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Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.
The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?
Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.
As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.
It’s time for the rapier as well as the broadsword. Better visibility of third party spend may be vital
The oil industry has moved fast in response to the dual crisis that's undermining the crude market and price. But this may be just the beginning.
How will the oil price crash affect the embryonic energy transition efforts of oil and gas companies? Renewable energy economics suddenly look far more attractive.
How will the oil price crash hit upstream spending? What supply might be shut in? Where does this leave the upstream service sector? Our experts share their analysis.
In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.
How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
Wood Mackenzie and WisdomTree have launched a battery solutions exchange traded fund (ETF). VOLT offers intelligent access to a high-growth, emerging sector.
Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.
While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
Buoyed by steady growth in oil demand and a culture of capital discipline, refining has been a rock for Big Oil in recent years. Suddenly, there are challenges – not least the threat from coronavirus to oil demand. Where does that leave the outlook for refining in 2020?
The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
After a turbulent start to the year, geopolitical factors around the world could have a significant impact on the oil market outlook this year.
Will Volkswagen outpace Tesla to become the world’s biggest electric vehicle manufacturer? Wood Mackenzie answers your frequently asked questions about Volkswagen’s electric vehicles business
2019 marked a transition year from the recent highs for the global olefins industry, and 2020 has all the hallmarks of a year of major developments. Overcapacity is set to result in monumental changes in the market balance – and we expect to see these dynamics manifest at rapid pace this year.
With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.
Libya’s crude production has slumped, oil CEOs have been debating emissions cuts, and surging LNG supplies has driven down world gas prices. This and more from Ed Crooks.
Upstream spend on development and exploration is a barometer of the industry’s mood. A muted recovery has been underway since the collapse in investment levels after the 2014 fall in oil price. What’s the forecast for spend in 2020?
The exploration sector heads into 2020 facing increasing pressure from the energy transition. While capital discipline and portfolio high-grading remain key, the shift to a low-carbon world poses a fundamental challenge, and this year is likely to show the sector’s direction of travel in the years ahead.
Oil prices recovered their equilibrium after the US killing of Qassem Soleimani, but tensions in the Gulf region have remained high
EV chargers, demand response and the fight over National Grid’s gas hookups
After a challenging 2019, what’s ahead for the polyester chain? Overcapacity has been a recurring theme for feedstocks over the past year, while the fallout from the US-China trade war and geopolitical risks around the world added pressure – but the outlook for 2020 isn’t all doom and gloom.
The European Commission plans radical change to cut EU emissions to zero by 2050, with potentially huge implications for energy companies. This and more from Ed Crooks.
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