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Today's consumer has a love/hate relationship with this ubiquitous material as a result of growing coverage of how we use and dispose of it. It's easy to forget the value of plastic and the challenges we face in replacing it. Here we uncover the truth about plastic and its alternatives.
The oil industry is turning to petrochemicals for long term growth but what impact will environmental strategies to reduce or ban plastic consumption have on long-term oil demand growth?
Examining the challenges within the electric vehicle battery supply chain.
When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.
How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.
Covid-19 is a threat to global refiners. Who will thrive? Who will merely survive? And what does this tell us about refiners’ resilience and readiness to take on the energy transition?
The world will rely on oil and gas for much of its energy needs until well beyond 2040. Exploration will be critical in meeting this future demand. Yet exploration is widely perceived as discretionary, even unwarranted. Read on to learn more about exploration’s surprising role in a low carbon future.
The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?
We plot the Independents' journey to 2050: consolidation, privatisation, liquidation.
In this episode of our Asia-Pacific energy podcast, we discuss this weekend's OPEC agreement.
Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.
Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.
What will 2020 look like? And what could happen that will shape the market longer term?
The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.
Will 2020 provide a respite for battery raw materials after a year of falling electric vehicle demand, weak prices and oversupply?
Could 2020 be the year the offshore supply chain overcomes oversupply AND slashes carbon emissions? Fill in the form on this page to get our full analysis and predictions for the year ahead.
American microgrid developers are taking two distinct approaches
Is 2020 the start of a new era for oil and gas companies? All eyes are on big oil's response to climate change. Get the predictions for the year ahead from our corporate analysis team.
Despite short-term challenges, all leading wind turbine manufacturers will double their annual installed capacity over the next decade, driven by soaring wind demand
In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.
A handful of assets account for almost a third of the Majors’ upstream carbon emissions – and that presents an opportunity for rapid progress against emissions targets.
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.
Wood Mackenzie CEO Neal Anderson shares his views on the importance of gender diversity in the natural resources sector
We explore why copper is inseparable from the electric vehicle story and why we need more infrastructure investment as a catalyst for greater EV adoption.
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
The twin crises of coronavirus and the oil price crash made 2020 a tumultuous year, but what lies ahead in 2021? Our global exploration analysts highlight their top 5 predictions.
What lies ahead for oil and gas exploration? As investors and activists ask how the search for new fields squares with the need to accelerate the energy transition, our experts pick out five key themes to look for in 2022.
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