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SAGD oil sands economics?
SAGD oil sands economics are modeled in this data-file, generating a 10% IRR, at $60/bbl WTI oil prices in our base case. This hinges on a 2.7 m3/m3 steam oil ratio, for a 4x EROEI. Breakevens can vary from $45-90/bbl depending on capex costs and steam oil ratios.
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Renewables plus batteries: co-deployments over time?
More and more renewables projects are being co-developed with battery storage. On average, projects in 2026-30 that codeploy batteries will supplement each MW of renewables capacity with 0.8MW of battery capacity, which in turn offered 4-hours of energy storage per MW of battery capacity, for 3.3 MWH of energy storage per MW of renewables.
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Humanoid robots and robotics companies?
We have reviewed 20 humanoid robot concepts and robotics companies. The average example costs $80k, weighs 60kg, carries 17kg, with 40 degrees of freedom, moves at 6kmph, uses 500W of power, of which 10% is for 640 TOPs of onboard compute, while a 1.3kWh battery gives 3+ hours of endurance. Details for each humanoid robot…
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Could thermoelectric materials change the world?
Next-generation thermoelectrics, if discovered by AI, could be a world-changer, converting heat to electricity at 10-50% efficiency, costing $500/kWe. 10,000 TWH of incremental electricity could be generated, worth $500-1,000bn pa. This 17-page report outlines our ‘top ten’ use cases for thermoelectrics.
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AI at the edge: the lynx effect?
What is interesting about AI is shifting. Away from large centralized data centers and towards AI chips embedded in devices at the grid edge. And away from the general and towards highly specific applications and contexts. The AI cameras in our driveway recently picked up a Eurasian lynx this summer, which exemplifies both shifts, as…
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Coal mining: the economics?
The economics of coal mining are captured in this data-file. $60/ton coal, equivalent to 1c/kWh-th, at the bottom of the global energy cost curve, can typically be unlocked by capex costs of $60/Tpa at a new coal mine, and other opex costs, tabulated in the data-file.
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Passenger cars: what electrical loads in vehicles?
Electrical loads in vehicles typically average 1kW, in order to power HVAC, computers, engine cooling, steering, sensors and entertainment. This equates to 500TWH of electricity demand globally within ICEs, even before considering electrification. Fully autonomous vehicles would likely consume another 1-3kW again for on-board AI chips.
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Global iron ore production by company over time?
Iron ore is the sixth most produced commodity in the world, at 2.7GTpa. This data file breaks down global iron ore production by company over time. Since 2019, average realizations for the largest producers have risen at 1.6% pa, while costs have risen at 5% pa. What outlook from here?
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Canadian shale producers and E&P costs?
This data-file is a screen of Canadian upstream companies and Canadian shale producers, especially focused on the fast-growing Montney-Duvernay shale plays. Key themes are rising shale oil and gas production, low-capex wells, high well-level IRRs, performance improvements and consolidation via M&A.
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Industrial insulation: heat losses and temperatures?
This data-file is a calculator for steam pipe insulation, calculating heat losses and external temperatures of hot surfaces from first principles, as a function of the industrial insulation thickness. Higher energy prices incentivize additional insulation, although there can be diminishing returns.
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