• Opinion

  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

• Opinion

  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.

• Opinion

  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?

• Opinion

  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.

• Opinion

  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

• Opinion

  Electric vehicle infrastructure investment trends to watch

  • 29 7月 2021

  Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

• Opinion

  Electrification: essential to decarbonisation but with major challenges ahead

  • 20 7月 2021

  The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

• Opinion

  The global electric vehicle race is heating up

  • 11 8月 2021

  Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

• Featured

  Carbon taxes: more carrot and a larger stick required?

  • 28 7月 2021

  Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

• The Edge

  Is the world sleepwalking into an oil supply crunch?

  • 16 7月 2021

  Where new oil supply to 2030 will come from and what it costs

• Opinion

  Three lessons the renewables boom can learn from the shale bust

  • 21 7月 2021

  What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.

• Opinion

  US oil producers live up to their promises on spending restraint

  • 16 7月 2021

  The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

• Opinion

  Coal enjoys a temporary reprieve

  • 09 7月 2021

  Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

• The Edge

  How to scale up carbon capture and storage

  • 09 7月 2021

  Industrialising a nascent technology that’s critical for net zero targets

• Featured

  Carbon taxes – which mined commodities will be the winners and losers?

  • 13 7月 2021

  Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

• Featured

  Could Africa become the home of green metals?

  • 29 6月 2021

  The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• Opinion

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Featured

  Decarbonisation: is aluminium a solution or a problem?

  • 15 6月 2021

  Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• Featured

  Tin – the forgotten foot soldier of the energy transition

  • 20 4月 2021

  What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

• Opinion

  Tracking the trajectory of the global energy storage market

  • 21 4月 2021

  Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

• Opinion

  Electric vans on the brink of a commercial breakthrough

  • 16 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  Global wind turbine market: state of play

  • 14 4月 2021

  After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

• Featured

  Could soaring prices see copper fly too close to the sun?

  • 18 5月 2021

  With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

• Opinion

  Colonial pipeline hack exposes the vulnerability of critical infrastructure

  • 14 5月 2021

  The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.