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Aixtron: power GaN MOCVD technology?
Aixtron has a market leading position in GaN MOCVD technology, which is increasingly used in the power electronics of data centers, solar and EVs. This data-file assesses 20 patents from Aixtron and Veeco, to unpack how GaN MOCVD works, what are the key challenges, and to quantify Aixtron’s potential moat.
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Development capex: long-term spending from Oil Majors?
This data-file tabulates the five ‘Big Oil’ Super-Majors’ development capex from the mid-1990s, in headline terms (billions of dollars) and in per-barrel terms ($/boe of production). Real development capex quadrupled from $6/boe in 1995-2000 to $24/boe in 2010-15, collapsed to $10/boe, then recovered to $13.5/boe.
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Global oil demand: breakdown by product by country?
This data-file breaks down global oil demand, country-by-country, product-by-product, month-by-month, across 2017-2025. Global oil demand ran at 104 Mbpd in 2025, for +1.0 Mbpd of growth. For perspective, global oil demand rose at +1.2Mbpd per year in the 30-years from 1989->2019, so there is not much evidence, on face value, that “peak oil is nigh”.
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Global commodity demand: sensitivity to GDP?
Global commodity demand is levered to GDP. Specifically, for each +/- 1% acceleration or deceleration in global GDP, commodity demand tends to accelerate or decelerate by +/- 1.4%, with a 70% R-squared, across 25 examples that are indexed in this data-file. Oil demand sensitivity to GDP is particularly interesting.
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Wind turbine manufacturers: market share over time?
This data-file tracks wind turbine manufacturers, their market shares and their margins over time. By 2025, fifteen companies account for 95% of global wind turbine installations. This includes large Western incumbents, and a growing share for Chinese entrants, which now comprise 70% of the total market, with phenomenal growth in 2025 and continued low selling…
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Marcellus shale: well by well production database?
This data-file tracks Marcellus shale well productivity, by tabulating the monthly output from 13,000 wells across the Pennsylvania Marcellus, from 2015 to mid-2024. Average IP rates across the basin have risen at a 12% pa CAGR, from around 5 mmcfd in 2015 to 18 mmcfd in 2025. However, activity and productivity differ starkly by operator.
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Wind and solar capacity additions?
Global wind and solar capacity additions reached 630GW pa (AC-basis) in 2025, which is 3x 2020 levels and 10x 2011 levels. The pace of gross wind and solar capacity additions can rise by a further 3x by 2050, bringing wind and solar to 55% of a greatly expanded global power grid by 2050. Most of…
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Flexible data centers: can AI load shift?
It can take 4-12 years to expand the grid and accommodate large new AI data centers. But what if more flexible data centers could be energized mostly via the pre-existing grid? This 15-page report shows how flexible AI data centers, which engage in demand shifting, are technically feasible, economically justified, and accelerating?
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LNG bunkering vessel economics?
This data-file captures the economics of LNG bunkering vessels. LNG bunkering costs $1/mcf in well-utilized contexts, enabling LNG ship fueling at $8-10/mcf, which is 35% below $2/gal oil products at $70/bbl oil. A 1.5-year payback on dual-fuel vessels could thus see another 10MTpa of LNG used in shipping by 2030, displacing 250kbpd of oil?
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Oil tankers: the economics?
Oil tanker economics are captured in this model. A VLCC that carries 2.2Mbbls requiring a day rate of $100k/day to earn a 7-10% IRR, which equates to $2/bbl on cargoes moving from the Persian Gulf to China. Capex costs, fuel uses, engine sizes and other costs correlate with vessel size. The costs of oil tankers…
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