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Notes from the build.
Oil and gas deal screening, evidence-to-decision infrastructure, and how AI fits into subsurface resource decisions without replacing expert judgment.
4 notes · latest 2026-08-23
Latest note
Oil and gas deal screening: put the seller's type curve on trial
How a buy-side oil and gas deal moves from a seller's type curve to a defensible verdict, tested against the offset wells already on the public record. The fence-and-jury method, on public data.
Read the note →The archive
- 01 How AI fits into mining diligence without replacing expert judgment AI can extract, compare, retrieve, draft, and monitor. Humans interpret geology, judge materiality, resolve ambiguity, and approve conclusions. Where the line sits, and why.
- 02 What is evidence-to-decision infrastructure? A new category for subsurface resources: infrastructure that connects fragmented evidence to traceable claims, expert review, and accountable decisions you can revise.
- 03 Mining investment diligence: from data room to defensible decision How a mining opportunity moves from a flood of unconnected documents to a traceable, reviewable, revisable decision. The structural problem and a better workflow.