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The Edge
How higher interest rates could hold up energy transition investment
- 09 May 2024
Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.
Opinion
Ukraine: webinar on the impact for commodities and countries
- 11 March 2022
In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.
Opinion
In conversation with Asia Pacific’s CEOs
- 04 November 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.
The Edge
Why COP26 has to succeed
- 28 October 2021
What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.
The Edge
Six themes shaping the energy world in 2024
- 09 January 2024
What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.
Comment
US to release crude oil from strategic petroleum reserve
- 25 November 2021
On 23 November, US President Biden announced the release of 50 million barrels (mbbl) of crude oil from the US Strategic Petroleum Reserve (SPR).
The Edge
Re-thinking energy transition supply chains
- 29 February 2024
Can the rest of the world compete with China?
Opinion
President Trump's executive orders on energy
- 23 January 2025
Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.
Opinion
Uncertainty casts a shadow over US LNG
- 25 October 2024
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
Opinion
A rough road for electric cars in the US
- 12 June 2020
The share of the US vehicle market taken by EVs has fallen sharply this year, underlining the challenges the industry faces. Support from the federal government will be essential for the electrification of road transport to make real progress.
News Release
Major energy exporters race to lead in global hydrogen trade
- 28 October 2021
The time is ripe for the world's major energy exporters to accelerate the energy transition, and mastering the hydrogen trade could make a difference, says Wood Mackenzie.
The Edge
Conventional exploration – playing devil’s advocate
- 06 June 2017
Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.
News Release
OPEC+ set for rollover but risk clouds supply outlook
- 30 June 2019
As OPEC and OPEC+ meet in Vienna, the outlook for the market is mixed, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie said. “Geopolitical risk means the supply outlook is tightening, offsetting the moderate weakening in oil demand growth thus far this year,” she said.
Comment
Attack on Saudi Arabia's oil facilities
- 16 September 2019
This attack has material implications for the oil market, as a loss of 5 million barrels per day of supplies from Saudi Arabia cannot be met for long by existing inventories and the limited spare capacity of the other OPEC+ group members. A geopolitical risk premium will return to the oil price.
Opinion
US Infrastructure bill bets on breakthrough technologies
- 12 November 2021
The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.
Opinion
The impact of Republican control on US energy policy and the IRA
- 19 November 2024
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
Opinion
Biden, China and politics of energy
- 11 November 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
Predictions for 2022
- 17 December 2021
2022 could see rising carbon prices, greater distributed solar capacity, tighter supply chains for renewable energy and a double-digit market share for EVs.
Opinion
Predictions for energy and natural resources in 2025
- 13 December 2024
The impact of Chinese EVs, ambitious NOCs, the Saudi storage boom and more, as Wood Mackenzie analysts look ahead to next year
The Edge
Battery energy storage comes of age
- 23 January 2025
Explore how battery energy storage (BESS) is revolutionising renewable energy by enhancing grid stability, reducing curtailment and supporting zero-carbon power generation. Discover key trends, market growth and advancements in battery technology driving the future of energy storage solutions.
The Edge
COP29 key takeaways
- 25 November 2024
Progress on finance and carbon, but still much to do in Belém
The Edge
Unlocking the potential of white hydrogen
- 25 July 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
Who will fund the energy transition?
- 27 November 2020
If ambitions on climate change are high, so, too, will be the cost. We reckon a bare minimum of US$30 trillion to US$40 trillion of investment is needed to put the world on a 2 °C or lower pathway. Where’s the money going to come from? I chatted to Prakash Sharma and Jonny Sultoon of our Energy Transition team and Peter Martin, Head of Economics.
The Edge
Stemming the tide of plastic waste
- 18 September 2020
Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.
The Edge
How will Covid-19 change corporate strategy?
- 01 June 2020
Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?
The Edge
Oil closes in on peak oversupply
- 28 April 2020
The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.
The Edge
Upstream M&A and oil price uncertainty
- 22 May 2018
Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.
The Edge
Pros and cons of US energy policy shifts
- 14 June 2017
An ‘America First’ energy policy is meant to be great news for US producers, but will these moves boost investment and company behaviour as much as the administration hopes?
The Edge
The commodity upcycle and the end of the dollar’s bull run - implications for oil, gas and mining producers
- 11 May 2017
A strong US Dollar means weak commodities. With the greenback at record highs, and commodities buoyant, is a reverse looming?
The Edge
The changing global energy mix…and the strategic challenge for energy producers.
- 11 April 2017
Our Energy view to 2035, led by Paul McConnell of our Global Trends team, distils the work of our team of analysts working across energy commodities. Five main themes leap out.

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