No items found.

PEP Library
Thought Leadership
Research

PEP-CaST: How to Capture Emitters for CCUS - Report 2

Full Post
Report 2: Economics of Carbon Capture Development

As 2023 draws to an interesting close, the second installment in Dr. Welch's PEP-CaST series focuses on the Economics of Carbon Capture Development. The CCUS market continues to drive towards progress, and 2024 might finally provide the permitting bandwidth for meaningful market development.

This new report provides a look into the granular cost modeling and analysis at the process level built into PEP-CaST for facilities nationwide. Key insights include:

  • Identification of the most favorable carbon capture emission sources and target facilities
  • Evaluation of regional transportation and storage needs
  • A unique framework for facility-specific decarbonization strategies
  • Flexible financial modelling to assess sector changes from capture technology advancement and changing commodity prices.

We believe these findings and approach can meaningfully accelerate viable carbon capture project development.

Click here to view the full report.

Legal disclaimer:

Legal Entities Disclosure: PEP Advisory LLC (member FINRA/SIPC) is an affiliate of Pickering Energy Partners LP.

This technical report is not an advertisement and does not constitute a research report, an offer of any securities or investment advisory services. Any offering may only be made pursuant to the securities laws, an offering document and related subscription materials all of which must be read and completed in their entirety. This technical report is intended exclusively for the use of the recipient(s), and it is not to be reproduced or redistributed to any other person without the prior consent of the sender’s company. If the reader of this technical report is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this technical report is strictly prohibited. If you have received this report in error, please notify us immediately by e-mail, and delete the original message. The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request. It is not intended for distribution to retail investors in any jurisdiction.

PEP-CaST: How to Capture Emitters for CCUS - Report 2

Timeframe

Add to calendar

Location

No items found.

Connect

No items found.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
The global oil market has avoided the catastrophic supply crunch many feared when the Iran war broke out, but it’s far from balanced.
Visit page
Visit Library post
Fitch Ratings upgraded its oil and gas sector outlook to “improving” from “neutral,” and Moody’s maintained its positive outlook.
Visit page
Visit Library post
Oil markets remain highly volatile as the Iran War enters its fourth month. Energy expert Dan Pickering discusses the structural shifts triggered by the Strait of Hormuz closure and how investors can navigate a market increasingly disconnected from facts on the front lines.
Visit page
Visit Library post
Same story, different day
Visit page
Visit Library post
Oil and gas production won’t rebound quickly even if the Iran war ends soon. Why Devon Energy, Baker Hughes, and other stocks can weather the storm.
Visit page
Visit Library post
Other than that Mrs. Lincoln, how was the play?
Visit page
Visit Library post
The U.S. and Iran are each trying to trigger economic damage to make the other side relent. The standoff risks worsening the damage across the global economy.
Visit page
Visit Library post
Europe faces widening fuel shortages as Middle East conflict strains global energy supplies, with jet fuel shortfalls expected to hit California and the West Coast.
Visit page
Visit Library post
Global oil supply recovery may take months, with shifting price dynamics, strong Asian demand, and cautious US producers.
Visit page
Visit Library post
Dan Pickering from Pickering Energy Partners says the oil market remains highly headline-driven and that the equity markets may be too complacent about the timeline for oil supply to normalize. U.S. oil producers, he adds, are staying disciplined, focusing on weak forward prices rather than short-term volatility or policy signals.
Visit page
Visit Library post
Dan Pickering, Pickering Energy Partners founder and CIO, joins ‘Power Lunch’ to discuss what the U.S. blockade of Iranian ports means for oil prices, the state of global oil inventories, how U.S. companies will respond, and more.
Visit page
Visit Library post
Oil tanker Rich Starry abruptly reversed course in the Strait of Hormuz, joining hundreds of stalled vessels amid rising tensions disrupting global energy flows.
Visit page
Visit Library post
The prospect of a cease-fire between the U.S. and Iran drove oil prices and energy stocks lower Wednesday as traders anticipated at least a temporary respite for markets.
Visit page
Visit Library post
Dan Pickering, Founder and CIO of Pickering Energy Partners, says that Iran is loathe to give up its leverage on the Strait of Hormuz, and that until loaded ships move out of the Strait and empty ships move in, any solution remains temporary. He says that oil prices will likely hover around $70 to $90 per barrel.
Visit page
Visit Library post
The Iran war calls for a fundamental rethink of a sector that investors had shunned for years
Ready to get started?
Contact our specialized teams at PEP for more information.