• Opinion

  Lead is not dead

  • 16 6月 2020

  The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.

• Opinion

  Metals and mining: who gets hit hardest by an economic slump?

  • 19 6月 2020

  Demand destruction and falling revenues leave some industry players at risk of financial distress.

• Opinion

  What investors want to know about energy and natural resources

  • 17 6月 2020

  The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

• Opinion

  Australia’s North West Shelf set for change

  • 24 6月 2020

  Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.

• Opinion

  Is Asia’s offshore wind sector ready for take-off?

  • 01 7月 2020

  Costs will continue to fall with technology and scaling - average global offshore wind generation cost will be halved by 2028 - but without a clear route-to-market that requires policy and financial support from governments, developers will be hesitant to invest in offshore wind.

• Opinion

  What does Chesapeake's bankruptcy mean for US natural gas?

  • 01 7月 2020

  Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.

• Opinion

  Distress signals: where are the chemicals industry pain-points?

  • 08 7月 2020

  Covid-19 has created challenging economics for many petrochemicals players, leaving some at risk of financial distress.

• Opinion

  Is Japan ready to tackle its coal problem?

  • 08 7月 2020

  Does LNG stand to benefit? What would it mean for Japan’s emissions?

• Opinion

  What obstacles do North Sea operators face on the path to net zero?

  • 22 7月 2020

  The energy transition could have created an existential crisis for the North Sea. But governments and North Sea upstream operators are embracing ambitious projects and technology on the road to net zero.

• Opinion

  Offshore wind propels the UK’s net zero ambitions

  • 16 9月 2020

  The UK is home to around 35% of the world’s installed offshore wind capacity. Technology evolution will be vital to maintain the growth of the sector.

• Opinion

  US tight oil and the global oil market

  • 21 9月 2020

  Currently, US tight oil meets 10% of global demand. Find out how a slow recovery would impact the global oil market, and what it would mean for OPEC and non-OPEC producers.

• Opinion

  Why polyolefins are the polymers to watch

  • 07 10月 2020

  Polyolefins dominate global plastics production, and offer useful insights into the overall health of the petrochemicals industry. So what are the drivers of demand? How has coronavirus altered the picture? And what really sets polyolefins apart in a chemicals portfolio?

• Opinion

  Green metals: the journey to decarbonisation

  • 07 10月 2020

  What does the path to becoming greener look like for steel and aluminium, two carbon-intensive industries?

• Opinion

  How much value does refinery-chemicals integration add for Total and Shell?

  • 13 10月 2020

  Integration has become a strategic imperative, but measuring value is notoriously difficult. Our experts crunched the numbers for Total’s integrated portfolio and looked at how that compared to Shell.

• Opinion

  Australia’s upstream M&A market is hotting up

  • 13 10月 2020

  Deals are emerging across the sector, but finding the right buyer is a challenge. For the Majors, freeing up capital, bolstering balance sheets and clearing out assets which could be a drag on future cashflows is a priority. But it's a difficult time to sell.

• Opinion

  Metals and mining: an industry at a crossroads

  • 14 10月 2020

  How has a year of unprecedented challenges affected mined commodities? Julian Kettle shares his view on the impact of a global pandemic, and the opportunities and risks posed by the energy transition.

• Opinion

  Can bioplastics make the chemicals industry greener?

  • 15 10月 2020

  Biosourced, biodegradable polymers are a low-carbon alternative – but they’re yet to break into the mainstream.

• Opinion

  What would a Joe Biden win mean for oil and gas?

  • 29 7月 2020

  As Joe Biden nudges ahead in the US presidential polls, the oil and gas industry should prepare for far-reaching potential changes.

• Opinion

  LNG is challenging India’s deepwater future

  • 28 7月 2020

  With India’s gas market shaken by Covid-19, and low spot LNG prices expected to persist at least until 2022, the full commercialisation of these deepwater volumes is at risk.

• Opinion

  How green is the EU pandemic recovery package?

  • 30 7月 2020

  Despite EU leaders reaching agreement on the €750 bn pandemic recovery package, a substantial hurdle remains; ratifying the deal in the European Parliament, where its green credentials will be scrutinised

• Opinion

  Tesla’s record-low solar pricing is a risky move

  • 31 7月 2020

  Tesla has introduced a standardized approach to solar sales, but the approach is a gamble for the company and solar customers

• Opinion

  Green steel gets a boost from European economic recovery plans

  • 03 8月 2020

  European governments provide welcome support for steel decarbonisation in post-pandemic plans

• Opinion

  Setback or shock: when will plastics demand bounce back from coronavirus?

  • 08 4月 2020

  The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?

• Opinion

  Paper or plastic: what’s the most sustainable flexible packaging?

  • 25 8月 2020

  Paper is often lauded as a far more environmentally-friendly alternative to plastic – but but comparing green credentials is a complex issue.

• Opinion

  Electric vehicles market to get back on track post-Covid-19

  • 26 8月 2020

  EV sales to benefit from governments’ commitments to “green recovery”

• Opinion

  Is PetroChina really going green?

  • 02 9月 2020

  The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.

• Opinion

  The Majors’ energy transition: Corporate New Energy Series

  • 10 12月 2020

  The European Majors’ energy transition strategies continue to accelerate, with increasingly ambitious (and competitive) carbon reduction targets and New Energy portfolios. Meanwhile, the transatlantic divide with the US Majors is becoming deeper, with little sign yet that the US oil majors will follow their European peers’ corporate transformations.

• Opinion

  Expansion opportunities beckon for China’s wind companies

  • 07 2月 2023

  The winds of opportunity are blowing for Chinese onshore and offshore companies.

• Opinion

  Can imports solve the plastic recycling challenge?

  • 09 2月 2023

  Recycled material is key to a more circular plastics economy – but where local supply struggles to match demand brands may need to weigh up the import option.

• Opinion

  Asia’s nuclear power surge

  • 15 2月 2023

  Is nuclear key to net zero in Asia?