Search results for: “digital”
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Deploying the Digital Twin
This data-file tabulates 36 recent technical papers into “digital twins” since 2017, in order to understand how the technology is being deployed around the upstream oil and gas industry: principally to improve platform uptime, prevent rig downtime and inspect subsea infrastructure.
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Do “digital” completions lift Permian IRRs?
We have modelled the economic uplift of extra digital instrumentation on a typical Permian well. At $50/bbl oil, c$0.4M of extra instrumentation costs, which add 10% to well-productivity, will raise overall NPV by $1M and IRR by 5pp per well.
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Energy transition: a new era? (driven by AI)
Energy transition remains among the most important and exciting topics in the world. But it is now less driven by Net Zero ambitions, and more so by digital and AI technologies. These offer world-changing possibilities; re-accelerating GDP, returns on capital, and commodities. This 13-page report captures our latest outlook on energy transition, and the opportunities…
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MOSFETs: energy use and power loss calculator?
MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.
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CMOS image sensors: leading companies?
This screen captures a dozen leading companies in CMOS image sensors, which underpin modern digital imagery, from cell-phone cameras to vehicle applications to industrial robots with “machine vision”. It is a concentrated landscape, with incumbents in Japan, Korea, the US and Europe, and fast-growing Chinese competitors. What upside here amidst the rise of AI?
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Indium producers: companies and market outlook?
35 indium producers are screened in this data-file, as our energy transition outlook sees primary demand rising 4x from 900 tons in 2022 to over 3.5ktons in 2050, for uses in HJT solar cells and digital devices. 60% of global supply is produced by 20 Chinese companies. But five listed materials companies in Europe, Canada,…
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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”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables. In each case, we profile the leading company, its edge and the proximity…
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Blockchain in the Oil & Gas Supply Chain
This datafile tabulates ten examples of deploying Blockchain in the oil and gas industry since 2017; including companies and cost savings. Most prior examples are in trading. For 2020, we are particularly excited by the broadening of Blockchain technologies into the procurement industry, which can deflate shale costs.
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Digitization after the crisis: who benefits and how much?
We have constructed a database of digitization case studies around the energy industry to quantify the benefits, screen the most digital operators and identify longer-term winners in the supply chain. The theme will accelerate. Just 8% of digitized industrial processes will be materially disrupted due to COVID-19, compared to 80% of non-digitized processes.
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Upstream technology leaders: weathering the downturn?
Leading technologies correlate 50-80% with ROACEs and -88% with costs in the energy industry. Hence, we assessed 6,000 patents from 2018-19, to determine which Energy Majors are best-placed to weather the downturn, benefit from dislocation and thrive in the recovery. We find clear leaders in onshore, offshore, shale, LNG and digital.
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