Ten Themes for Energy in 2020
…down. Theme #3 outlines the maturation of the ESG movement, as new sectors and new opportunities come into its purview. Theme #4 explains how leading oil companies are likely to…
Fuel Cell Patents: twenty years of progress?
…has ascended and comprises 65% of the patent filings from 2019. In particular, we focus in upon 2,350 patents filed by well-known companies in the fuel cell industry (e.g., Ballard, Bloom,…
Methane emissions from pneumatic devices: by operator, by basin?
…5 tons of methane per device per year, as part of the industry’s growing efforts to mitigate methane. (This note also covers companies in the supply chain to help mitigate…
Biofuel, green diesel, renewable diesel: where’s the IP?
…into biofuels from 2017-20, 15 are Chinese companies. Ranked by recent patent filings, technology leaders include Sinopec, BASF, Arkema, Neste, TOTAL, ExxonMobil and DuPont. It is interesting that some well…
Conservation agriculture: farming carbon into soils
…Private companies are now appearing to accelerate the theme. Some have ties to Shell (pages 11-12). Technology leaders for measuring soil carbon are summarized on page 13-14. The global fertilizer…
Energy storage: batteries versus supercapacitors?
…per year. IRRs of 10-50% can be achieved, even prior to CO2 prices. This 20-page note presents are our conclusions after reviewing 2,000 Western patents, and identifies leading companies exposed…
Energy Technologies and Energy Transition
…34-pages, and a video) Oil Companies Drive the Energy Transition? (June-2020, 17-pages) Chevron: SuperMajor shale in the 2020s? (Feb-2020, 11-pages) Does technology drive returns in a commodity sector? (Aug-2019, online)…
Phase change materials: technology leaders?
…in phase change materials, by quantifying 21,000 patents filed into the topic, and compiling a list of 5,800 patents by over 125 companies in the space. The leading patent filers…
US Shale: the second coming?
…2019 and 2020. The latest improvements are summarized across each category, drawing on the most interesting technical papers and the companies that have filed them. This includes petrophysics (page 7),…
Low-carbon refining: insane in the membrane?
…the hydrogen cost curve. This 14-page note presents the opportunity and leading companies. $399.00 – Purchase Checkout Added to cart The CO2 intensity of refining and the need for economic decarbonization of…