Production profiles: renewables vs oil and gas?

…oil and gas go 2-3x further in the short-run. To meet the same initial demand from renewables, one must currently spend 2-3x more. Further renewables deflation of c50-70% is required…

Patent Leaders in Energy

…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….

The Energy Mix: 2050 and 2100

…coal and gas demand, as well as global carbon emissions. We are positive on renewables, but fossil fuels retain a central role, particularly natural gas, which could ‘treble’ in our…

Solar Innovation at Big Oil?

“If you invest with the same technology as everyone else, you may get the same returns as everyone else”. This adage matters for renewables, where we gather single digit IRRs…

Perovskites: Lord of Light?

Perovskites are the fastest-improving solar innovation. The best test-cells hit a new record of 28% efficiency last year, with line-of-sight to the mid-30s, i.e., 2x more efficient than today’s…

Why the Thunder Said?

Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…

ESP Optimisation Opportunities?

…of the world’s c1M oil wells. Opportunities to optimise: CO2 intensities can be lowered 25% by switching diesel-powered ESPs to natural gas, and theoretically by 100% by switching to renewables….