• The Edge

  Battery energy storage comes of age

  • 23 enero 2025

  Explore how battery energy storage (BESS) is revolutionising renewable energy by enhancing grid stability, reducing curtailment and supporting zero-carbon power generation. Discover key trends, market growth and advancements in battery technology driving the future of energy storage solutions.

• The Edge

  Five themes shaping the energy world in 2025

  • 08 enero 2025

  What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.

• The Edge

  COP29 key takeaways

  • 25 noviembre 2024

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

• The Edge

  Renewable developers change tack

  • 12 diciembre 2024

  Market challenges driving shifts in investment

• The Edge

  What the Middle East conflict means for oil and LNG

  • 03 octubre 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 octubre 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

  Unlocking the potential of white hydrogen

  • 25 julio 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 julio 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 junio 2024

  Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

• The Edge

  What's driving energy investors?

  • 14 julio 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 junio 2022

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

• The Edge

  How to rate IOCs’ resilience and sustainability

  • 20 mayo 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

  How the war is choking energy demand

  • 14 abril 2022

  US utility-scale solar: will policy power a rebound?

• The Edge

  How the energy crisis is a boon for hydrogen exporters

  • 21 abril 2022

  Hydrogen is central to achieving net zero and getting the world onto a 1.5 °C pathway. How will the energy crisis affect the global hydrogen trade?

• The Edge

  Upstream cash machines

  • 24 marzo 2022

  Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.

• The Edge

  Why oil is pushing towards US$100/bbl…

  • 18 febrero 2022

  What's driven the rally, what is the outlook for supply and demand fundamentals in 2022, and how will geopolitics, including the Russia/Ukraine crisis, play out?

• The Edge

  The coming carbon capture and storage boom – we have lift off

  • 31 enero 2022

  CCS has to be made to work – capturing and storing CO2 accounts for 20% of the emissions reduction needed to achieve global net zero by 2050.

• The Edge

  The energy crisis – what’s on CEOs’ minds?

  • 06 octubre 2022

  We hosted our EMEA Global Energy and Natural Resources Summit in London last week. Here are some of the big themes debated on the stage.

• The Edge

  Global gas and LNG’s biggest challenges

  • 31 agosto 2022

  Europe’s energy market is out of control. Current stratospheric prices for gas and power pose risks to economies and households. Minimising collateral damage to economies – not to mention, saving lives – depends on the energy industry, governments and consumers themselves all doing the right things

• The Edge

  Energy transition – reset required

  • 12 septiembre 2022

  The energy crisis is raising doubts about the pace the world can move towards net zero. Governments' more urgent priorities are to keep the lights on and economies ticking even if that means more fossil fuels.

• The Edge

  Can emissions taxes decarbonise the LNG industry?

  • 11 abril 2024

  The LNG industry is facing growing pressure to decarbonise. But this can't be achieved without major investment, pushing up the price of delivered LNG. Buyers have so far been reluctant to pay a premium for low-carbon volumes. Taxing LNG emissions could change this. Europe is leading the way, with the EU taxing the fuel emissions of LNG vessels from this year.  While an important first step, much more is required for the industry to decarbonise at scale.

• The Edge

  Diverging views on the role of gas in the energy transition

  • 01 febrero 2024

  Comparing Wood Mackenzie’s Net Zero 2050 scenario to the IEA NZE

• The Edge

  Low-carbon tech: is geothermal close to a breakthrough?

  • 25 enero 2024

  Is geothermal tech on the brink of a breakthrough? Explore the potential of next-gen geothermal in The Edge's latest article.

• The Edge

  Low-carbon tech: can direct air capture rise to the challenge?

  • 18 enero 2024

  Like many emerging low-carbon technologies, DAC is expensive today (and tiny, under 0.05 Mtpa capacity worldwide) but could become a big deal in time.

• The Edge

  Artificial intelligence and the future of energy

  • 27 junio 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 mayo 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 junio 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

  How solar is central to the energy transition

  • 19 marzo 2021

  Solar's plunging costs have made it the go-to technology to decarbonise the power sector. What innovations are coming to make it even more competitive? Could too much solar be a problem for power markets? And does green hydrogen offer a second wave of growth?

• The Edge

  Will oil companies start spending again?

  • 26 febrero 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?

• The Edge

  Future energy – how electric vehicles transform battery demand

  • 19 febrero 2021

  Batteries are going to play a big part in achieving net-zero ambitions. Once batteries are cheap enough and deliver sufficient range, they open the door for EVs to disrupt the ICE market. When will battery costs fall enough for EVs to compete head on? And is there enough supply of key battery metals to meet the higher demand?