• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 8月 2024

  A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

• Opinion

  Enhanced oil recovery with captured CO2: insights on CCS-EOR

  • 26 7月 2024

  As CO2 to dedicated sequestration (CCS-Storage) rises in popularity, captured CO2 for enhanced oil recovery (CCS-EOR) falls out of favour. What does the future look like in the world of carbon capture technologies?

• Opinion

  How global trade can help build the clean energy economy

  • 23 7月 2024

  How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.

• Opinion

  2024 tight oil costs: the push and pull between efficiency and OFS rates

  • 24 7月 2024

  Are efficiency gains enough to offset price inflation?

• Opinion

  Climate transition plans: time for companies to take action

  • 24 7月 2024

  The need for a comprehensive and credible climate transition plan is growing – companies must take note.

• Opinion

  Are low profits to blame for the energy transition lagging?

  • 09 7月 2024

  Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?

• Opinion

  Can ExxonMobil make attractive returns from its US CCUS portfolio?

  • 21 6月 2024

  We analyse whether ExxonMobil's CCUS projects in the US can compete for capital in its portfolio

• Opinion

  Revenue/MWh for offshore wind projects will decline 66% between 2014 and 2025

  • 22 12月 2021

  Lower revenue is putting pressure on investor returns, but reductions in subsidies are likely to help drive accelerated growth in the offshore wind industry.

• Opinion

  Horizons podcast: Plastic surgery

  • 14 12月 2021

  Dr. Liz Dennett joins Dr Lars Borger and Guy Bailey to explore biodegradability, new materials and how could we create a sustainable plastic value chain.

• Opinion

  ExxonMobil sets a net zero emissions goal

  • 21 1月 2022

  Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.

• Opinion

  Propylene: picking the winners and losers

  • 11 8月 2022

  Tracking asset economic performance through the propylene downcycle.

• Opinion

  Overcapacity puts pressure on polypropylene markets

  • 11 8月 2022

  How can the industry prepare for the cycle, and which polypropylene producers are best placed to withstand the market’s peaks and troughs?

• 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

  Why iridium could put a damper on the green hydrogen boom

  • 15 7月 2022

  Demand for the rare platinum group metal, used as a catalyst, is set to soar as the hydrogen industry develops.

• Opinion

  Global power markets outlook: the energy transition gathers pace

  • 22 7月 2022

  Sustained high prices accelerate the shift to renewables, but issues and obstacles vary by region.

• Opinion

  The Interchange Recharged podcast: green tech investments, greenwashing and SPACS

  • 24 6月 2022

  We are joined by Matthew Nordan of Azolla Ventures to discuss the current investor appetite for green tech, how the sector deals with greenwashing and whether SPACS are still an effective tool.

• Opinion

  Can recycling fill the battery raw material supply gap?

  • 23 6月 2022

  Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.

• Opinion

  Can chemical recycling close the plastic loop?

  • 14 6月 2022

  Only certain types of plastic can be handled by existing mechanical processes. Could emerging technology such as feedstock recycling, chemical depolymerisation and solvent purification offer a solution?

• Opinion

  The Interchange Recharged podcast: Live at the Solar Energy and Storage Summit – Day one

  • 08 6月 2022

  Wood Mackenzie’s Solar Energy and Storage Summit is on now, and we’re bringing you all the action from three days of talks right here on The Interchange: Recharged. We are live in San Diego, bringing you highlights from each day of the conference.

• Opinion

  Horizons Live: Sea Change

  • 15 6月 2022

  Watch on demand as we answer your questions about how competitors can profitably seize the opportunities in the offshore wind sector, and determine what capabilities and competencies they need to improve their chances of success.

• Opinion

  The Energy Gang podcast: The changing future of ESG investing

  • 17 6月 2022

  This week Ed is joined by Emily Chasan and Shanu Matthew to discuss the changing landscape of ESG investing, Mike Cannon-Brookes' bid to take over legacy gas provider AGL and President Biden’s Defense Production Act.

• Opinion

  A new route to commercialisation for floating wind

  • 30 6月 2022

  Floating wind’s virtually unlimited potential has from its inception made it a strong vision. Seven years ago, Wood Mackenzie wrote, the “next step is to prove that floating foundations are economically feasible” and go commercial. This is still the challenge for floating wind, and we can conclude that commercialisation is not a step; it is a leap.

• Opinion

  The Interchange Recharged podcast: Live at the Solar Energy and Storage Summit – Day two

  • 09 6月 2022

  Wood Mackenzie’s Solar Energy and Storage Summit is on now, and we’re bringing you all the action from three days of talks right here on The Interchange: Recharged. We are live in San Diego, bringing you highlights from each day of the conference.

• Opinion

  The Interchange Recharged podcast: Live at the Solar Energy and Storage Summit – Day three

  • 13 6月 2022

  Across three days of talks on solar and storage, we were live in San Diego, bringing you highlights from each day of the conference.

• Opinion

  From grey and brown to green and blue: low-carbon hydrogen in refining

  • 09 6月 2022

  The refining industry is under pressure to decarbonise. Low-carbon (green or blue) hydrogen could play an important and cost-effective role in helping refiners reduce their carbon footprint to help meet net zero carbon emissions targets in many countries.

• 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?

• Opinion

  Upstream cost inflation is back

  • 20 5月 2022

  Cost inflation for the upstream industry is running at levels not seen for a decade, or even longer in some sectors.

• Opinion

  Steel alloys: a defining moment

  • 24 5月 2022

  Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.

• Opinion

  Low-carbon hydrogen: defining the path to commercial scalability

  • 16 5月 2022

  Highlights from our inaugural Low-Carbon Hydrogen Conference.

• Opinion

  Europe pivots away from Russian gas: how will the global market rebalance?

  • 19 5月 2022

  The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.