• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• Opinion

  The Biden administration struggles to get a grip on fuel prices

  • 19 11月 2021

  Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

• The Edge

  Africa’s energy challenge

  • 12 11月 2021

  African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.

• Editorial

  US Independents: cash is king in “stay flat” mode

  • 28 10月 2021

  Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.

• Editorial

  Can US Independents sustain the capital needed to survive the energy transition?

  • 04 11月 2021

  Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.

• Opinion

  What a difference a year makes – Asia’s energy leaders discuss an uncertain future

  • 21 10月 2021

  Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

• Opinion

  Oil recovery shows demand is still on a rising trend

  • 08 10月 2021

  When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

• Opinion

  The future of China’s gas demand

  • 05 10月 2021

  China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?

• Opinion

  COP26: the future of upstream is in governments' hands

  • 25 8月 2021

  Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

• Opinion

  COP26 oil demand: in the cross hairs of emissions reduction

  • 18 8月 2021

  Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

• Opinion

  Will the US gas market be a tricky balancing act this winter?

  • 11 8月 2021

  Rallying prices underscore the delicate supply-demand balance in an increasingly global market

• Opinion

  COP26: make or break for global emissions trading

  • 11 8月 2021

  Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  Can Asia avert a gas supply crisis?

  • 23 11月 2021

  Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.

• Opinion

  Germany's ‘traffic light’ coalition greenlights a faster energy transition

  • 09 12月 2021

  From ambitious renewables targets to accelerated coal phase-out and a power market overhaul, Germany's new new governing coalition looks intent on reinvigorating the Energiewende.

• Opinion

  2022 – cheerful or fearful?

  • 16 12月 2021

  After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

• Opinion

  ExxonMobil sets a net zero emissions goal

  • 21 1月 2022

  Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.

• Featured

  What lies ahead for the oil markets in 2022?

  • 19 1月 2022

  What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in the year ahead? Which risk factors are top of our watchlist? Read ‘Oil markets: 5 things to look for in 2022’ to find out.

• Opinion

  The Energy Gang podcast: The European energy crisis – a failure of policy?

  • 29 7月 2022

  Host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises.

• Opinion

  Can Europe get through winter?

  • 25 7月 2022

  Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.

• The Edge

  What's driving energy investors?

  • 14 7月 2022

  The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

• Opinion

  Changing the way Asia’s oil and gas companies raise capital

  • 30 6月 2022

  A growing number of the world’s major banks, asset managers, and insurers are signatories to the GFANZ, aligning behind the goals of the Paris Agreement. To access capital, oil and gas companies must meet tightening climate criteria adopted by many of the world’s leading financial institutions.

• Opinion

  Europe pivots away from Russian gas: how will the global market rebalance?

  • 19 5月 2022

  The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.

• Opinion

  Diesel prices an ominous sign for the economic outlook

  • 13 5月 2022

  Tight markets have sent prices soaring, boosting refiners' profits but stoking inflation.

• The Edge

  How Europe breaks its dependence on Russia

  • 12 5月 2022

  Germany is on the front line of the energy security crisis and has a radical plan to break its dependence on Russian gas, oil and coal. What can other countries learn from Germany's pivot?

• Opinion

  Why the US oil industry could call for a carbon tax

  • 29 4月 2022

  Carbon pricing can offer a simpler and more transparent way to set incentives to cut emissions.

• The Edge

  How the war is choking energy demand

  • 14 4月 2022

  US utility-scale solar: will policy power a rebound?

• Opinion

  Asia’s LNG pain is Europe’s gain - for now

  • 07 4月 2022

  “It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.

• Featured

  Wood Mackenzie 2021 Research Excellence Awards

  • 28 3月 2022

  In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.

• Opinion

  Russia sanctions begin to threaten energy flows

  • 08 3月 2022

  The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact