Industry Data
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Are AI and robotics deflating coal costs?

This data-file tracks the progress in deploying AI in the coal industry, and deploying robots in the coal industry, based on the evidence from patents filed in 2025 and early 2026. AI is increasingly under study, but mainly for safety and monitoring applications, and often specifically to combat resource depletion, which is discussed in c30%…
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AI in the oil industry: 40 case studies?

How is AI being deployed in the oilfield? Is it unlocking more production, or deflating cost-curves? And who benefits? Answers to all of these questions are evidenced by reviewing 40 case studies of AI in the oil industry, from the past year, as described in technical papers from the Society of Petroleum Engineers.
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US population by county by population density?

This data-file aggregates total US population across all 3,150 US counties, every year, from 1970 to 2024. Population has flatlined and even declined in the densest cities with >10,000 people per square mile, while growth is fastest in suburbs with 200-1,500 people per square mile.
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US power generation under development over time?

An all-time record 290GW of new power generation capacity is currently under development in the US in 1Q26, enough to expand the US’s 1.3TW power grid by over 3% per year. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. The pipeline suggests tight…
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Japan: nuclear restart tracker?

This data-file looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and restart news on each facility. Japan’s nuclear restart had ramped output back to 97TWH pa by 2025, and may rise by a further 80 TWH by 2030, to meet targets for 20% nuclear in the…
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Global power price volatility tracker?

The volatility of power grids almost trebled in the decade from 2013-15 to 2023-2025, but actually eased back from 2022 to 2025. This data-file tracks the percentile-by-percentile distributions of power prices, each year, in seven major grid regions (Texas, California, US MidWest, Australia, the UK, Spain, and Germany) as an index of global power price…
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Vechile miles traveled by region over time?

Vehicle miles traveled are a crucial measure of mobility and an input variable for predicting global oil demand, averaging 8,600 miles per global vehicle in 2024. This data-file tracks vehicle miles traveled by region, over time, and how it co-varies with urbanization, population density, income, and by travel trip purpose.
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Global refinery project pipeline over time?

This data-file captures the pipeline of global refining projects in progress, by region, over time. The pipeline has thinned from 9Mbpd in 2010-19 to 3Mbpd today. At the same time 600kbpd/year of refineries have closed down. Could this portend higher refining margins?
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Power cuts: how frequent are grid disruptions?

This data-file aggregates significant US power grid disruptions, based on data from the DOE. On average, there are 250 power cuts per year in the United States, lasting for a median average of 5-hours, and affecting a median average of 80,000 customers. 20% of the power cuts last longer than 1-day. 15% affect more than…
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