For lenders & partners
Trust loop vs black-box AI
What PetroReal v1 does today — and what the 2022 deck promised but we refuse to fake.
The loop
- Pull live RRC production from Supabase (437k+ rows).
- Run EVAL: Arps decline + 2-year holdout backtest.
- Gate: <4 yr history, r² < 0.5, or MAPE > 50% → REFUSED with sha256 receipt.
- Passing leases get P10/P50/P90 — bands derived from holdout error, not marketing.
- ECON runs only on certifiable streams; missing price deck / LOE → refused.
- Package rollup sums NPV across leases; partial packages are labeled PARTIAL.
Shipped today (v1)
- One-click lease search, basin rollups, well workspace
- P10/P50/P90 production + EUR with holdout MAPE on screen
- P10/P50/P90 NPV DCF + oil/gas/LOE what-if sliders
- Multi-lease package economics
- Cryptographic receipts on every outcome
Deck promises we do not claim yet
- "Pure AI" quantile regression — v1 uses governed Arps + holdout bands
- Undrilled location forecasting — refused without spatial validation
- Attribute fusion (logs, completions, seismic) — production-only corpus
- 1% Delaware benchmark — not reproduced; we show MAPE, not hype
- PetroReal-VIEW / IoT — refused until sensor partnership exists
Demo path for Nester
Dashboard → search PEGASUS → open well → drag econ sliders → Package rollup with DENVER + PEGASUS + RUCKMAN → show refusal on a short-history lease.
Decision-support only. Not reserves certification. Every refusal is a correct output when evidence does not support the claim.