• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.

• Opinion

  Coronavirus puts more than a third of seaborne coal supply at risk

  • 06 5月 2020

  With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

• Opinion

  Is green hydrogen metallurgical coal’s kryptonite?

  • 11 5月 2020

  With all carbon-intensive industries firmly in the crosshairs of international emission reduction targets, the steel industry has no choice but to investigate low or zero-carbon emission technologies. Enter green steel and green hydrogen – will this duo be the end for metallurgical coal and carbon-based steel production?

• Opinion

  Is China embarking on a major expansion of coal-fired power generation?

  • 31 3月 2020

  As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Editorial

  How might coronavirus impact global energy and commodity markets?

  • 17 2月 2020

  In our recent webinar, "Coronavirus (COVID-19) Outbreak: impact on commodities", our team of experts from across the energy value chain explored the immediate and future impact of coronavirus on global commodity and energy markets.

• Content

  Coronavirus Guide

  • 03 3月 2020

  How might coronavirus impact global energy and commodity markets? Our team of experts from across the energy value chain are monitoring the immediate and future impact of coronavirus on global commodity and energy markets. 

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 2月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  How Asia’s NOCs can learn to stop worrying and love the energy transition

  • 28 1月 2020

  All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.

• Featured

  Carbon taxes: more carrot and a larger stick required?

  • 28 7月 2021

  Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

• Opinion

  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.

• Opinion

  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.

• Opinion

  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.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Featured

  Is the end of coal in sight?

  • 17 11月 2021

  With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  2022 – cheerful or fearful?

  • 16 12月 2021

  After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

• Featured

  Metals and mining: will 2022 be the year of rebalance?

  • 25 1月 2022

  Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.

• Opinion

  The future of coal: eight key themes from the Global Coal Forum

  • 01 8月 2022

  Exploring the outlook for coal considering geopolitical shifts, the gathering pace of the energy transition and the technologies upon which decarbonisation will rely.

• Opinion

  Coal: how the Russia-Ukraine war is changing the global outlook

  • 24 5月 2022

  How dependent is the world on Russian coal exports? Can alternative suppliers easily take Russia’s place? And how will sanctions impact prices?

• The Edge

  How the war is choking energy demand

  • 14 4月 2022

  US utility-scale solar: will policy power a rebound?

• Featured

  Wood Mackenzie 2021 Research Excellence Awards

  • 28 3月 2022

  In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.

• Opinion

  China’s net-zero target could dent Russia’s export ambition

  • 03 3月 2022

  China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?

• Editorial

  Crisis in Ukraine: the global risks to commodities

  • 25 2月 2022

  The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?