Insights
Notes from the decisions that move capital.
Field development, benchmarking, natural hydrogen and regenerative medicine look like four different worlds. They share one problem: a large, irreversible commitment made on uncertain evidence. This is where I write about getting that call right.
Latest writing on energy, benchmarking, modular energy and regenerative medicine
Mature fields: finding the barrels the model forgot
Late in a field's life the easy answers are gone. How an uncertainty-tested plan, agreed by many partners, turns a tired field into an infill programme.
Read · 7 minBenchmarkingBenchmark before you commit: judging a field development plan by what others delivered
A field development plan is a forecast made by people who want it approved. Benchmarking against delivered projects is the cheapest correction available.
Read · 7 minModular & RenewablesNatural hydrogen, through a reservoir engineer's eyes
Hydrogen generated in the Earth could be the cheapest clean molecule there is. The questions that decide whether a discovery becomes a resource are reservoir questions.
Read · 8 minHealth & LongevityRegenerative medicine in the Middle East and Africa: build the rulebook before the hospital
The region has the demand and the capital to lead in advanced cell therapies. Leadership will go to the countries that build trusted regulation first.
Read · 7 minOil & GasHeterogeneity decides whether a fracture job makes money
Two wells, the same fracture design, very different results. Reservoir heterogeneity, not the frac itself, often decides the economics, and it can be priced in advance.
Read · 6 minOil & GasSimulation without the silo: an open-source field setup the operator owns
Most field studies no longer need a monolithic licence. A persistent, open-source setup per field is faster, cheaper and stays with the asset.
Read · 6 minModular & RenewablesModular energy is a real option, not a smaller plant
Building in standard, relocatable blocks is often sold on cost. Its real value is flexibility: the right to wait, expand, move or stop as uncertainty resolves.
Read · 6 minHealth & LongevityLongevity is a decision under uncertainty
The longevity market sells certainty it does not have. The tools used to value uncertain oilfields are a better guide to what the evidence actually supports.
Read · 5 minFour themes, one discipline
Where the writing comes from
The same discipline runs through all four: measure what is uncertain, forecast without bias, price the decision, and stage the capital so the next piece of evidence can still change the plan.
Oil & Gas
Two decades in subsurface: mature fields, gas condensate, fracturing, and the simulation that turns data into a development decision.
Benchmarking
Field development plans judged against what comparable projects actually delivered, before the capital is committed.
Modular & Renewables
Natural hydrogen first, then modular power and storage: energy built in stages that can be priced, paused and moved.
Health & Longevity
Regenerative medicine for the Middle East and Africa, built on regulation, evidence and investable infrastructure.