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I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.
Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19
Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?
The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.
Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?
In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?
The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.
The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?
An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.
Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments
In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority
Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.
As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.
The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.
Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.
The Asia Pacific power generation market will attract US$1.5 trillion of investment in the next 10 years. So what are the opportunities in the world’s fastest-growing power market?
Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.
Materials use is on a course to double by 2050, with waste generation increasing by 70%, putting an unsustainable burden on our planet. It’s time for a materials transition, with the global scale and ambition of the energy transition.
The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.
Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
Demand for biaxially oriented polypropylene (BOPP) has grown 3.5% per annum over the last five years. But what effect has a year of unprecedented change had on the outlook?
Why doesn't Europe’s energy storage capacity match its renewables ambitions? And what lessons can it learn from leading markets?
Volume loss, overcapacity and margin squeeze have taken a toll – but there are bright spots for the polyester industry.
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