Digital
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Counter-drone: can the Strait of Hormuz be re-opened?
Is it possible to re-open shipping in the Strait of Hormuz, and protect broader Persian Gulf energy infrastructure, from thousands of Iranian Shahed drones? Today’s 9-page report reviews Shahed drones, counter-Unmanned Aerial Systems (cUAS), and implications across global energy markets.
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Data centers in space: the final frontier model?
Data centers in space are a cool science fiction concept. This 17-page report explores how they would work. We think the costs will be 2x higher than Earth-based AI data centers. Amidst many logistical challenges, the biggest potential show-stopper is space debris, given the size of the structures, especially their solar arrays.
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AI for materials development: case studies?
How is AI affecting materials development? This Excel data-file tabulates 20 recent case studies, across pharmaceuticals, solar, batteries, CCS, plastics, semiconductors, superalloys and superconductors. We conclude AI is a step-change for improved materials development, it is happening now and it is commercially relevant.
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Dynamic line ratings: can AI debottleneck the grid?
The carrying capacity of the power grid is not fixed, but varies with wind speeds and ambient temperatures. AI is now helping to enable Dynamic Line Ratings, unlocking 10-100%+ more capacity on some lines, effectively for free. This 18-page report explores the implications. Could DLRs avoid $100-300bn pa in future global grid capex, and thus…
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Dynamic line ratings: companies and case studies?
This data-file is a screen of 30 leading companies in dynamic line ratings (DLR), deploying sensors and/or software to optimize the carrying capacity of transmission and distribution lines in real time. The average case study spans 750km and uplifts T&D capacity by 34%. Deployment, is inflecting in the AI era.
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Hyperspectral imaging: companies and case studies?
Hyperspectral imaging captures 30-100x more data from a visual scene than cameras or the human eye, binned into narrower bands, across a wider spectral range. These data, available in real-time, and inherently dovetailing with AI models, are increasingly valuable in food, agriculture, mining, waste-management, oil and gas and manufacturing. This data-file screens leading hyperspectral imaging…
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Solid state circuit breakers: another AI enabler?
Further upscaling of AI is only possible via improved power electronics. Hence this 17-page report explores solid state circuit breakers, which offer 1,000x faster fault protection and greater controllability. How do SSCBs work? What do they cost? Who benefits? And who is displaced?
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ANYbotics: quadrupedal inspection robots?
ANYbotics’ quadrupedal inspection robot, ANYmal, has been ruggedized for industrial inspections. We reviewed ANYbotics’ patents and case studies, which suggest growing applications, a moat around the technology, and great upside for robots across energy, mining and manufacturing. Details and conclusions are in this data-file.
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Mobile robotics: the genie and the bottle?
The idea for this report was to dream up interesting uses for autonomous mobile robotics in the future, including in energy and mining. But to our amazement, many of these ideas are already being piloted. We reviewed the pilots in this 18-page report. They suggest transformational economic impacts and moderate energy/materials upside.
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Autonomous transport: the Leipzig test?
This 13-page report explores the upside in autonomous transport. We were recently invited to a fascinating company event in Leipzig, Germany. But it was too complex to reach by flying. It would have been doable in an autonomous vehicle, albeit using 2x more energy overall. So could autonomous vehicles unlock 5Mbpd of global oil demand…
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