• Featured

  Energy storage: the market force tug-of-war continues in 2023

  • 14 12月 2022

  The energy storage market is being pulled in two directions by supply chain headwinds and policy tailwinds.

• Featured

  Will we see an upstream M&A revival in 2023?

  • 17 1月 2023

  Differing strategic drivers across key peer groups will all influence oil and gas sector deal-making in 2023.

• Featured

  Global challenges weigh on downstream chemical markets in 2023

  • 18 1月 2023

  Downstream chemical markets face a downbeat start to 2023 – long on supply, short on demand. But will demand recovery bring some much-needed relief to producer margins?

• Opinion

  Headwinds on the upstream energy transition journey

  • 18 4月 2023

  The oil and gas industry has proved its resilience in recent years – but wherever you look there are more costs and more risk. Can it rise to the sustainability challenge?

• Opinion

  Refinery-petrochemical integration disrupts gas-based cracker feedstock advantage

  • 25 4月 2023

  Gas-based feedstocks are the traditional investment driver for steam cracker investments, but with feedstock availability becoming more challenging the economics are under scrutiny.

• Opinion

  Energy storage technology: three trends to watch

  • 25 4月 2023

  Energy storage market dynamics are shaping the evolution of battery formats, components and production.

• Opinion

  Oil and gas Majors: venture capital strategies for the energy transition

  • 01 5月 2023

  The Majors have focused investment in nine areas of energy transition technology

• Opinion

  How flexible packaging demand has given BOPP film a boost

  • 27 10月 2020

  Demand for biaxially oriented polypropylene (BOPP) has grown 3.5% per annum over the last five years. But what effect has a year of unprecedented change had on the outlook?

• Opinion

  Can the polyester industry recover from Covid-19’s shockwaves?

  • 10 11月 2020

  Volume loss, overcapacity and margin squeeze have taken a toll – but there are bright spots for the polyester industry.

• Opinion

  From proposal to execution: 5 challenges on the path to net zero

  • 24 11月 2020

  The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?

• Opinion

  Can chemical recycling make plastic more sustainable?

  • 16 11月 2020

  In this insight, Wood Mackenzie explores the development of chemical recycling and how it can dramatically cut the levels of plastic sent to landfill or incineration, or leaked into the natural environment.

• Opinion

  Can the UK lead the world in carbon capture, utilisation and storage?

  • 24 11月 2020

  Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.

• Opinion

  Six trends that will shape the polyester industry to 2030

  • 09 12月 2020

  The polyester chain will undergo profound changes in a post-coronavirus world. What are the six big trends to watch out for?

• Opinion

  Nuclear – the cleanest dirty word

  • 10 12月 2020

  The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?

• Opinion

  Is net zero oil and gas production possible?

  • 05 1月 2021

  The UK’s offshore oil and gas industry has committed to cutting operational emissions in half by 2030 and achieving net zero production by 2050. Operators have taken significant steps towards decarbonisation – but achieving these goals will take leaps forward in technology, policy and investment.

• 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?

• 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.

• 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.

• 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.

• 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

  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’.

• 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.

• 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

  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?

• 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?

• 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

  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

  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?