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UPSTREAM EP ADVISORS
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Beyond P10/P50/P90: AI, Vectored Uncertainty and the Future of Investment Decisions
Knowing, uncertainty is not enough! Monte Carlo Simulation has been doing that for decades, what is important; knowing how widely NPV may vary does not tell us which way the world is moving—or why.
I think of this distinction as scalar versus vectored uncertainty.
Scalar uncertainty asks: How much might the outcome vary?
Vectored uncertainty asks: What plausible future are we moving toward, what forces are driving us there, and what would tell us that direction is b
Tariq Siddiqui,
Aug 272 min read


Why CCS Projects Struggle Long Before Final Investment Decision?
For investors, developers, and project sponsors, the question is simple:
How do we identify the most promising opportunities before spending millions of dollars on detailed studies, permitting, and engineering?
This challenge led to the development of Stratacore™, an AI-assisted CCS Opportunity Screening & Development Advisory Platform.
Tariq Siddiqui,
Jun 32 min read


Agentic AI Meets CCS : Building a Smarter Project Screening Tool /Decisions
Over the past few weeks, I’ve been experimenting at the intersection of my core domain—carbon capture and storage (CCS)—and a rapidly evolving concept in AI: agentic systems.
Tariq Siddiqui,
Apr 232 min read
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