• The Edge

  Getting serious about tackling global warming

  • 09 4月 2021

  COP26 is where concerted global action on reducing carbon emissions should kick off. The EU is in the vanguard, with plans to reduce emissions by 55% by 2030. Is the EU's ambition achievable? And could it provide a template that others follow?

• Opinion

  How carbon pricing could reshape upstream oil and gas economics

  • 31 3月 2021

  Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

• Opinion

  Sunrun retains its title as the largest residential solar installer in the US

  • 31 3月 2021

  Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?

• Opinion

  Suez blockage highlights Asia’s vulnerability to disruptions

  • 31 3月 2021

  The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

• Opinion

  How bitcoin mining can support the energy transition

  • 07 4月 2021

  While it's no magic bullet, bitcoin mining has strong potential in both demand response and exploiting stranded capacity in electricity generation.

• Opinion

  President Biden aims for higher employment and lower emissions

  • 01 4月 2021

  Two announcements this week showed the administration attempting to deliver on its promise that a key goal of climate policy is job creation.

• Opinion

  Rethinking solar operations with digital technology

  • 08 4月 2021

  Digital tools are transforming the solar industry. Developers are refocusing on building out advanced, integrated software stacks that bring their operations, analytics and customer engagement to the next level.

• Opinion

  Refinery-petrochemicals integration: your questions answered

  • 08 4月 2021

  With petrochemical demand growth resilient and the energy transition putting pressure on transport fuel demand, the role of integrated refinery-petrochemical sites will only grow. How does integration alter the competitive position of a site? And what are the threats to its value? Read our answers to these questions, and more.

• Opinion

  US E&Ps on a capital-raising spree

  • 26 3月 2021

  Near-zero interest rates and higher oil prices have created ideal conditions for E&Ps to issue debt. Will the capital inflows enable them to ramp up activity faster?

• Opinion

  Is there light at the end of a dark tunnel for US coal markets?

  • 26 3月 2021

  US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Opinion

  Will renewable auctions underpin Europe’s net zero ambitions?

  • 23 3月 2021

  As Europe realigns itself to deliver the increased ambition of 55% emissions reduction targets by 2030, renewables take centre stage. The region’s pipeline of wind and solar developments highlights the essential role that centralised auctions will continue to play. But can they deliver the necessary capacity? And could renewables become a victim of their own success?

• The Edge

  How innovation and carbon are shaping future LNG supply

  • 26 3月 2021

  LNG might be the last great growth opportunity in oil and gas. But the difficult investment environment and buyers’ appetite for low-carbon LNG are among the challenges facing developers.

• Featured

  Wood Mackenzie 2020 Research Excellence Awards

  • 23 3月 2021

  In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

• Opinion

  Vaccinations point the way to energy demand recovery

  • 19 3月 2021

  It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

• Opinion

  How will the operations and maintenance market adapt to offshore wind’s rapid rise?

  • 22 3月 2021

  Offshore wind operational expenditure is expected to grow 16% annually to €10 billion by 2029. How will changing industry dynamics, such as improved economies of scale and reductions in subsidies, affect the operations and maintenance (O&M) market?

• Opinion

  Six ways the onshore wind O&M market will transform this decade

  • 16 3月 2021

  Global operating capacity for onshore wind is set to surpass one terawatt this decade – and annual operations and maintenance spend will hit US$25 billion. Where will this spend be focused? And how will the O&M market change?

• Opinion

  Drone strikes attempt to disrupt Saudi oil exports

  • 12 3月 2021

  Houthi militants have failed in recent attempts to hit targets in Saudi Arabia. But markets and governments are watching closely for a possible threat to oil supplies

• Opinion

  Four ways US solar broke records in 2020

  • 16 3月 2021

  The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• The Edge

  Big Oil’s separate paths to decarbonisation

  • 12 3月 2021

  All of the Majors have strategies for the energy transition, they're just doing it in different ways. The Euro Majors have set net-zero targets and are diversifying into renewables; the US Majors' strategy is about decarbonising oil and gas. What's behind the different approaches? How will coming changes in US policy on climate change influence the US Majors' strategies? And what about ESG pressure from investors?

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Editorial

  Tracking Tesla's revenue generator: the Fremont Factory

  • 05 3月 2021

  A look into what our real-time data is capturing at Tesla's Gigafactories in terms of deliveries, current production levels and more.

• Editorial

  MISO's generation overhaul and transition towards renewables

  • 10 3月 2021

  Renewables are expected to double their market share in the Midwest. MISO is quickly shifting away from its thermal generation-based fleet towards a more diverse, renewables-based fleet. The recent generation additions and retirements across MISO Classic emphasize the need for grid reliability and an increase in interregional transmission capacity.

• Opinion

  Australian coal exports bounce back from China’s ban

  • 04 3月 2021

  Australia’s coal exporters have staged a recovery after volumes to China plummeted.

• Opinion

  From federal spending to Texas blackouts: key themes shaping the US grid edge

  • 03 3月 2021

  The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Opinion

  Federal leases and permits: how much could US tight oil shrink?

  • 03 3月 2021

  The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

• Opinion

  The Texas energy crisis: its causes and consequences

  • 19 2月 2021

  Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?