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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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Coal mining: the economics?
Coal is ridiculously cheap, providing thermal energy at around 1c/kWh while also generating a 10% IRR on new investment. But CO2 intensity is also very high at 0.55kg/kWh (thermal basis). Capex, opex and cost breakdowns are in the data-file.
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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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High entropy alloys: new metal?
High Entropy Alloys are an emerging class of materials, composed of five or more elements, forming fascinating/novel lattice structures. This 18-page report reviews 100 recent HEA patents, and predicts generative AI will unlock transformational catalysts and materials in the next decade.
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