2020年第四季度金属在线研讨会

• 03 11月 2020

2020年是充满不确定性的一年，突如其来的疫情给全世界的经济带来巨大的冲击，也深深地影响了金属的市场和商品的价格。和诸位一道，伍德麦肯兹也在紧密跟踪这一年来市场的变化。 在2020年逐步接近尾声之际，我们回顾过去，总结当下，展望未来，在第四季度金属研讨会上为您带来金属行业独到的分析，与您分享我们最新的观点。本次研讨会的话题包括： • 铝市场展望 • 铜市场展望 • 金市场展望 • 镍市场展望

LME Week 2020: $1 trillion needed for key energy transition metals by 2035

• 21 10月 2020

More than $1 trillion of investment will be needed in key energy transition metals - aluminium, cobalt, copper, nickel and lithium - over the next 15 years just to meet the growing demands of decarbonisation, according to Wood Mackenzie. This is almost double the figure invested over the previous 15 years.

Metals & Mining Briefing | Is 2020 the year that changed mined commodities forever?

• 10 11月 2020

Join our senior metals and mining experts as they assess the impacts of 2020 on mined commodities and what's in store next for markets.

Global energy storage capacity to grow at CAGR of 31% to 2030

• 30 9月 2020

Wood Mackenzie’s latest report shows global energy storage capacity could grow at a compound annual growth rate (CAGR) of 31%, recording 741 gigawatt-hours (GWh) of cumulative capacity by 2030.

Energy transition to be key driver of Australia’s upstream M&A

• 01 10月 2020

The energy transition is expected to be a major driver of the future of Australia’s upstream M&A, says Wood Mackenzie.

Devon seals WPX merger

• 28 9月 2020

Speaking after the merger of Devon Energy and WPX Energy was announced this morning, Alex Beeker, principal analyst, corporate upstream, at Wood Mackenzie, said: “Tight oil consolidation has been underway for years, but extreme market volatility has slowed the process considerably. WTI has essentially hovered around US$40/bbl since June, with the stability likely closing the bid-ask spread. “We’ve expected Devon to make a move for some time. With US$1.5 billion in cash on its balance sheet (albeit earmarked for debt reduction), Devon is on a relatively strong financial footing. But Devon has been shrinking fast since its disposal program started in earnest about two years ago. The company’s net production is down 40% since 2018.”

Webinar | Surviving a coronavirus winter: how to sanitize your winter risk in the natural gas retail markets

• 15 10月 2020

Join us on Thursday, October 15 to discuss how to minimize risks and maximize profits in retail gas this winter.

Hess sells Shenzi stake to BHP in US$505m deal

• 05 10月 2020

Hess is selling its 28% working interest in the Shenzi field in US Gulf of Mexico to operator BHP.

Chrysaor seals North Sea top spot with reverse takeover of Premier Oil

• 06 10月 2020

Privately-held UK Independent Chrysaor is buying London-listed Premier Oil by way of reverse takeover. Premier’s US$2.7 billion of debt and hedging liabilities will be repaid and cancelled via a US$1.232 billion cash payment, plus Chrysaor shares.

Webinar | The O&G sector’s energy transition: ​​​​​​​leaders and laggards

• 15 10月 2020

Wood Mackenzie invites you to join the Go Net Zero Energy Talks on Thursday, 15th of October (13:00 BST) to explore the impact of the energy transition on other players in the sector and their upstream strategies.

Portfolio resilience and sustainability at the core of corporate concerns

• 20 10月 2020

Wood Mackenzie’s 2020 Energy and Commodities Summit Asia Pacific edition kickstarted yesterday. Experts shared their views on how the energy sector is changing in light of the oil price crash, Covid-19 and the latest carbon-neutrality trends.

Achieving 2-degree world remains Herculean task

• 24 9月 2020

Wood Mackenzie’s annual Energy Transition Outlook, released today, says the world must combine coronavirus recovery efforts with massive investments in renewable energy and clean infrastructure if it is to limit global warming to 2 degrees or lower.

China pledges to be carbon-neutral by 2060

• 23 9月 2020

On 22 September, China announced its ambition to be carbon-neutral by 2060. Wood Mackenzie experts weigh in on what this means.

UK can lead world in net zero energy technologies – but investment is critical

• 16 9月 2020

Wood Mackenzie today delivered a comprehensive roadmap for the North Sea’s future to the OGTC, setting out the critical technologies needed to deliver an integrated net zero energy system on the UK Continental Shelf (UKCS), positioning the UK as a world-leader in the move to a low carbon world.

Webinar | How have the tumultuous events of 2020 affected the Energy Transition in the Middle East and Northern Africa?

• 29 9月 2020

Indonesia’s straddle between gross split and cost recovery is positive step forward

• 17 9月 2020

Introducing a choice between gross split and cost recovery for new licences is a positive step forward for Indonesia's upstream sector, says Wood Mackenzie.

Southeast Asia’s wind power needs US$14 billion new investments by 2030

• 22 9月 2020

Southeast Asia’s wind power sector requires at least US$14 billion of investments by 2030, says Wood Mackenzie. This is to support the 8.9 gigawatts (GW) of new wind power capacity that Wood Mackenzie expects to be added between 2020 and 2029.

Green hydrogen cost to halve by 2030 - a boost to South Korea’s hydrogen ambitions

• 20 8月 2020

Onsite green hydrogen production cost is expected to halve by 2030, signalling a boost to South Korea’s hydrogen ambitions, says Wood Mackenzie.

Japan to exceed 2030 renewables target supported by US$100 billion investments

• 19 8月 2020

Over US$100 billion of investment in wind and solar power plants are expected to push the renewables share to 27% of Japan’s generation mix by 2030, exceeding the country’s target, says Wood Mackenzie.

Webinar | Chemicals integration: the winners and losers

• 02 9月 2020

The chemical industry has established “cost of production” as the measure of asset competitiveness. The by-product credits from refinery integration challenge this simplified view, making it vital to understand the holistic value generation capability of an integrated site. View our recent webinar on demand - Chemicals integration: the winners and losers

Biden loss would end hopes of US decarbonisation before 2050

• 01 9月 2020

The outcome of the 2020 US presidential election will dictate the pace of decarbonisation for decades, according to new research from Wood Mackenzie.

What could a Biden win mean for electric vehicle adoption in the US?

• 08 9月 2020

The Biden campaign has previously underlined the important role electric vehicles (EV) will play in reducing greenhouse gas emissions in the US. To encourage EV adoption, the campaign has three key targets: deploying 500,000 new public EV charging outlets, restoring the full EV tax credit, and developing a new fuel economy target.

Webinar | Unpacking PJM’s extended Minimum Offer Price Rule

• 24 9月 2020

In this webinar, Wood Mackenzie research analysts will present key findings from their analysis of PJM’s extended Minimum Offer Price Rule (MOPR), with a focus on its impact on capacity price forecasting and clearing technologies.

Key battery metals need more investment to meet climate targets

• 10 9月 2020

According to Wood Mackenzie's Accelerated Energy Transition (AET) scenario, which sees global warming limited to 2.5 degrees (Celsius), the battery raw materials supply chain requires much more investment by 2030.

Utilities drive Q2 growth in US as pandemic causes drop in rooftop solar installations

• 10 9月 2020

The US solar market installed 3.5 gigawatts (GW) of new solar photovoltaic (PV) capacity in Q2 2020, a drop of 6% from Q1 installations. At the same time, utility-scale solar remained resilient despite the Covid-19 pandemic, representing 71% of all new solar capacity brought online in Q2.

China to add 251GW of new wind capacity by 2029

• 03 8月 2020

China is expected to add 251 gigawatts (GW) of new wind capacity between 2020 and 2029, says Wood Mackenzie. The country’s wind power market could reach a cumulative grid connected capacity of 461GW by the end of the decade.

BP underscores commitment to energy transition

• 04 8月 2020

Today’s BP strategy update marked a big step forward, filling in many of the blanks, including detailed guidance to 2030. It leaves stakeholders with a much clearer idea of where BP is headed over the next decade, how it will to get there and what that means for the value proposition.

European Green Deal Guide

• 12 8月 2020

What is the European Green Deal and how should you prepare to benefit from the energy transition?

Global lithium-ion cell manufacturing capacity to quadruple to 1.3 TWh by 2030

• 11 8月 2020

Wood Mackenzie’s latest report shows that global lithium-ion cell manufacturing capacity pipeline could rise fourfold to reach 1.3 terawatt-hour (TWh) in 2030 compared to 2019.

US electric truck sales set to increase exponentially by 2025

• 10 8月 2020

There were just over 2,000 electric trucks on US roads at the end of 2019. This stock is expected to grow to over 54,000 by 2025, according to new analysis from Wood Mackenzie.