• The Edge

  What's driving energy investors?

  • 14 7月 2022

  The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

• The Edge

  Why miners won’t invest in the metals supercycle

  • 30 6月 2022

  Would a merger of Big Oil with Big Mining make sense?

• The Edge

  Wham, bam, CBAM

  • 10 6月 2022

  The European Commission (EC) plans to introduce the Carbon Border Adjustment Mechanism (CBAM), which could be a first step towards a global carbon market.

• The Edge

  How to rate IOCs’ resilience and sustainability

  • 20 5月 2022

  The big themes of resilience and sustainability will be increasingly important for oil and gas as the transition gains pace. Our new CoRSI analysis shows how the industry is preparing for tougher times.

• The Edge

  COP29 key takeaways

  • 25 11月 2024

  Progress on finance and carbon, but still much to do in Belém

• The Edge

  Renewable developers change tack

  • 12 12月 2024

  Market challenges driving shifts in investment

• The Edge

  What the Middle East conflict means for oil and LNG

  • 03 10月 2024

  With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

• The Edge

  Future energy: biomethane’s time has come

  • 17 10月 2024

  Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

• The Edge

  What’s driving the upstream revival in Southeast Asia?

  • 19 9月 2024

  Four reasons the industry has started to invest again.

• The Edge

  Three factors driving US liquids production to new heights

  • 05 9月 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• 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.

• 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.

• 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.

• 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.

• 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.

• The Edge

  What will define LNG’s three phases of market growth?

  • 06 6月 2024

  Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

• The Edge

  Rebooting Asia’s energy transition

  • 16 5月 2024

  Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

• The Edge

  Oil closes in on peak oversupply

  • 28 4月 2020

  The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

• The Edge

  Seven days that shook the world

  • 13 3月 2020

  The coronavirus outbreak has derailed OPEC+, thrown the oil market into turmoil and sent an already unloved sector into freefall. What are the implications?

• The Edge

  Guyana – global oil’s new king of the heap

  • 10 3月 2020

  Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.

• The Edge

  Have we passed ‘peak growth’ for tight oil?

  • 25 2月 2020

  Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

• The Edge

  Global LNG and coronavirus

  • 18 2月 2020

  LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

• The Edge

  Future energy – green hydrogen

  • 04 2月 2020

  Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• The Edge

  OPEC‘s challenge in 2020: balancing an oversupplied oil market

  • 03 12月 2019

  Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• The Edge

  The Majors have got bigger – but are they better?

  • 29 10月 2019

  Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.

• The Edge

  Shipping fuels, crude oil markets and the environment

  • 22 10月 2019

  How will the new IMO 2020 regulations affect the demand for different crudes? Will the refining industry cope with the change specification? Who will be the winners and losers among producers and refiners? Latest analysis here.