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Explore the themes shaping the energy transition with our monthly thought leadership.
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As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.
As the energy transition drives surging demand, boosting supply will be key for copper and nickel.
The Russia-Ukraine conflict is a major disruptor for geopolitics, the global economy and commodity markets.
With the cost of green hydrogen set to plummet, demand will soar – but policy support and investment of at least US$600 billion is required.
Ambitious European net zero targets, cutting dependency on Russian fossil fuel, regulatory change and growing investor confidence will unlock 42 GW of vital energy storage capacity.
Our Russia-Ukraine briefings explore what the war means for the global economy and natural resources sectors. This week, our focus is on oil exports and Russia’s economy.
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports
Net zero ambitions call for an eightfold increase in the CCUS project pipeline by 2050.
China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.
The results of the 22 edition of our annual Future of Exploration survey are in.
This week's Russia/Ukraine briefing focuses on European power markets.
This week's Russia/Ukraine briefing focuses on the EU's ban on Russian crude oil and product exports.
Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.
Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.
Our latest Russia/Ukraine weekly briefing focuses on the outlook for Asian oil and gas markets.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
Wood Mackenzie experts investigate Canadian Natural Resources' upstream portfolio, exploring how the company stacks up against other large North American producers, what's driving the C$100 billion market valuation, future opportunities, and potential risks.
Luke Lewandowski hosts Let’s Share the Sun: Live alongside Valentina Izquierdo and Prachi Mehta.
Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.
Our new native architecture, which incorporates the Databricks Lakehouse Platform, provides a unified view of all our data for analytical and machine learning workloads and allows our teams to manage data effectively and efficiently at any scale.
A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
As fears mount over gas and electricity shortages in New South Wales and Victoria, one producer bluntly told me: “Folks in Melbourne better get used to cold showers.”
Financial institutions will redirect capital towards companies with robust and credible plans to reduce emissions. Oil and gas will be under increasing pressure to cover all scopes of emissions.
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
Do you know your green hydrogen from your blue, grey, black, brown, yellow, turquoise, white and pink, and where they sit on the carbon emissions spectrum?
Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?
The European market value of energy-efficient residential heat pumps is set to more than double to exceed €30 billion by 2030. However, policy change is crucial if this solution to carbon-intensive heating is to reach its full potential.
NOCs hold two thirds of global remaining resources – how is their attitude to exploration changing with the energy transition?
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