• Opinion

  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

• The Edge

  Future energy – zero-carbon heating

  • 12 5月 2020

  Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.

• Opinion

  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.

• Editorial

  Will the natural resources sector recover from Covid-19?

  • 07 5月 2020

  The outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. Keep up with the spread of Covid-19 and its impact on your sector.

• Opinion

  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.

• Opinion

  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.

• Editorial

  Wood Mackenzie's accelerated energy transition 2-degree scenario: what it means for gas and LNG

  • 09 4月 2021

  How could a 2-degree world play out in the future for the global gas and LNG markets?

• Opinion

  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?

• Featured

  Build or buy: are the copper Majors rising to the growth challenge?

  • 06 4月 2021

  The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

• Featured

  The hunt for advantaged oil

  • 30 3月 2021

  Oil and gas will continue to play a key role in the world’s energy mix for decades to come. But as the energy transition takes hold only the barrels with the strongest economics and lowest carbon emissions will make it to market. Which subsurface factors could point to the optimal reservoirs and an opportunity to seize an advantage?

• Featured

  Will a lack of supply growth come back to bite the copper industry?

  • 23 3月 2021

  With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

• The Edge

  How solar is central to the energy transition

  • 19 3月 2021

  Solar's plunging costs have made it the go-to technology to decarbonise the power sector. What innovations are coming to make it even more competitive? Could too much solar be a problem for power markets? And does green hydrogen offer a second wave of growth?

• The Edge

  Will oil companies start spending again?

  • 26 2月 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?

• The Edge

  Future energy – how electric vehicles transform battery demand

  • 19 2月 2021

  Batteries are going to play a big part in achieving net-zero ambitions. Once batteries are cheap enough and deliver sufficient range, they open the door for EVs to disrupt the ICE market. When will battery costs fall enough for EVs to compete head on? And is there enough supply of key battery metals to meet the higher demand?

• Opinion

  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?

• The Edge

  Big Oil’s offshore wind journey is only just beginning

  • 12 2月 2021

  Offshore wind is at the forefront of the Euro Majors' new energy strategies. It's a proven technology, ready for scaling up – and the latest UK permits show the competition for projects is heating up. How big could it be for Big Oil?

• Opinion

  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.

• Featured

  Are we on the cusp of another mining super-cycle?

  • 23 2月 2021

  The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

• Opinion

  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?

• Opinion

  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.

• Opinion

  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

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• Featured

  How uncertainty will define the oil market in 2021

  • 28 1月 2021

  Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

• Opinion

  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.”

• Featured

  Five trends that will cut global emissions in 2021

  • 27 1月 2021

  Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

• Featured

  Tough calls for the upstream supply chain in 2021

  • 25 1月 2021

  This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

• Opinion

  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.

• Featured

  How far will upstream M&A activity rebound in 2021?

  • 25 1月 2021

  This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

• Featured

  Gas and LNG: why 2021 will be a defining year

  • 14 1月 2021

  The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

• Opinion

  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?