The structural ascent of online retail?

Online retail could structurally accelerate by c9% due to the COVID-19 crisis, as is projected in this model. A full breakdown of inputs and underlying data are included. Individuals that…

Form Energy: long-duration battery breakthrough?

Form Energy is developing long-duration energy storage to backstop renewables. The company is based in Massachusetts, has 130 employees and was founded in 2017 by a former lead from Tesla’s…

Solar Innovation at Big Oil?

“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…

Well-by-well optimisation?

Production optimisation can uplift mature fields’ output by 5-20%, varying production rates, chokes, pump-rates and EOR strategies, well-by-well across a field. It’s another way to stave off decline rates. But…

Shell: the future of LNG plants?

Shell is revolutionizing LNG project design, based on reviewing 40 of the company’s gas-focused patents from 2019. The innovations can lower LNG facilities’ capex by 70% and opex by 50%;…

Johan Sverdrup: Don’t Decline

Equinor is deploying three world-class technologies to mitigate Johan Sverdrup’s decline rates, based on reviewing c115 of the company’s patents and dozens of technical papers. This 15-page note outlines how…

US Shale: No Country for Old Completion Designs

2019 has evoked resource fears in shale, after some E&Ps posted disappointing results, and implied productivity data fell 20% YoY, according to the EIA’s data. We find the data-issues are…

The Top Technologies in Energy

What are the top technologies to transform the global energy industry and the world? This data-file summarises where we have conducted differentiated analysis, across c100 technologies (and counting). For each…

Tree database: forests to offset CO2?

Nature-based solutions are among the most effective ways to abate CO2. Forest offsets will cost $2-50/ton, decarboning liquid fuels for <$0.5/gallon and natural gas for <$1/mcf (chart below). The data-file…