oil and gas

“The water bill for energy is not substantial. Usually the water is cheap. So if you're producing oil and gas, the amount of extra money you pay for water, it's something you notice. It might be 50 cents a barrel or a dollar a barrel, something like that, but t…”

“These are tremendous size of portfolios and financings that really starting to reflect the size of financing in oil and gas or nuclear industries, and attracting some major larger players to come into the space and be able to write these type of check sizes.”

“Among the anthropogenic emissions, we have about a third that comes from livestock. There's another quarter that comes from oil and gas, about 10% that comes from coal mining another 10% that comes from rice, and another about 20% that comes from waste and was…”

“The most ready reductions in methane do come from oil and gas. We have ready solutions there, and that is a place where we can start to bend the curve of methane”

“So to a first approximation, I think that a big part of decarbonization is basically a transition from the extraction of fossil fuels to the extraction of minerals. If you've got a sufficiently extended time horizon, then the bet is to go short oil and gas and…”

“The IA's one of the IA's scenarios that gets you sort of close to 1.5 degrees, if not all the way, has critical mineral revenue growing from forty one billion in 2019 to two hundred and sixty three billion by 2040. Again, that's not all the way to 1.5, maybe 1…”

“Oil and gas are fracturing sedimentary rocks. Which tend to be more pliable, plastic, and geothermal is fracturing volcanic rocks, which are brittle and hard, and it's a somewhat different process, and it's a somewhat different result as a consequence.”

“It's a much smaller market than any of the others I just mentioned, I should note, but the demand growth trajectory is also steeper, and it's got all the makings of a super volatile commodity landscape.”

“In many ways I think is analogous to what you see in oil and gas, the division between conventional oil and gas and unconventional. Is the ability to just drill a well and have what you need versus needing to modify the subsurface in some way.”

“Oil and gas systems are not depth limited. They are temperature limited. You will find people drilling with mechanical drilling systems all the way down to eight miles, nine miles, pushing really out there, but not hot, right? So the gap is not depth. The gap …”