the research consultancy for energy technologies
This page aggregates all of our research into Aramco, in chronological order. The research notes or data-files here specifically discuss Aramco and its exposure to themes in the energy transition. Another goal is to identify challenges and opportunities for Aramco in the energy transition.
This data-file quantifies the leading companies in Distributed Acoustic Sensing (DAS), the game-changing technology for enhancing shale and conventional oil industry productivity.
For operators (chart above), our rankings are based on assessing patents, technical papers and discussions with industry-participants.
For Services (chart below), our work summarises the companies, the ownership (e.g., public vs private), their offerings, their size and the technical papers they have filed.
This data-file summarises 25 of the most recent technical papers around the industry, using fiber-optic cables for Distributed Acoustic Sensing (DAS). The technology is hitting critical mass to spur shale productivity upwards.
For each study, our data-file tabulates the company involved, the country of application, the specific purpose and a short summary of findings.
Technical data are also tabulated from some of these papers, including for warm-back analysis, perforation design and cluster flow-allocations.
So far we have reviewed 450 patents in the downstream oil and gas industry (ex-chemicals). A rare few prompted an excited thought — “that could be useful when IMO 2020 comes around”. Hence, this data-file summarises the top 25+ proprietary technologies we have seen to capitalise on the opportunity. They are summarised and “scored” by company.
We will also provide you with updates of this file, as we continue reviewing patents and technical papers.
“If you invest with the same technology as everyone else, you may get the same returns as everyone else”. This adage matters for renewables, where we gather single digit IRRs have become customary in solar tenders. Hence, we reviewed 37 distinct solar patents filed across the Oil Majors in 2018. Three ‘leaders’ stood out, each pursuing a different technology strategy in solar. The data-file includes brief summaries of the patents, who each Major partnered with, and our own assessment of each patent’s materiality.