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US shale oil: the economics?
Shale oil production costs are captured in this data-file. In our base case, a $60/bbl oil price unlocks a 30% well-level IRR at a Permian-type well in 2025, costing $10M in capex, IP-ing at 1kbpd, with other costs based on technical papers and the reporting from leading US E&Ps. Shale oil economics can be stress-tested…
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Industrial heat: an overview?
Industrial heat consumes over 10% of all global primary energy. This data-file is a summary of processes that use industrial heat, the specific heating technologies, temperatures, residence times, reactor designs, energy intensity (in kWh/ton) and efficiency, ranging across 20 process technologies and heating technology types.
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Rare Earth magnet demand by category over time?
Global demand for Rare Earth magnets was 280kTpa in 2024, of which 250kTpa was NdFeB magnets. Demand is seen rising at 9% pa to 2030, then 6% pa to 2050, reaching 1.3MTpa. The largest sources of upside are in robotics and EVs, at c30% each.
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Nitrogen rejection units: LNG cost impacts?
Some gas feeds contain 3-10% nitrogen content, and thus LNG plants will require dedicated Nitrogen Rejection Units, to ensure the resultant cargoes can be safely and efficiently transported. Nitrogen rejection units can add $0.3-0.7/mcf to the final delivered costs of LNG, based on calculations in this data-file.
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Rockwell Automation: IoT acronyms?
Rockwell Automation is the largest pure-play automation company in the world. It integrates real-time data and controls thousands of components across typical industrial facilities, often saving energy, costs and raising throughputs. This data-file reviews its product offering, case studies and IoT and automation acronyms.
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Green hydrogen: the economics?
We have modelled the economics of a green hydrogen project, electrolysing water using renewable energy. An H2 price of $8/kg ($60/mcfe) is required to earn a 10% return. Costs data are captured. The most challenging input variable is not capex cost or efficiency, but utilization rate, if the project is to be truly green.
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Construction learnings: suspensa vix via fit?
This 17-page report gathers our learnings, after completing a house-building project, which painfully ended up 1-year late and 150% over budget. This teaches us not to underestimate construction challenges in our cost models; and what questions investors can ask to mitigate project risks?
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US load growth: unpopular opinions?
This is the first video in a new series, highlighting additional angles on high-conviction ideas. We see future US load growth at 1-3% per year, not 5-10% per year, based on detailed modelling. But are there biases that make load growth prone to being over-estimated? We also explore where we could be wrong in our…
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US load growth: electrical grounding?
What if US load growth disappoints from here, as the AI era progresses? We have previously published forecasts for +3% pa to 2030. Others are at 5-10% pa. Hence today’s 16-page report asks what assumptions are embedded in our outlook. There are six key risks. Our downside case is as low as +1% pa load…
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Emerson: instrumentation and control case studies?
What do the instrumentation and controls, deployed by companies like Emerson, actually do? And will the rise of AI accelerate their deployment? We have tried to answer these questions by reviewing 30 case studies from Emerson’s product suite. This highlights an end-to-end offering to gather vast quantities of data from, and then optimize industrial assets.
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