• Opinion

  The Interchange Recharged podcast: Round-up of the Grid Edge Innovation Summit

  • 09 12月 2022

  The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.

• Opinion

  The Interchange Recharged podcast: Live at the Grid Edge Innovation Summit – Day One

  • 07 12月 2022

  Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.

• Opinion

  The Interchange Recharged – 2022 in review | Podcast

  • 23 12月 2022

  On this special episode of The Interchange Recharged, we highlight some of our favorite & memorable moments on the podcast in 2022.

• Opinion

  Three challenges that will stretch spandex in 2020

  • 18 6月 2020

  Rapid growth means spandex is poised to become a mainstream textile fibre – but environmental issues, commoditisation and the impact of Covid-19 all pose challenges.

• Opinion

  The impact of travel restrictions on oil and gas supply chains

  • 28 5月 2020

  The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.

• Opinion

  When will the global gas market recover from coronavirus?

  • 26 5月 2020

  The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  PPE is giving the fibres industry some protection from coronavirus

  • 22 5月 2020

  While the fibres industry has seen significant demand destruction from coronavirus, not all sectors are struggling. Global demand for PPE has boomed, and many fibre and textile companies are pivoting to produce it. But this surge won't last forever.

• Opinion

  Will coronavirus change the course of plastic circularity?

  • 20 5月 2020

  Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• 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

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Opinion

  How Big Oil is set to transform the offshore wind sector

  • 05 4月 2021

  The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

• Opinion

  Could oil Majors and Independents generate record free cash flow this year?

  • 25 2月 2021

  IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  Offshore wind: long-term promise after short-term decline

  • 04 2月 2021

  Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  Biden’s climate plans aim at job creation

  • 29 1月 2021

  The president wants to support renewables and EVs, while having little immediate impact on oil and gas

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  International explorers steer clear of Alaska’s wildlife refuge

  • 08 1月 2021

  Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

• Opinion

  Is the energy transition road paved with scrap metal?

  • 07 1月 2021

  Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

• Opinion

  Catch, don’t release: the dawn of the CCS era

  • 11 8月 2021

  With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

• Opinion

  Tracking the source of the single-use plastics crisis

  • 03 8月 2021

  Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.

• Opinion

  COP26: how the energy and natural resources industries are responding to climate change challenges

  • 04 8月 2021

  After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

• Opinion

  Electric vehicle infrastructure investment trends to watch

  • 29 7月 2021

  Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

• Opinion

  Electrification: essential to decarbonisation but with major challenges ahead

  • 20 7月 2021

  The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

• Opinion

  The global electric vehicle race is heating up

  • 11 8月 2021

  Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

• Opinion

  Three lessons the renewables boom can learn from the shale bust

  • 21 7月 2021

  What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.