January 2022
The TPA Toolbox Energy will be updated once a year.
The update of the « Toolbox Energy January 2022 » takes into account the following elements :
– General remarks :
Data and figures from the IEA Key Energy Statistics and from their World Energy Outlook (October 2021) have been taken into account. References on various Energy Technologies are also made to recent 2021 data from other organizations (IMF, US EIA International Outlook and Annual Energy Outlook, OPEC ASB & WOO, OECD/NEA, WNA, Mycle Schneider, TotalEnergies, BP Statistical Review 2021….)
In order to evaluate the various changes in the perspectives, previous estimates from some organizations are reminded.
The Covid-19 pandemia consequences can be seen on the world economic and energy data for the year 2020. Other impacts can be envisaged with later consequences. Scenarios for 2020-2050 from IEA, TotalEnergies and other organizations are presented.
The various elements constituting the core documentation of the course « Climate Change and Energy Transition » are incorporated in their dedicated Books.
Specific elements are presented in the present update as followed :
– Book 1 : Projects Economic Evaluation and Investment Decision
No new element.
– Book 2 :
Energy Industry Fundamentals
World Economic criteria updated for the years 2019 & 2020.
Additional presentations and comments concerning the links between Energy consumption & GDP growth.
Basic data for Energy Demand & Supply updated.
Fossil Fuels « Proven Reserves » categorization updated.
Additionnal documentations deriving from the course « Climate Change – Energy Transition » and for Hydrogen.
LCOE’s ajusted for the 2021 environment. The previous estimates for LCOE are reminded.
– Book 3 : Climate Change Challenges
Conclusions of the Glasgow COP 26 incorporated, together with the consequences on the year 2050 objectives
Update of CO2 Emissions figures.
Update of CCS, CCUS projects.
– Book 4: Oil Industry Fundamentals
Oil Reserves categorization updated (BP, IEA…)
Oil, Liquids Demand and Production/Supply updated (BP, IEA, OPEC WOO, OPEC ASB…)
In connection with the Energy Transition programme, a majority share of existing reserves will never be produced.
Various scenarios from IEA 2021, OPEC WOO 2021, US EIA 2021 updated.
OPEC members economic & financial data updated.
Update on oil companies results, Saudi Arabia and Qatar budget balances.
Update on TotalEnergies financial results 2020 & TotalEnergies Energy Outlook 2021.
– Book 5: Gas Industry Fundamentals
Gas Reserves categorization updated (BP, IEA…)
Gas Demand and Production/Supply updated (BP, IEA, OPEC WOO, OPEC ASB,…)
Update of Gas markets characteristics, international trade, prices(TotalEnergies Energy Outlook September 2021, IGU Gas Report 2021)
Update of LNG features (IGU Gas Report 2021 & IGU World LNG Report 2021)
– Book 6: Unconventional Hydrocarbons
Update of Oil, Natural Gas and Shale Gas production and perspectives (US EIA 2021….)
– Book 7: Renewables
Update of Renewable Key Indicators for 2020, Capacities, Power supplied, Rankings, Investments, …. (REN21 2021 and IRENA 2021)
LCOE’s for Wind Offshore developed.
LCOE’s 2021 updated.
France – Data on Ademe report incorporated.
Chapter on the Criticity of Mineral Matters Resources added.
Chapter on Renewables equipment Dismantlement & Recycling added.
Update TotalEnergy projects 2020.
Additional documentation on Bioenergy/Biogas/Biomethane
– Book 8: Hydropower
Data updated (IHA 2021).
– Book 9: Coal
Data updated.
– Book 10: Nuclear Energy
Reserves, production, supply, demand updated (WNA September 2021, Mycle Schneider 2021)
A zoom on the Middle-East added.
Additional elements on Nuclear Fusion are added.
These documents incorporate personal analysis, calculations, and presentations in order to facilitate reading grids and understanding. Comments are welcome.
Christian Guéritte
