Grid edge quarterly briefing: infrastructure and investor spending on the rise

• 29 4月 2021

Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.

UK North Sea Transition Deal: a net zero basin by 2050?

• 06 5月 2021

In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?

US nuclear’s problems add to the challenge of carbon-free power

• 30 4月 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

The rising hurdles for investment in upstream

• 30 4月 2021

A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

How hard would global refiners be hit by a sharp drop in US gasoline demand?

• 14 6月 2021

What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

Why floating solar has an important role to play in the energy transition

• 08 6月 2021

We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?

Why green hydrogen is reaching a tipping point

• 09 6月 2021

An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.

North America Summer 2021 weather outlook

• 04 6月 2021

A look at our weather expectations for the upcoming summer.

Did the oil and gas industry change forever last week?

• 04 6月 2021

Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

Europe becomes a battleground for global LNG price formation

• 27 5月 2021

Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

Why oil and gas exploration is still important

• 27 5月 2021

As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

A focused Lens on Permian private players

• 02 6月 2021

Last month, Hunt Oil Company sold its 44,000 net acre position in the Midland Basin in the US to Vencer Energy. We drill into the details of the deal using Wood Mackenzie Lens Subsurface data.

Is the end of coal in sight?

• 17 11月 2021

With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?

The Biden administration struggles to get a grip on fuel prices

• 19 11月 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

How green hydrogen can ensure Australia’s place in the sun

• 18 11月 2021

Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.

Africa’s energy challenge

• 12 11月 2021

African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.

The Interchange Recharged podcast: Solar power – the silver linings of ditching silver

• 12 11月 2021

Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?

Lithium Product Suite

The greatest depth and breadth of lithium market analysis available today

Cobalt Product Suite

Comprehensive cobalt market analysis covering the entire cobalt supply chain and major cobalt markets across the globe

Rare Earths Product Suite

Unmatched analysis of the entire rare earths supply chain to help you make smarter, more informed decisions

Graphite Product Suite

Leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world

Cathode & Precursor Product Suite

Unmatched analysis of the entire cathode and precursor materials supply chain to help you make smarter, more informed decisions.

Bulk Steel Alloys Product Suite

Gain clarity of the ferrous alloy industry with our in-depth market research on bulk steel alloys.

From electric vehicle investment to virtual power plants: key themes shaping the US grid edge

• 15 11月 2021

The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.

Continental off the shelf with Permian Basin purchase from Pioneer

• 08 11月 2021

Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.

Horizons podcast: The blue-green planet

• 08 11月 2021

Dr. Liz Dennett joins special guests Gavin Thompson and Prakash Sharma to explore hydrogen's role in the future of the global energy trade.

Faster decarbonisation: back to basics for the mining industry?

• 02 11月 2021

Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.

US Independents: cash is king in “stay flat” mode

• 28 10月 2021

Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.

Major financiers capitalise on a growing US residential solar market

• 27 10月 2021

US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.

Can US Independents sustain the capital needed to survive the energy transition?

• 04 11月 2021

Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.