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Global biofuel production: by region, by liquid fuel?
Global liquid biofuel production ran at 3.3Mbpd in 2025, of which c60% is ethanol, c30% is biodiesel and c10% is renewable diesel. 65% of global production is from the US and Brazil. Our forecasts for global liquid biofuel production reach 3.8Mbpd by 2030 and 5Mbpd by 2050, with 75% of the growth in renewable diesel.
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The AI energy transition: technologies collide?
Great industrial leaps often occur when technologies collide. Hence this 20-page report explores how AI, solar, batteries and robotics might all collide together. This is transformative for the world. It represents the next “energy transition”. Hence this also becomes our new roadmap for the evolution of the global energy system.
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Refining self-sufficiency by country?
Which countries are self-sufficient in refining capacity? Which countries export oil products? And which are least self-reliant, thus needing to import oil products, and potentially facing shortfalls in disrupted markets? This data-file estimates global oil refining self-sufficiency by country.
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Internet energy consumption: data, models, forecasts?
This data-file forecasts the energy consumption of the internet, rising from 800 TWH in 2022 to 2,000 TWH in 2030 and over 4,000 TWH by 2050. The main driver is the energy consumption of AI, plus blockchains, rising traffic, and offset by rising efficiency. Input assumptions to the model can be flexed. Underlying data are…
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Global shale basins: resources and production?
Global shale basins are currently producing 12Mbpd of liquids and 110bcfd of gas, across over 20 basins, with over 1 trn bbls of oil resources and 13,000 TCF of gas resources. 3% of all global shale resource has been produced to date. This data-file tabulates resources and production across each basin.
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Robotics companies: construction, agriculture, forestry, logistics?
Mobile robotics companies are screened in this data-file, finding transformational impacts in construction, agriculture, forestry, and solar installation. The average robot operates 50% faster and at 50% lower cost than manual methods. 50% of the robots are battery powered, 25% are diesel and 15% are wired. Interesting companies are in the data-file.
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Seismic shift: how is AI reshaping oil exploration?
The global seismic industry is worth $10bn pa. But an additional $10bn pa of value could be unlocked by AI. This 19-page report finds promising progress with AI in seismic, uplifting the value of seismic hardware and multi-client libraries. But the theme is still in early innings. Who benefits?
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Energy supply-demand forecast revisions over time?
This data-file captures the forecast revisions, over time, in our various energy supply-demand models. Over the past seven years, we have consistently and enormously increased our forecasts for solar and coal. We have also repeatedly raised our forecasts for global oil and electricity use. Conversely, we have seen slower growth in gas and EVs, and…
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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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