Woodside takes impairment but is a US$80 carbon price the bigger news?

• 15 7月 2020

Wood Mackenzie analysts delved deeper into implications of Woodside's announced US$80 carbon price.

US offshore wind powers up

• 23 6月 2020

The US offshore wind industry is set to power up over the coming decade. New research from Wood Mackenzie shows that as the sector ramps up from near-zero today, it could deliver as much as 25 gigawatts (GW) in 2029, capturing almost half of the US market for new wind power installations.

Women in energy

• 23 7月 2020

We showcase research and analysis from some of our most accomplished and influential women in energy and natural resources. Meet some of the many outstanding women we're proud to work with – and explore their latest thinking.

Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

• 27 6月 2024

Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.

Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

• 28 6月 2024

Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

Artificial intelligence and the future of energy

• 27 6月 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.

Breaking down the barriers to grid innovation

• 31 5月 2024

When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.

What’s in store for gas and LNG in Europe?

• 18 6月 2024

An overview of market balances, the price outlook and risks for European gas and LNG through 2026

Can capitalism save the planet?

• 11 6月 2024

Can capitalism save the planet? Join Ed Crooks, Melissa Lott and Joseph Majkut as they debate the role of private investment in tackling climate change. Discover contrasting perspectives in "The Price Is Wrong" and "Climate Capitalism."

OPEC+ plans to boost oil production

• 07 6月 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Wood Mackenzie names new leader for Consulting

• 28 5月 2024

Wood Mackenzie, a portfolio company of Veritas Capital, has appointed Matthijs (Thijs) van Koppen to its global executive leadership team as EVP, Head of Consulting.

The US puts up the barriers to Chinese products

• 20 5月 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

Google’s demanding goals for decarbonisation

• 16 5月 2024

US November election results could decelerate energy transition, with $1 trillion in energy investment on the line

• 16 5月 2024

The Infrastructure Investment and Jobs Act (IIJA) of 2021 and the Inflation Reduction Act (IRA) of 2022 catapulted the US to global leadership in decarbonisation. But a victory for former President Donald Trump in the November 2024 election, combined with long-standing issues around the US relationship with China and US government deficits, could significantly alter the path of US energy policy and usher in a delayed transition scenario, according to a new Horizons report from Wood Mackenzie.

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 5月 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

Could oil Majors and Independents generate record free cash flow this year?

• 25 2月 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Batteries with Chinese characteristics

• 10 2月 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

Are Japan’s upstream players heading for the exit?

• 02 2月 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

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

• 29 1月 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?

China-US relations, tech wars and climate change

• 26 1月 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Tough calls for the upstream supply chain in 2021

• 25 1月 2021

This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

COP26: how the energy and natural resources industries are responding to climate change challenges

• 04 8月 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

US oil producers live up to their promises on spending restraint

• 16 7月 2021

The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

China’s economic power surge

• 07 7月 2021

China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

Coal enjoys a temporary reprieve

• 09 7月 2021

Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

Will India set a net zero target?

• 24 6月 2021

As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

Asia’s frozen upstream M&A sector begins to thaw

• 10 6月 2021

Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

How the oil market would deal with the return of Iranian exports

• 16 4月 2021

The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

Myanmar’s woes increase

• 15 4月 2021

Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.