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Explore the themes shaping the energy transition with our monthly thought leadership.
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A look at the global economic impacts of new US trade measures.
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The Energy Gang on what to expect from the latest round of international climate talks.
Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.
As decarbonisation ambitions grow across the Asia Pacific region, soaring fuel and power prices have improved the competitiveness of corporate renewable power purchase agreements (PPAs).
This week our Interchange Recharged podcast we are joined by Fredrik Mowill, CEO at Hystar. A company with unique and patented technology, which they hope to make the production of hydrogen from renewable electricity significantly more affordable and more accessible.
On this week’s episode, Ed Crooks is joined by Jackie Forrest of the ARC Energy Research Institute and Robbie Orvis of Energy Innovation. The year has almost ended and there’s a lot going on in the world of energy. The gang discusses key topics including what a split US Congress could mean for the energy transition and the role of natural gas as we work towards net zero.
How will shifts in the delicate balance of security of energy supply, sustainability and profitably impact exploration in 2023?
Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.
Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.
In the final Horizons podcast of 2022, we discuss five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for our energy and natural resources.
The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.
Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors
The energy storage market is being pulled in two directions by supply chain headwinds and policy tailwinds.
On this special episode of The Interchange Recharged, we highlight some of our favorite & memorable moments on the podcast in 2022.
Differing strategic drivers across key peer groups will all influence oil and gas sector deal-making in 2023.
Wood Mackenzie's APAC team looks at China’s re-opening and what it means for energy sector investment.
Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?
Rapid growth means spandex is poised to become a mainstream textile fibre – but environmental issues, commoditisation and the impact of Covid-19 all pose challenges.
Demand continues to recover – but will Europe’s gas market stay in balance? Learn about the dynamics in the European gas market this year and why Summer 2021 will be more finely balanced.
How resilient are the Majors' upstream portfolios? Which Majors lead on resilience metrics? How do companies build resilience into portfolios? Find out in this week's Edge.
But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.
Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?
Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.
Will the effect of coronavirus be more lasting for demand or supply? Will the oil price be lower-for-longer? Or, if demand recovers, could the sharp reduction in upstream investment lead to a tighter market and higher prices? Find out more in this week's Edge.
Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?
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.
The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.
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.
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.
Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?
Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds
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