Company Diligence
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TSE Patent Assessments: a summary?
This data-file aggregates all of our patent assessments into a single reference file, so different companies’ scores can be compared and contrasted. Our average score is 3.5 out of 5.0. Skew is to the downside. Intelligibility is the biggest challenge. Scores correlate with TRL and revenues.
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Exail: inertial navigation technology?
Exail Technologies is listed in Paris and focuses on navigational and maritime robotics. It has a range of maritime drones, with applications from mine-sweeping to assisting with offshore wind, offshore oil and gas and civil infrastructure projects in coastal waters. A key to these drones is incorporating Exail’s Inertial Navigation Systems. We have reviewed the…
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Doosan Enerbility: gas turbine technology?
Doosan Enerbility is a power plant manufacturer, headquartered in Korea, specializing in nuclear plant construction, gas plant construction, offshore wind, civil engineering and parts manuacturing. In this patent review, we assessed Doosan Enerbility gas turbine technology. We can de-risk its claims for a 43%-efficient simple-cycle turbine, 60%+ efficient CCGT, and 1,600ºC turbine inlet temperatures.
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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Leilac low-carbon cement technology?
This data-file explores Leilac low-carbon cement technology, which separates the calcination stage, within an indirectly heated reactor, so that 98% pure CO2 can be gathered and sequestered, with requiring post-combustion CCS (amines). Patents from parent company, Calix, lock up the technology, with clear and intelligible details, although this also shows where the challenges are.
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Smart Wires: grid capacity breakthroughs?
This Smart Wires technology review finds that Static Synchronous Series Compensators (SmartValve) and dynamic line rating software (SUMO) can increase throughput along existing transmission lines by 20-100%+. The patents confer a visible moat around SmartValve and focus on improving electrical performance reducing deployment costs.
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Shanghai Electric: gas turbine technology competition?
Shanghai Electric gas turbine technology is contrasted against the Western gas turbine leaders in this data-file, based on reviewing 20 patents from 2021-24. Shanghai Electric is clearly trying to compete in this space, and the patent review uncovered interesting details into turbine temperatures, efficiencies, reliability, AI+sensing and manufacturing costs.
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Howmet: turbine blade breakthroughs?
Howmet is an engineered metals company, and the world’s #1 supplier of blades and vanes for jet engines and gas turbines. It has claimed an edge in direct-casting cooling channels (rather than drilling them) and bond coats that improve the adherence of Thermal Barrier Coatings. Our Howmet gas turbine technology review found support for these…
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Kraken Technologies: smart grid breakthrough?
Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…
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Groq: AI inference breakthrough?
Groq has developed LPUs for AI inference, which are up to 10x faster and 80-90% more energy efficient than today’s GPUs. This 8-page Groq technology review assesses its patent moat, LPU costs, implications for our AI energy models, and whether Groq could ever dethrone NVIDIA’s GPUs?
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