Advanced Conductors: current affairs?
…new AI data-centers will need to build their own dedicated generation capacity per our note here. A key challenge for constructing new transmission lines is the long development times, as…
Low-carbon baseload: walking through fire?
…large new loads, while also avoiding power grid bottlenecks. There is especially sharp demand to power new data-centers amidst the rise of AI. Hence this report aims to compile the…
250-years of Energy Disruption?
…today’s energy industry will remain vitally important. In addition, new sources of supply will create unimaginable new sources of energy demand. A podcast summarising the work is available from the…
Machine Learning on Permian Seismic?
…better production rates should follow. [restrict] Pioneer Natural Resources has patented a new methodology in 2018, to calibrate its seismic images in the Permian, with reference to its well-logs. Ordinarily…
Global plastic demand: breakdown by product, region and use?
…10% of total global oil demand. Our outlook in the energy transition sees increasing demand for polymers, most likely to 1,000MTpa by 2050. Many polymers are crucial inputs for new…
Plastic Recycling Companies: pyrolysis and next-generation recycling?
…our own notes, our assessments of each company’s technology, and a summary of news flow. The data-file has been updated in 2023, revising our rankings, and concluding that the industry…
Our Top Technologies for IMO 2020
…feeds”. Requires high-pressure hydrofinishing to reduce aromatic saturation. (5) Exxon. Dewaxing Catalysts. In 2018, Exxon patented a new de-waxing process that was achieving “unexpectedly high hydrogenation of feedstocks” without unwanted…
Mozambique LNG: Can Chevron create more value?
…from 2018. The company’s ability to develop a new, deep-water LNG province is notable. Ten examples are tabulated below. It was interesting how many of the patents were filed in…
Perovskites: Lord of Light?
Perovskites are the fastest-improving solar innovation. The best test-cells hit a new record of 28% efficiency last year, with line-of-sight to the mid-30s, i.e., 2x more efficient than today’s silicon…
Ventures for an Energy Transition?
…of activity is now aimed at incubating New Energy technologies (c50% of the investments), as might be expected. Conversely, when we first created the data-file, in early-2019, the lion’s share…