Decarbonized gas: ship LNG out, take CO2 back?
Can you transport CO2 in LNG carriers? This 14-page report explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat…
LNG trucks: Asian equation?
LNG trucking is more expensive than diesel trucking in the developed world. But Asian trucking markets are different, especially China, where exponentially accelerating LNG trucks will displace 150kbpd of oil…
Shell: the future of LNG plants?
…conferring a $4bn NPV and 4% IRR advantage over industry standard greenfields. Smaller-scale LNG, modular LNG and highly digitized facilities are particularly abetted. This 16-page note reviews Shell’s operational improvements,…
LNG in the energy transition: rewriting history?
A vast new up-cycle for LNG is in the offing, to meet energy transition goals, by displacing coal and improving industrial efficiency. 2024-25 LNG markets could by 100MTpa under-supplied, taking…
US LNG: new perceptions?
…we expect most of the LNG will be ‘Clear LNG’ with no embedded Scope 1&2 emissions (page 9). The challenges and bottlenecks for achieving this US LNG ramp are addressed…
Costs of an LNG fuelling station
We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average…
LNG plant footprints: compaction costs?
…have over 20,000 workers on site at any one time, which will be challenging amidst COVID. US LNG projects have been smaller, at c30-acres per MTpa, as high-quality input gas…
Small-scale wind turbines: leading companies?
This screen compares the offerings of a dozen companies providing small-scale wind turbines, with power ratings in the range of 30kW of power, for residential energy generation. Costs range from…
Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…
Floating LNG: do the costs work?
…risk is ‘uptime’. This file contains our workings; including cost-estimates across 17-categories, such as compressors, heat-exchangers, vessel-costs, et al. Costs are compared for smaller-scale and onshore plants in later tabs….