Written Research
-
Delivery drones: flight trajectory?
Delivery drones are finally taking off? Pilot projects in the US are achieving strong safety records, exciting consumers and raising the prospect of sub-$1 deliveries within 10-minutes. This 13-page report explores the future impacts of delivery drones in energy, materials and capital goods.
-
Electrical service agreements: how real are those data centers?
Are speculative data center projects, 80% of which will never get built, inflating future load growth forecasts? This 18-page report reviews evidence from land developer returns, recent PUC deliberations and evolving terms in Electrical Service Agreements (ESAs).
-
Sodium ion batteries: comparing costs versus LFP?
Sodium is 1,000x more abundant than lithium in the Earth’s crust and 99% cheaper. So will sodium ion batteries disrupt lithium ion batteries? Not until lithium carbonate prices treble to $40/kg. Or novel SIB electrode materials emerge. This 16-page SIB deep-dive de-risks our lithium market outlook.
-
Could thermoelectric materials change the world?
Next-generation thermoelectrics, if discovered by AI, could be a world-changer, converting heat to electricity at 10-50% efficiency, costing $500/kWe. 10,000 TWH of incremental electricity could be generated, worth $500-1,000bn pa. This 17-page report outlines our ‘top ten’ use cases for thermoelectrics.
-
Heat potential: what if AI can load-shift hot water tanks?
Residential heat is 13% of global energy. So what if AI could optimize residential electric heating? This 16-page report finds that load-shifting hot water tanks can unlock 1.5-8.5% additional flexibility in grids and make air source heat pumps the lowest cost option for heat in Europe, eclipsing gas-combi boilers, saving $300 per household per year?
-
The AI energy transition: technologies collide?
Great industrial leaps often occur when technologies collide. Hence this 20-page report explores how AI, solar, batteries and robotics might all collide together. This is transformative for the world. It represents the next “energy transition”. Hence this also becomes our new roadmap for the evolution of the global energy system.
-
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?
-
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.
-
Patent progress: how are we using AI in our research?
We have developed a new methodology to cover 4x more ground, and create novel data-sets, by using AI to enhance our analysis of patents. So how will this help us appraise energy technologies? This 11-page report covers our approach, data usage rights, energy use, and some of our favorite examples so far.
-
High entropy alloys: new metal?
High Entropy Alloys are an emerging class of materials, composed of five or more elements, forming fascinating/novel lattice structures. This 18-page report reviews 100 recent HEA patents, and predicts generative AI will unlock transformational catalysts and materials in the next decade.
Content by Category
- Batteries (96)
- Biofuels (44)
- Carbon Intensity (48)
- CCS (64)
- CO2 Removals (9)
- Coal (41)
- Commentary (65)
- Company Diligence (105)
- Data Models (925)
- Decarbonization (162)
- Demand (131)
- Digital (89)
- Downstream (47)
- Economic Model (221)
- Energy Efficiency (76)
- Hydrogen (63)
- Industry Data (309)
- LNG (56)
- Materials (86)
- Metals (88)
- Midstream (45)
- Natural Gas (161)
- Nature (76)
- Nuclear (28)
- Oil (176)
- Patents (39)
- Plastics (44)
- Power Grids (156)
- Renewables (153)
- Screen (138)
- Semiconductors (35)
- Shale (58)
- Solar (72)
- Supply-Demand (53)
- Vehicles (94)
- Video (24)
- Wind (47)
- Written Research (408)