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Green deserts: a final frontier for forest carbon?
Is there potential to afforest any of the world’s 11bn acres of arid and semi-arid lands, by desalinating and distributing seawater? Energy economics do not work in the most extreme deserts (e.g., the Sahara). Buy $60-120/ton CO2 prices may suffice in semi-arid climates. The best economics of all use waste water from oil and gas,…
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Can carbon-neutral fuels re-shape the oil industry?
Fuel retailers have a game-changing opportunity seeding new forests, outlined in our 26-page note. They could offset c15bn tons of CO2 per year at a competitive cost, well below c$50/ton. We 15-25% uplifts in the value of fuel retail stations, allaying fears over CO2, and benefitting as road fuel demand surges after COVID.
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Ten Themes for Energy in the 2020s
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to TSE clients.
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Lost in the Forest?
In 2019, Shell pledged $300M of new investment into forestry. TOTAL, BP and Eni are also pursuing similar schemes. But can they move the needle for CO2? In order to answer this question, we have tabulated our ‘top five’ facts about forestry. We think Oil Majors may drive the energy transition most effectively via developing…
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