• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 diciembre 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• 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

  What’s driving the upstream revival in Southeast Asia?

  • 19 septiembre 2024

  Four reasons the industry has started to invest again.

• The Edge

  Three factors driving US liquids production to new heights

  • 05 septiembre 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• 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

  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

  Rebooting Asia’s energy transition

  • 16 mayo 2024

  Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

• 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

  US tight oil – the investment dilemma

  • 05 marzo 2021

  US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

• 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?

• The Edge

  Big Oil’s offshore wind journey is only just beginning

  • 12 febrero 2021

  Offshore wind is at the forefront of the Euro Majors' new energy strategies. It's a proven technology, ready for scaling up – and the latest UK permits show the competition for projects is heating up. How big could it be for Big Oil?

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 enero 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• 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

  Building an energy superpower

  • 15 febrero 2024

  How India fuels its future growth

• The Edge

  Why Brent isn’t reacting to escalating geopolitical risk

  • 08 febrero 2024

  Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?

• 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

  COP28 preview: five things to look for

  • 23 noviembre 2023

  Paris reset or Groundhog Day?

• The Edge

  WoodMac’s Gas, LNG & Future of Energy conference – five key takeaways

  • 17 noviembre 2023

  Wood Mackenzie hosted its first Global Gas, LNG and the Future of Energy conference featuring keynote speakers from across the industry. These are our five key takeaways from the event.

• The Edge

  China’s Belt and Road Initiative turns away from coal

  • 09 noviembre 2023

  Renewables now dominate new projects under construction

• The Edge

  Building LNG’s resilience through turbulent times

  • 02 noviembre 2023

  Larger and more diversified portfolios are best placed to navigate through volatility