Technology Leaders Get Bought?
This data-file looks back at the fate of technology-leaders, i.e., the companies that developed the top ten, most-impactful new oil technologies of the 1980s and 1990s. Nine out of ten…
Patent Leaders in Energy
Technology leadership is crucial in energy. But it is difficult to discern. Hence, we reviewed 3,000 patents across the 25 largest companies. This note ranks the industry’s “Top 10 technology-leaders”:…
Patent Leaders in Energy
Technology leadership is crucial in energy. It drives costs, returns and future resiliency. Hence, we have reviewed 3,000 recent patent filings, across the 25 largest energy companies, in order to…
Drone Attacks on Energy Assets?
…for Oil Markets and Companies Our latest oil market forecasts point to 1-2Mbpd of over-supply each year in the 2020s, assuming steady demand growth of 1.3Mbpd per annum. However, these…
Decarbonise Downstream?
…breakthrough, digital technologies to improve the development of new catalysts, including super-computing and machine learning techniques. Pages 23-24 screen 35 leading catalyst companies, including Super-Majors, chemicals companies and earlier-stage pure-plays….
Ramp Renewables? Portfolio Perspectives.
…6-7 draw conclusions about the optimal portfolios, showing how to maximise returns, minimise risk and maximise risk-adjusted returns (Sharpe ratio). The work suggests oil companies should primarily remain oil companies,…
US Refinery Database: CO2 intensity by facility?
…a minefield, and annoyingly lagged. But this refinery database is our best attempt to tabulate them, clean the data and draw meaningful conclusions. Some of the larger companies assessed in…
Methane Leaks from Downstream Gas Distribution
…share of sales to smaller customers. And state-owned utilities appear to have 2x higher leakage rates than public companies. US gas utilities’ performance is screened to assess c80 distinct companies,…
Shale growth: what if the Permian went CO2-neutral?
…Our conclusion is to identify three top initiatives that companies and investors should favor. Industry leading companies are also suggested based on the patents and technical literature we have reviewed….
Global gas: catch methane if you can?
…policies and advocates developing more LNG. To seize the opportunity, we also identify early-stage companies in methane measurement and mature public companies in the oilfield supply chain. Global gas demand…