• Opinion

  The LNG Majors' strategies in five key charts

  • 01 8月 2024

  LNG remains at the heart of the Majors’ growth strategies.

• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 8月 2024

  A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

• The Edge

  Unlocking the potential of white hydrogen

  • 25 7月 2024

  Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

• Opinion

  How global trade can help build the clean energy economy

  • 23 7月 2024

  How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.

• The Edge

  Is it time for a global climate bank?

  • 18 7月 2024

  Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.

• Opinion

  2024 tight oil costs: the push and pull between efficiency and OFS rates

  • 24 7月 2024

  Are efficiency gains enough to offset price inflation?

• Opinion

  Climate transition plans: time for companies to take action

  • 24 7月 2024

  The need for a comprehensive and credible climate transition plan is growing – companies must take note.

• Opinion

  The outlook for European power and renewables

  • 22 7月 2024

  Navigating revenues for grid-scale storage, deploying the onshore renewables pipeline and avoiding another false dawn for hydrogen

• Opinion

  Are low profits to blame for the energy transition lagging?

  • 09 7月 2024

  Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?

• Opinion

  Could new EU tariffs on Chinese imports slow EV adoption?

  • 09 7月 2024

  Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire

• Opinion

  Can ExxonMobil make attractive returns from its US CCUS portfolio?

  • 21 6月 2024

  We analyse whether ExxonMobil's CCUS projects in the US can compete for capital in its portfolio

• The Edge

  A window opens for OPEC+ oil

  • 20 6月 2024

  Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

• Opinion

  Nuclear power needs a way to break the stalemate

  • 25 6月 2024

  Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.

• Opinion

  4 years into a difficult transformers market in the US, is there a potential end in sight?

  • 27 6月 2024

  Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market

• Opinion

  Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

  • 27 6月 2024

  Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.

• Opinion

  CCUS: the US$196 billion investment opportunity

  • 26 6月 2024

  Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.

• Opinion

  More running room in Lower 48 efficiencies?

  • 19 6月 2024

  Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.

• Opinion

  Our top takeaways from the Solar & Energy Storage Summit 2024

  • 01 7月 2024

  Analyst highlights from our annual conference

• Opinion

  Hydrogen costs in 2024: what you need to know

  • 01 7月 2024

  Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term

• Opinion

  Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

  • 28 6月 2024

  Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• Opinion

  Insights from the World Hydrogen Summit 2024

  • 05 6月 2024

  From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase

• Opinion

  What does summer 2024 hold for North American gas and LNG?

  • 31 5月 2024

  Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply

• The Edge

  The coming low carbon energy system disruptors

  • 30 5月 2024

  Momentum towards the 1.5˚C goal of the Paris Agreement may be faltering but while the pursuit of net zero is slowing, it won’t stop. Multiple low carbon technologies will be needed at scale to achieve a 2˚C or lower pathway to complement those such as renewables already on the front line of decarbonisation.

• Opinion

  Three challenges to overseas expansion for the Chinese cathode sector

  • 11 6月 2024

  Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

• News Release

  ConocoPhillips acquisition of Marathon Oil creates third largest producer in the US Lower 48, says Wood Mackenzie

  • 30 5月 2024

  Addressing ConocoPhillips (COP) acquisition of Marathon Oil (MRO) in an all-stock transaction valued at US$22.5B, Alex Beeker, research director, corporate research for Wood Mackenzie said, “The addition of Marathon further solidifies ConocoPhillips in a league of its own, with few true peers. For ConocoPhillips, this is a diversified and balanced move across multiple geographies.”

• Opinion

  Is the IRA paying off for the US solar supply chain?

  • 31 5月 2024

  As the US solar supply chain industry faces multiple challenges, the jury is still out

• Opinion

  How do integrated companies position themselves in the changing downstream landscape?

  • 05 6月 2024

  We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.

• Opinion

  Batteries: frequently asked questions

  • 04 6月 2024

  An introduction to batteries, from technical specifications to battery raw materials.

• Opinion

  Breaking down the barriers to grid innovation

  • 31 5月 2024

  When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.