• Editorial

  The impact of coronavirus on vessel traffic and the shipping industry

  • 28 4月 2020

  While cruise ship companies have seen activity stop during the coronavirus pandemic, data from Vesseltracker shows us that maritime traffic in the bulk, container and chemicals industries have proved more resilient.

• Opinion

  Global olefins: 10 trends to watch as coronavirus reshapes the industry

  • 05 5月 2020

  The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?

• The Edge

  Cost challenges in a US$20/bbl world

  • 05 5月 2020

  Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?

• Opinion

  Where, when and how will lockdown end?

  • 12 4月 2020

  Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.

• Opinion

  Seven challenges Covid-19 raises for the climate agenda

  • 28 4月 2020

  Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.

• Opinion

  Why crude-to-chemicals is the obvious way forward

  • 27 4月 2020

  Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?

• The Edge

  Low oil price could squeeze out 4 million b/d of non-OPEC supply

  • 19 4月 2020

  The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.

• Editorial

  Perfect storm sees May WTI settle in negative territory

  • 21 4月 2020

  May WTI futures settled at -$37.63 on April 20. Get the latest analysis from Ann-Louise Hittle, vice president, Macro Oils.

• Opinion

  Flexible packaging sees demand boost as coronavirus changes consumer patterns

  • 16 4月 2020

  Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.

• Opinion

  Oil supply cuts explained: an interview with the US energy secretary

  • 14 4月 2020

  After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.

• Opinion

  Setback or shock: when will plastics demand bounce back from coronavirus?

  • 08 4月 2020

  The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?

• Opinion

  Electric vehicles: coronavirus wreaks havoc across the supply chain

  • 08 4月 2020

  Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.

• The Edge

  Coronavirus pushes oil towards the abyss

  • 06 4月 2020

  As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.

• Opinion

  Why upstream operators must accelerate cost reduction measures

  • 01 4月 2020

  It’s time for the rapier as well as the broadsword. Better visibility of third party spend may be vital

• The Edge

  The oil industry’s rapid response to the crisis

  • 31 3月 2020

  The oil industry has moved fast in response to the dual crisis that's undermining the crude market and price. But this may be just the beginning.

• Opinion

  Could clean energy be the winner in the oil price war?

  • 24 3月 2020

  How will the oil price crash affect the embryonic energy transition efforts of oil and gas companies? Renewable energy economics suddenly look far more attractive.

• Featured

  How will the oil price crash hit the upstream sector?

  • 20 3月 2020

  How will the oil price crash hit upstream spending? What supply might be shut in? Where does this leave the upstream service sector? Our experts share their analysis.

• Opinion

  How will the oil price crash affect the ethylene cost curve?

  • 17 3月 2020

  Changing oil price dynamics add an extra dimension to ethylene’s overcapacity outlook.

• Opinion

  Market oversupply and new LNG FID progress

  • 06 3月 2020

  In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.

• Opinion

  Why 2020 is the crunch year for climate risk reporting

  • 06 3月 2020

  How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors

• Opinion

  Climate change, indoor farming and implications for electricity demand

  • 03 3月 2020

  In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.

• Editorial

  WoodMac and WisdomTree launch new battery ETF on London Stock Exchange

  • 03 3月 2020

  Wood Mackenzie and WisdomTree have launched a battery solutions exchange traded fund (ETF). VOLT offers intelligent access to a high-growth, emerging sector.

• The Edge

  Future energy – carbon capture and storage

  • 03 3月 2020

  Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.

• Opinion

  Why offshore wind will attract more than US$211 billion between 2020 and 2025

  • 03 3月 2020

  While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.

• Opinion

  How the coronavirus highlights the perils of the US-China trade war

  • 25 2月 2020

  The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.

• The Edge

  Refining set for a challenging 2020

  • 11 2月 2020

  Buoyed by steady growth in oil demand and a culture of capital discipline, refining has been a rock for Big Oil in recent years. Suddenly, there are challenges – not least the threat from coronavirus to oil demand. Where does that leave the outlook for refining in 2020?

• Opinion

  The all-electric movement goes to war against gas

  • 07 2月 2020

  The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.

• Opinion

  Electric vehicle growth set to accelerate through the 2020s

  • 13 2月 2020

  Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.

• Opinion

  How will geopolitics influence global oil supply in 2020?

  • 10 2月 2020

  After a turbulent start to the year, geopolitical factors around the world could have a significant impact on the oil market outlook this year.

• Featured

  Will Volkswagen become the world's largest EV manufacturer?

  • 10 2月 2020

  Will Volkswagen outpace Tesla to become the world’s biggest electric vehicle manufacturer? Wood Mackenzie answers your frequently asked questions about Volkswagen’s electric vehicles business