When will the global gas market recover from coronavirus?

• 26 5月 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Making sense of the TCFD recommendations

• 20 5月 2020

The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

PPE is giving the fibres industry some protection from coronavirus

• 22 5月 2020

While the fibres industry has seen significant demand destruction from coronavirus, not all sectors are struggling. Global demand for PPE has boomed, and many fibre and textile companies are pivoting to produce it. But this surge won't last forever.

Will coronavirus change the course of plastic circularity?

• 20 5月 2020

Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

Lower 48: How low can costs go?

• 08 5月 2020

Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

Coronavirus puts more than a third of seaborne coal supply at risk

• 06 5月 2020

With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

How coronavirus could affect the grid edge in 2020

• 30 4月 2020

The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

The energy transition in the upstream oil & gas sector: a reality check?

• 05 6月 2024

Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.

BHP eyes Anglo American for copper growth

• 14 5月 2024

Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies

Google’s demanding goals for decarbonisation

• 16 5月 2024

Which global steam crackers are at most risk of closure?

• 16 5月 2024

With ethylene producers facing multiple headwinds, we benchmark facilities to see which plants are under threat

Green steel: challenging the status quo 

• 09 5月 2024

What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

How to address risk from extreme weather in power markets

• 02 5月 2024

How can traders and other stakeholders address the risk to power networks from extreme weather events?

The challenge of growing electricity demand in the US and the shortage of critical electrical equipment

• 02 5月 2024

Electrical equipment remains a significant bottleneck to utility supply chains

BHP’s all-share offer for Anglo American

• 29 4月 2024

BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor

Counting carbon: how to set oil and gas industry emissions targets

• 13 4月 2021

Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?

How Big Oil is set to transform the offshore wind sector

• 05 4月 2021

The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

Could oil Majors and Independents generate record free cash flow this year?

• 25 2月 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Batteries with Chinese characteristics

• 10 2月 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

Offshore wind: long-term promise after short-term decline

• 04 2月 2021

Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

Are Japan’s upstream players heading for the exit?

• 02 2月 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

Biden’s climate plans aim at job creation

• 29 1月 2021

The president wants to support renewables and EVs, while having little immediate impact on oil and gas

China-US relations, tech wars and climate change

• 26 1月 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Making sense of Asia’s sky-high spot LNG prices

• 20 1月 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Is the energy transition road paved with scrap metal?

• 07 1月 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Catch, don’t release: the dawn of the CCS era

• 11 8月 2021

With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

Tracking the source of the single-use plastics crisis

• 03 8月 2021

Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.

COP26: how the energy and natural resources industries are responding to climate change challenges

• 04 8月 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions