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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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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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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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