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Renewable diesel: the economics?
Renewable diesel economics are captured in this data-file, requiring a price of $4.5-5/gallon (about $200/bbl), for a green diesel plant costing $35M/kbpd to generate a 10% IRR while hydroprocessing $1,000/ton feedstocks. Please download the data-file to stress-test renewable diesel economics, biodiesel economics and input costs.
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Circular economy: companies using AI for waste-sorting?
This data-file is a screen of companies using AI for waste-sorting, in order to separate out valuable recyclable materials, from the world’s 2.3 GTpa of solid municipal waste. Ten companies, mostly founded in the past decade, are now at an inflection point and seem to be scaling up rapidly.
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Gas generation: timing the cycle?
Gas-fired power generating capacity is in a classic capital cycle. This 16-page report evaluates when the cycle will peak. Gas power demand wants to rise at 3.8% pa through 2050. But high CCGT prices may delay EM growth, bring in new entrants, and substitution towards reciprocating engines.
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AI in the oil industry: 40 case studies?
How is AI being deployed in the oilfield? Is it unlocking more production, or deflating cost-curves? And who benefits? Answers to all of these questions are evidenced by reviewing 40 case studies of AI in the oil industry, from the past year, as described in technical papers from the Society of Petroleum Engineers.
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US population by county by population density?
This data-file aggregates total US population across all 3,150 US counties, every year, from 1970 to 2024. Population has flatlined and even declined in the densest cities with >10,000 people per square mile, while growth is fastest in suburbs with 200-1,500 people per square mile.
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US power generation under development over time?
An all-time record of 260GW of new power generation capacity is currently under development in the US in 4Q25, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. The pipeline suggests tight power…
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Global gas generation capacity by region and over time?
Global gas generation capacity additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa was 10%. Yet global gas turbine additions could double to 90 GW pa in 2025-35. This data-file estimates global gas turbine capacity by region…
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AI: industrial applications by company?
This data-file tabulates industrial companies deploying AI, based on their patent filings. 200 leading industrial companies have filed 40,000 AI/ML-related patents in 2022-25, with 65% now developing their own AIs in-house. Examples are summarized. We will continue adding to and expanding this data-file over time.
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Solid state circuit breakers: another AI enabler?
Further upscaling of AI is only possible via improved power electronics. Hence this 17-page report explores solid state circuit breakers, which offer 1,000x faster fault protection and greater controllability. How do SSCBs work? What do they cost? Who benefits? And who is displaced?
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Suburbification: energy upside?
The internet/AI era is pushing people out of dense urban centers into suburbs and exurbs, whose residents use 2-5x more oil and energy. This 15-page report reviews population density data from 3,150 US counties. Suburbification and exurbification have already been adding 0.2-0.8% pa to oil demand, which is seen accelerating further.
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