Electric Vehicles – transportation disruptor, part 2

• 31 7月 2018

We explored how the market for EVs might develop in Part 1. This week Ed Rawle, Head of Oils Research, chats about the implications for global oil demand.

How can governments introduce more competitive fiscal terms?

• 23 8月 2017

With capital scarce, terms must be attractive to win new investment.

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

Dividends or growth – Big Oil’s dilemma

• 27 7月 2017

The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

Taking a closer look at Trump's blueprint for US energy

• 27 1月 2017

Our analysts take an early look at the expected resolution and implications of key policies spanning oils and refining, gas, and coal.

‘Lower for longer’ oil prices, industry finances and growth

• 03 3月 2017

Our Corporate Analysis team, led by Tom Ellacott, shows that for the 60 companies we cover in depth, net debt has increased by 22% or US$142bn since 2014.

Conventional exploration – playing devil’s advocate

• 06 6月 2017

Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

There’s finance galore – but only for the right upstream growth strategies

• 29 9月 2016

According to Chief Analyst Simon Flowers, there is finance galore for those with the right growth story. For the rest, slim pickings.

Resetting the oil and gas industry’s structural cost base – the same old song?

• 31 10月 2016

The industry needs to keep its foot on the pedal and effect a structural reset before the opportunity is lost, with signs that the down cycle may be bottoming out.

Upstream growth back on the agenda: the M&A ‘barometer’ is signalling better climes ahead

• 23 1月 2017

A strengthening flow of deals is a clear indicator that the M&A market is getting back to business as usual, and companies are starting to think of growth again.

Trump Administration: the first 100 days

• 27 4月 2017

Hear Verisk Maplecroft review Trump's first 100 days in office. What geopolitical risks have we seen? Will domestic stalemates force emphasis on foreign policy? Jimena Blanco and Paul McConnell discuss the risks, rewards and repercussions.

US COP21 withdrawal: Is this actually a step forward?

• 02 6月 2017

On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

2035: a new global powerhouse emerges

• 13 4月 2017

Move over China. Rising incomes, population growth and industrialisation are fuelling a period of rapid, sustained growth in India's energy demand that could reshape the global scene.

Back to the future

• 03 10月 2017

Back to the future: as oil prices move will fiscal terms follow?

The rise and fall of black gold

• 09 8月 2017

The market used to worry about peak oil supply. Now the focus has shifted. With the world now considering a structural decline in oil demand, which sectors will feel the greatest impact?

Live from COP29: Are businesses still driving the energy transition?

• 15 11月 2024

What do businesses need from governments to advance climate progress? Find out on the latest Energy Gang episode.

Can CCUS help achieve Net Zero?

• 19 11月 2024

Is CCUS the solution to Net Zero, or a temporary fix? Sylvia Leyva Martinez and Wood Mackenzie experts discuss the key policies and challenges shaping its future.

The impact of Republican control on US energy policy and the IRA

• 19 11月 2024

We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

Live from COP29 – One weird trick to solve our energy problem

• 21 11月 2024

Live from COP29, Ed Crooks talks to top experts about US policy changes, carbon tariffs and why the best energy is the energy we don’t use.

A second Trump administration

• 07 11月 2024

A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

Live from COP29: climate finance at the forefront

• 12 11月 2024

What’s top of the agenda at COP29? The Energy Gang is live from day one at COP29, where industry leaders are debating climate finance.

COP29 faces climate finance challenge

• 12 11月 2024

The COP29 climate talks began on Monday with climate finance at the top of the agenda. A meaningful deal would show the international effort to tackle climate change is still alive. Failure could further delay the transition to low-carbon energy.

The Trump administration's AI strategy points to strong growth in US power

• 25 11月 2024

AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.

Predictions for energy and natural resources in 2025

• 13 12月 2024

The impact of Chinese EVs, ambitious NOCs, the Saudi storage boom and more, as Wood Mackenzie analysts look ahead to next year

CCUS growth challenged by current economics

• 10 10月 2024

Speaking at Wood Mackenzie’s Carbon Capture, Utilization and Storage Conference in Houston, Peter Findlay, research director and head of CCUS economics for Wood Mackenzie, said that despite a growing market for carbon capture, utilisation and storage (CCUS), economics remain challenging, and many potential projects are at risk.

AI and data centres will transform US power market dynamics

• 31 10月 2024

Booming data centre build-out is a key driver of resurgent US power demand.

Uncertainty casts a shadow over US LNG

• 25 10月 2024

Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.

Getting China back on track

• 24 10月 2024

Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

Decisive action needed to achieve net zero by 2050, as world is currently on path for 2.5 ˚C to 3 ˚C global warming

• 29 10月 2024

A string of global shocks has likely put 2030 emissions reduction targets out of reach. But with decisive action, there is still time to reach net zero emissions by 2050, according to Wood Mackenzie’s ‘Energy Transition Outlook’ report, a milestone assessment of the global journey towards a lower carbon future.

The Energy Gang’s review of the year in energy

• 23 12月 2024

China’s booming EV industry, AI and clean energy, questions over hydrogen, and the other big stories from 2024