Written Research
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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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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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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.
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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.
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Global power: what grid mix is most stable?
Energy importing countries value stable electricity prices. Hence this 18-page report evaluates the optimal grid mix, after taking stability into account? Recent gas price volatility will encourage further diversification for developed world importers, while coal+solar could dominate emerging world growth. Our forecasts are revised.
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Electrical appliances: will AI accelerate efficiency gains?
500,000 AI-related patents were filed in 2025. But electrical appliance manufacturers were particularly active. Hence we used AI ourselves, in this 14-page report, to home in on 50 key patents, which will improve efficiency and flexibility of electrical appliances using AI – in HVAC, lighting, refrigerators, TVs, etc. – which make up 50% of the…
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Oil price elasticity of demand: how high can oil prices go?
What is the price elasticity of oil demand — globally, by region, and by product? This 11-page report argues that a supply disruption of 10-20Mbpd magnitude, lasting for 6-12 months, pushes oil above $250/bbl, and also zeroes global GDP growth. Rationing and solar/EV substitution may cushion the impact.
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Flexible data centers: can AI load shift?
It can take 4-12 years to expand the grid and accommodate large new AI data centers. But what if more flexible data centers could be energized mostly via the pre-existing grid? This 15-page report shows how flexible AI data centers, which engage in demand shifting, are technically feasible, economically justified, and accelerating?
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Qatari LNG: the worst supply disruption in LNG history?
What if Qatar’s LNG output falls by -50% YoY in 2026, i.e., by -40MTpa, which is equivalent to a -0.4% reduction in useful global energy supplies? This 11-page report revisits all of our regional energy models, predicts how each Qatari LNG customer will fill the shortfall, and the implications for global energy markets.
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Electric ships: worse things have happened at sea?
Over 15% of the world’s marine vessels could electrify in the next decade, accelerated by higher oil prices, and as Europe/Asia seek self-sufficiency. This 16-page report explores leading concepts, 30 flagship deployments to-date, the economics, and the implications for companies/commodity markets.
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