• Opinion

  APAC Energy Buzz: 2023 – cheerful or fearful?

  • 15 12月 2022

  Wood Mackenzie's APAC team looks at predictions for 2023

• Opinion

  Metals and mining: who gets hit hardest by an economic slump?

  • 19 6月 2020

  Demand destruction and falling revenues leave some industry players at risk of financial distress.

• Opinion

  A global economic slump: what will it mean for metals and mining?

  • 11 6月 2020

  Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.

• Opinion

  The historic decline of US coal

  • 29 5月 2020

  Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend

• Editorial

  Weekly Covid-19 impact briefing

  • 28 5月 2020

  Every week our experts come together to explore the impact of the coronavirus pandemic across the sectors we cover. Get your copy of the key takeaways.

• Opinion

  Is the scene set for coal-to-gas switching in Japan and South Korea?

  • 28 5月 2020

  Coal-to-gas switching has been a regular feature of the European power market in recent years. But not so much in Japan and South Korea, two of the largest LNG and premium quality coal buyers in Asia. Market dynamics have shifted dramatically in 2020 - is the scene set for switching?

• Opinion

  Forget the lack of a GDP target, China is ready to go it alone

  • 27 5月 2020

  China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).

• Opinion

  How green can steel go – and what does it mean for coal and iron ore?

  • 21 5月 2020

  Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?

• Opinion

  What is the future of energy in Asia after Covid-19?

  • 12 5月 2020

  Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.

• Opinion

  From ‘revenge spending’ to plunging exports, China’s path to economic recovery remains uncertain

  • 06 5月 2020

  Without a broader global recovery there can be no quick return to pre-crisis levels for many of China’s industrial manufacturers or their demand for energy.

• Opinion

  ‘Life also, world also’ – India extends lockdown

  • 14 4月 2020

  The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.

• Featured

  Metals and mining: will 2020 be a milestone year?

  • 28 1月 2020

  With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.

• The Edge

  Kicking the hydrocarbon habit – Part II

  • 10 12月 2019

  Carbon emissions and global temperatures will continue to rise and the world is in danger of falling well short of the 2 °C path set out in the Paris Agreement. That’s the July conclusion of our base case outlook for global energy supply through 2040. We’ve now flexed the base case to look at what might be possible in an accelerated energy transition scenario.

• Featured

  Three forces weakening US dollar’s grip on commodity pricing

  • 04 11月 2019

  In the commodity world, the US dollar is king. The currency dominates pricing and payments of energy and metals. In this new piece of research Principal Economist Perter Martin asks whether dollar dominance is set to end.

• Opinion

  What’s behind the metallurgical coal price plunge – and what lies ahead?

  • 15 10月 2019

  As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.

• Opinion

  A call to action to the global energy industry

  • 02 8月 2019

  Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.

• News Release

  Veritas Capital completes acquisition of Wood Mackenzie

  • 02 2月 2023

  Veritas Capital (“Veritas”), a leading investor at the intersection of technology and government, today announced that an affiliate of Veritas has completed the purchase of Wood Mackenzie from Verisk (Nasdaq: VRSK).

• Horizons

  The nuclear option: making new nuclear power viable in the energy transition

  • 18 5月 2023

  The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.

• News Release

  Australia’s emissions-intensive mines face unforeseen future under new Safeguard Mechanism Scheme Reforms

  • 07 7月 2023

  The adoption of the single "industry average" as presented in the revised Safeguard Mechanism Scheme, will see some clear winners and losers in the Australian mining sector.

• News Release

  14% increase in European coal demand to be short-term trend

  • 21 9月 2022

  European seaborne thermal coal demand is projected to increase 14% or 12 million metric tonnes (Mt) this year to 98 Mt as it grapples with the current energy crisis.

• News Release

  Five themes dominating China’s energy scene in 2022

  • 27 1月 2022

  Economic growth, stability in energy prices, energy transition, dual-control targets and relations with the US, are the top five themes to watch out for in China’s energy outlook this year, says Wood Mackenzie.

• News Release

  2022 – A year of rebalancing for metals and mining

  • 25 1月 2022

  If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie.

• News Release

  China's renewables boom year poses major challenges to western markets

  • 17 2月 2022

  China’s renewables manufacturing has emerged from 2021 bigger and more competitive than ever before. Western markets are benefitting from trading with the IKEA of the energy transition, but balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.

• Comment

  Coal prices spike as Russia-Ukraine crisis escalates

  • 03 3月 2022

  The Russia-Ukraine crisis has shocked the coal and the broader energy markets, with spikes in Newcastle prices observed in recent days, says Wood Mackenzie.

• Comment

  Earthquake in Japan impacts power sector

  • 21 3月 2022

  Following the 7.4-magnitude earthquake reported off Fukushima, Japan, Wood Mackenzie senior analyst Yamato Kawamata gives an overview of the impact on the power sector.

• News Release

  Fair and transparent fiscal terms key to accelerating transition resource investments

  • 21 4月 2022

  The race is on in the exploration and development of transition resources required for global decarbonisation. However, the investment environment needs to be more conducive, and the establishment of fair and transparent fiscal policies could be the key, says Wood Mackenzie.

• Opinion

  What does the EU’s new decarbonisation roadmap mean for its carbon economy?

  • 21 2月 2024

  Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy

• The Edge

  COP28 key takeaways

  • 14 12月 2023

  The challenges in accelerating the energy transition

• Opinion

  Golden opportunities to drive down mining and metals carbon emissions

  • 22 6月 2023

  While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.

• Opinion

  Horizons Live: The Big Ban

  • 30 6月 2022

  Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.