-cycle basis in this data-file, averaging $75/ton across large listed miners, with assets in Shanxi, Inner Mongolia and Shaanxi. The costs are increasing at $1.3/ton/year, as mines move deeper and into smaller seams. Smaller regional have 1.5-2x higher costs again, and will hit LNG price parity around…
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eHighways: trucking by wire?
eHighways electrify heavy trucks via overhead catenary wires. They have been de-risked by half-a-dozen real-world pilots. High-utilization routes can support 10% IRRs on both road infrastructure and hybrid trucks. This 15-page report finds benefits in logistics networks and for integrating renewables?
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Global trade: imports and exports, by product, by region?
Global trade is set to hit a new peak of $33trn in 2024 (30% of global GDP), of which 70-80% is for goods and 20-30% is for services. This data-file disaggregates global trade by product by region, across c20 categories of energy, materials and capital goods, which we follow in our research, and which are…
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European energy: the burial of the dead?
Europe’s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europe’s energy options; predicts how policies are going to change; and re-forecasts Europe’s gas and power balances, both to 2030 and to 2050.
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