• Opinion

  The long haul for electric heavy trucks

  • 25 septiembre 2020

  For passenger and light freight vehicles, electric options are available and becoming more competitive. But long-distance road transport faces an uphill struggle

• Opinion

  The politics of fracking

  • 16 octubre 2020

  Joe Biden is clear that he would not try to ban hydraulic fracturing. But a row over it highlights the challenge facing his energy strategy

• Opinion

  Can bioplastics make the chemicals industry greener?

  • 15 octubre 2020

  Biosourced, biodegradable polymers are a low-carbon alternative – but they’re yet to break into the mainstream.

• Opinion

  Metals and mining: an industry at a crossroads

  • 14 octubre 2020

  How has a year of unprecedented challenges affected mined commodities? Julian Kettle shares his view on the impact of a global pandemic, and the opportunities and risks posed by the energy transition.

• Opinion

  Australia’s upstream M&A market is hotting up

  • 13 octubre 2020

  Deals are emerging across the sector, but finding the right buyer is a challenge. For the Majors, freeing up capital, bolstering balance sheets and clearing out assets which could be a drag on future cashflows is a priority. But it's a difficult time to sell.

• Opinion

  How much value does refinery-chemicals integration add for Total and Shell?

  • 13 octubre 2020

  Integration has become a strategic imperative, but measuring value is notoriously difficult. Our experts crunched the numbers for Total’s integrated portfolio and looked at how that compared to Shell.

• Opinion

  Green metals: the journey to decarbonisation

  • 07 octubre 2020

  What does the path to becoming greener look like for steel and aluminium, two carbon-intensive industries?

• Opinion

  Why polyolefins are the polymers to watch

  • 07 octubre 2020

  Polyolefins dominate global plastics production, and offer useful insights into the overall health of the petrochemicals industry. So what are the drivers of demand? How has coronavirus altered the picture? And what really sets polyolefins apart in a chemicals portfolio?

• Opinion

  No silos allowed in the pursuit of a greener economy

  • 21 octubre 2020

  The move towards a circular economy is one of many initiatives being pursued as society seeks to reduce its environmental impact. Within the refining and chemical industries, there is an increasing focus on how technology and research can be applied to support the re-engineering of many product value chains, thereby reducing the environmental impact of specific products throughout their entire lifecycle.

• Opinion

  In conversation with Asia Pacific’s CEOs

  • 04 noviembre 2020

  We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

• Opinion

  Choppy waters ahead for global olefins

  • 28 octubre 2020

  2020 has been characterised by a pandemic-driven collapse in demand and turbulent feedstock prices. How will the industry navigate the challenging times ahead?

• Opinion

  Harvest or grow: what’s the future of upstream oil & gas investment?

  • 27 noviembre 2020

  Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

• Opinion

  Electric vehicles can help save the environment, but can they save the owner money?

  • 18 noviembre 2020

  Using Wood Mackenzie's Total Cost of Ownership (TCOO) Model to compare the potential cost of owning an EV against an ICE vehicle over 10 years, it's clear that three variables - incentives, fuel cost and depreciation - really make the difference.

• Opinion

  What is carbon-neutral LNG?

  • 18 noviembre 2020

  LNG ranks among the most emission-intensive resource themes across the oil and gas sector.

• Opinion

  How decarbonisation will drive mining supply-side adjustments

  • 09 noviembre 2020

  Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.

• Opinion

  The ecommerce revolution: friend or foe to sustainability?

  • 11 noviembre 2020

  Covid-19 has accelerated the adoption of ecommerce, which typically uses more packaging than traditional retail. The pressure is on for brands, and the packaging industry, to deliver sustainable solutions.

• Opinion

  Biden, China and politics of energy

  • 11 noviembre 2020

  As the new administration looks to take the US back into the Paris climate agreement, will the US and China work together on tackling global warming?

• Opinion

  Will 2021 breathe life back into the Asia Pacific upstream M&A market?

  • 16 diciembre 2020

  The recovery in oil and gas prices should help bring buyers and sellers closer on price expectation, while ongoing consolidation among upstream producers in North America has driven a sharp uptick in global M&A in recent months, likely pushing more non-core APAC assets into the market.

• Opinion

  Five ways the copper industry can improve economics and sustainability

  • 22 diciembre 2020

  Driven by a growing list of stakeholder requirements and an explosion in creative solutions, is the mining industry about to accelerate its adoption of technology?

• Opinion

  Faster decarbonisation and mining: a crisis of confidence or capital?

  • 15 diciembre 2020

  Fuelling an accelerated energy transition scenario calls for a massive increase in investment in key metals, and soon. What stands in the way, and can it be overcome?

• Opinion

  Buoyant LNG market a sign of the coming recovery

  • 11 diciembre 2020

  A strong rise in prices in Asia and record US exports show how demand for LNG is bouncing back. Other markets are set to follow

• Opinion

  Power purchase agreements: how will they support renewables growth?

  • 15 diciembre 2020

  Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.

• Opinion

  Dual circulation and China’s push for energy security

  • 25 noviembre 2020

  At its core, dual circulation is about relying less on the outside world.

• Opinion

  What happens to gas and LNG if the energy transition accelerates?

  • 10 diciembre 2020

  Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?

• Opinion

  Three factors driving the upstream M&A market

  • 02 diciembre 2020

  Operators are under growing pressure to optimise portfolios. What are the forces having the biggest impact on decision-making?

• Opinion

  North Sea decommissioning: a turning point lies ahead

  • 09 diciembre 2020

  £16 billion will be spent on offshore decommissioning in the coming decade – how can costs be planned and managed effectively?

• Opinion

  How will dynamics shift in Asia Pacific’s power markets?

  • 08 diciembre 2020

  Asia Pacific is the engine room for global power and renewables growth. Has coronavirus put the brakes on, or is APAC still on course to outpace demand in all other regions combined in the next 20 years?

• Opinion

  European refining at the Rubicon again – which assets will make it over?

  • 04 diciembre 2020

  European refining at the Rubicon again – which assets will make it over? Wood Mackenzie’s updated closure threat analyses 83 refineries in Europe and quantifies the risk of closure of each asset.

• Opinion

  OPEC+ strikes a deal to avoid oil glut

  • 04 diciembre 2020

  The production cuts agreed by the OPEC+ group in April have been highly effective in rebalancing the oil market after the pandemic sent demand plunging. With hopes growing of a stronger rebound next year, some countries, led by the United Arab Emirates, have been calling for OPEC+ to stick to its plan to allow almost 2 million b/d of extra production in January. But demand is expected still to be weak in the first quarter at least, as the Covid-19 vaccines begin to be rolled out. An OPEC+ production increase of that size would have risked an oversupplied market and falling crude prices. Facing that risk, the OPEC+ ministers pulled back from the brink and agreed a production increase of just 500,000 b/d, to be reviewed for possible further increases every month.

• Opinion

  Global upstream update: the global sanctions slump, grappling with gas and potential US tailwinds

  • 05 marzo 2025

  The oil and gas industry faces a cautious yet ambitious 2025