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Changing oil price dynamics add an extra dimension to ethylene’s overcapacity outlook.
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.
As distribution load becomes harder to predict due to the pandemic, targeted residential demand response may bring much needed relief
Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.
The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?
After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.
Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?
Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.
Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.
The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?
Coronavirus has hit automotive sales and demand, and the plastics industry will feel the impact.
Like the electric vehicle market, charging deployment will take a hit from the pandemic.
Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?
Get the highlights of Wood Mackenzie's annual exploration survey, conducted just before the oil price crashed – and examine the stark contrast in plans and budgets pre- and post-pandemic.
Nigeria’s government, through the Department of Petroleum Resources (DPR), recently launched its first marginal field bid round in almost 20 years.
Capex cuts, deferred projects and new partnerships are a feature of the new industry landscape as chemicals companies adapt to the effects of Covid-19.
Renewables, including wind and solar, are a crucial part of the future energy mix – but a global recession could alter investor attitudes.
The great LNG pushback has started and US supply is out of money. What does this mean for Asian buyers?
Demand for nickel sulphate for EV batteries will accelerate past a 2020 slowdown. Can the industry keep pace?
Hydrogen, particularly green hydrogen, plays a key role in the future energy mix, as the world's energy systems decarbonise.
Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.
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.
Demand destruction and falling revenues leave some industry players at risk of financial distress.
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”
Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.
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.
Covid-19 has created challenging economics for many petrochemicals players, leaving some at risk of financial distress.
Metals producers face a dual challenge in the energy transition – meeting global demand for critical commodities while also cutting emissions. For aluminium the challenge is greater – of all the metals, it faces the biggest impact from carbon pricing. But how significant is the risk? And is carbon neutral aluminium achievable?
Paper is often lauded as a far more environmentally-friendly alternative to plastic – but but comparing green credentials is a complex issue.
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