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Explore the themes shaping the energy transition with our monthly thought leadership.
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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.
There is concern that the metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs?
Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures
Demand for energy storage will expand nearly nine-fold over the next decade, supported by the rise of renewables.
Floating wind’s virtually unlimited potential has from its inception made it a strong vision. Seven years ago, Wood Mackenzie wrote, the “next step is to prove that floating foundations are economically feasible” and go commercial. This is still the challenge for floating wind, and we can conclude that commercialisation is not a step; it is a leap.
Highlights from our inaugural Low-Carbon Hydrogen Conference.
The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.
Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.
Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?
How dependent is the world on Russian coal exports? Can alternative suppliers easily take Russia’s place? And how will sanctions impact prices?
The refining industry is under pressure to decarbonise. Low-carbon (green or blue) hydrogen could play an important and cost-effective role in helping refiners reduce their carbon footprint to help meet net zero carbon emissions targets in many countries.
Only certain types of plastic can be handled by existing mechanical processes. Could emerging technology such as feedstock recycling, chemical depolymerisation and solvent purification offer a solution?
Watch on demand as we answer your questions about how competitors can profitably seize the opportunities in the offshore wind sector, and determine what capabilities and competencies they need to improve their chances of success.
Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
Sustained high prices accelerate the shift to renewables, but issues and obstacles vary by region.
Exploring the outlook for coal considering geopolitical shifts, the gathering pace of the energy transition and the technologies upon which decarbonisation will rely.
Tracking asset economic performance through the propylene downcycle.
How can the industry prepare for the cycle, and which polypropylene producers are best placed to withstand the market’s peaks and troughs?
The upstream sector has long analysed cash margins on a per barrel of oil equivalent (boe) basis. Our new cash margin metric – operating cash flow per gigajoule equivalent (GJe) – goes beyond traditional comparisons, and shows how offshore wind can come up trumps.
LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.
A strong correlation between GDP and plastics demand growth means that macroeconomic conditions have a significant impact on the chemicals industry.
The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.
Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.
Clear and robust legislation is vital if the fragmented plastics economy is to find a sustainable pathway – the UN treaty on plastic pollution will play a central role.
The textiles and packaging sectors may soon be in fierce competition for limited supplies of recycled PET to meet their sustainability targets
From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
This video series is designed for gas traders and trading analysts seeking to gain a clear view of what’s driving change in the natural gas market.
Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.
Policymakers cash in, consumers pay out and asset owners look to balance risk with reward as offshore wind power market trends flip.
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