• Opinion

  How carbon pricing could reshape upstream oil and gas economics

  • 31 3月 2021

  Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Featured

  Wood Mackenzie 2020 Research Excellence Awards

  • 23 3月 2021

  In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

• Opinion

  Drone strikes attempt to disrupt Saudi oil exports

  • 12 3月 2021

  Houthi militants have failed in recent attempts to hit targets in Saudi Arabia. But markets and governments are watching closely for a possible threat to oil supplies

• The Edge

  Big Oil’s separate paths to decarbonisation

  • 12 3月 2021

  All of the Majors have strategies for the energy transition, they're just doing it in different ways. The Euro Majors have set net-zero targets and are diversifying into renewables; the US Majors' strategy is about decarbonising oil and gas. What's behind the different approaches? How will coming changes in US policy on climate change influence the US Majors' strategies? And what about ESG pressure from investors?

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Opinion

  Six ways the onshore wind O&M market will transform this decade

  • 16 3月 2021

  Global operating capacity for onshore wind is set to surpass one terawatt this decade – and annual operations and maintenance spend will hit US$25 billion. Where will this spend be focused? And how will the O&M market change?

• Opinion

  Vaccinations point the way to energy demand recovery

  • 19 3月 2021

  It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

• Opinion

  How will the operations and maintenance market adapt to offshore wind’s rapid rise?

  • 22 3月 2021

  Offshore wind operational expenditure is expected to grow 16% annually to €10 billion by 2029. How will changing industry dynamics, such as improved economies of scale and reductions in subsidies, affect the operations and maintenance (O&M) market?

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Opinion

  The Texas energy crisis: its causes and consequences

  • 19 2月 2021

  Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Opinion

  Why refinery-petrochemical integration is the downstream trend to watch

  • 16 2月 2021

  A tumultuous year has highlighted some key truths for the downstream sector – and new performance benchmarks are being set.

• Opinion

  The challenge of negative emissions

  • 12 2月 2021

  Elon Musk is offering $100 million in prizes for carbon removal technologies. Costs need to come down a long way for them to be viable

• Opinion

  Electric vehicle sales are in the fast lane

  • 11 2月 2021

  EV sales shifted up a gear in 2020, surging 38% even while global sales of passenger vehicles fell. Will sales growth continue to outpace ICE vehicles? As we buy more and more EVs, how and where will we charge them? And what will drive the rise in commercial EV adoption? Find out in our look at the road ahead.

• The Edge

  Hydrogen’s critical role in the energy transition

  • 05 2月 2021

  Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

• Opinion

  Carbon emissions: a new challenge for US LNG

  • 05 2月 2021

  President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

• Featured

  Metals & mining: what to look out for in 2021

  • 03 2月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• The Edge

  Future energy – electric vehicles

  • 22 1月 2021

  Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?

• The Edge

  How the oil market plays out in 2021

  • 15 1月 2021

  Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

• Featured

  Should upstream investors prepare for bolder fiscal policies in 2021?

  • 20 1月 2021

  Tougher upstream fiscal terms could be on the horizon. Find out what policymakers will be thinking about in 2021, and the key countries to watch.

• Featured

  Why high dividends may not pay off for mining

  • 10 8月 2021

  The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

• Opinion

  Oil and gas: a risky business

  • 10 8月 2021

  Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Prices, FIDs and the energy transition: three key factors for global LNG

  • 29 7月 2021

  Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.

• Opinion

  Can the plastics industry decarbonise?

  • 26 7月 2021

  The plastics industry’s impact as a carbon emitter is under increasing scrutiny. Substantial emissions reductions are possible but require an holistic, multi-stakeholder approach.

• Opinion

  Decarbonising the upstream industry

  • 14 7月 2021

  In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.

• Featured

  Exploring the deepwater advantage

  • 14 7月 2021

  Deepwater will play an important role in the oil and gas industry’s pivot to the advantaged resources essential for success through the energy transition. And this year marks a step-change in deepwater field performance, with advantages that span both economics and carbon emissions.