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Earthworks: the economics?
The costs of earthworks might range from $1/m2 to $300/m2 at a construction project, depending on the depth that needs to be excavated and the amount of aggregate that needs to be back-filled. This data-file estimates the costs of earthworks, across power and energy projects, which is usually around $10-15/kW.
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Circular economy: is AI a game changer?
10 companies have recently launched AI-enabled robotics to recover value from the world’s 2.3GTpa of solid waste. Picking rates are 4x faster than humans. c1-year paybacks are quoted. Hence today’s 17-page report explores the implications for gas, power, metals, materials and oil markets, amidst a step-change in the circular economy.
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Global copper supply-demand
Global copper supply-demand is tabulated in this data-file, looking across 90 mines and upcoming projects, by country, and over time. Markets were 5% undersupplied when prices spiked in 2010-11, 6% over-supplied when they collapsed in 2015-16, and returned to undersupply in 2025. Undersupply persists through 2035, most likely at -3% pa, as demand grows by…
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Dynamic line ratings: companies and case studies?
This data-file is a screen of 30 leading companies in dynamic line ratings (DLR), deploying sensors and/or software to optimize the carrying capacity of transmission and distribution lines in real time. The average case study spans 750km and uplifts T&D capacity by 34%. Deployment, is inflecting in the AI era.
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Hyperspectral imaging: companies and case studies?
Hyperspectral imaging captures 30-100x more data from a visual scene than cameras or the human eye, binned into narrower bands, across a wider spectral range. These data, available in real-time, and inherently dovetailing with AI models, are increasingly valuable in food, agriculture, mining, waste-management, oil and gas and manufacturing. This data-file screens leading hyperspectral imaging…
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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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