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Mature oil basins: an ocean of oil still to find?
There is an ocean of oil (and gas) still to find, even in some of the most mature hydrocarbon basins in the world, but finding it will almost certainly require improved seismic, possibly enhanced by AI, as shown by this case study, tracking the sizes of oil resources, discovered off Norway, from 1969 to present.
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CATL: sodium ion battery breakthrough?
Contemporary Amperex Technology Co. Limited (CATL) is a Chinese battery manufacturer, HQ’d in Fusian, founded in 2011, with >30,000 employees. It may produce as many as one-third of all the lithium ion batteries in the world. This data-file assesses whether it has made a breakthrough in sodium ion batteries.
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Copper companies: a screen of leading producers?
This data-file is a screen of the world’s largest copper companies, across c15 miners and producers that produce half of the global market, averaging 0.9MTpa each, deriving 35% of their EBITDA from copper, at 35% EBITDA margins, with a reserve life of 29-years. Summary details are given for each copper company, and their recent AI…
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Advanced geothermal: modeling the reservoir?
How long does a geothermal well have to be to avoid thermal depletion? To answer this question, we built our own reservoir model, which is outlined in this 12-page report. Advanced Geothermal would require 10-100km laterals, which is cost prohibitive. Enhanced Geothermal or geothermal for ‘winter heating’ may fare better.
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Leading seismic and geophysics companies?
This data-file screens 14 leading seismic and geophysics companies, based on company disclosures and reviewing c500 patents over the past 20-years. This restructured and increasingly consolidated industry is now worth $10bn pa. Companies have recently generated c10% EBIT margins. But capabilities are growing and costs are deflating through deploying AI?
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Advanced geothermal: reservoir model?
This data-file is a geothermal reservoir model, showing how a lateral well could harvest heat from the sub-surface, cool the rock surrounding the well, and ultimately settle at a “steady state” (in MW-th), where the flow of heat into the well from surrounding rock layers matches the rate of heat extraction. Inputs can be stress-tested.
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Patent progress: how are we using AI in our research?
We have developed a new methodology to cover 4x more ground, and create novel data-sets, by using AI to enhance our analysis of patents. So how will this help us appraise energy technologies? This 11-page report covers our approach, data usage rights, energy use, and some of our favorite examples so far.
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Bakken oil production by well: 2015 to 2026?
This data-file aggregates the monthly production data from 10,000 wells in the Bakken, which were drilled and completed over the past decade from 2015 to early 2026. Average Year 1 oil production quadrupled from 2006 to reach 360bpd in 2015-16, continued rising to a peak of 460bpd in 2021, flatlined at 440bpd in 2022-24 and…
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Capital goods: using AI/ML to optimize maintenance?
Leading capital goods companies using AI and machine learning to predict outages and optimize maintenance schedules across their product portfolios are summarized in this data-file. Using AI for predictive maintenance is an improvement on inexact prior schedules. AI also helps to improve energy efficiency during operation and the maintenance process itself.
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Storage costs: economics of warehouses?
This data-file captures the economics of warehouses. A typical warehousing facility needs to charge $350 per m2 per year of storage, to earn an 8% unlevered return, on $1,250/m2 of construction capex, net of labor, electricity, heating and maintenance costs.
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