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Opinion
Unlocking the lithium ledger: a new era of fiscal competitiveness
- 01 October 2024
From tax to transparency, fiscal choices are reshaping the global race for lithium and energy dominance.
Opinion
Can America smelt again?
- 01 October 2024
The United States once dominated global aluminium production, with vast smelting operations powering America's industrial might. Today, that dominance has crumbled. Rising energy costs and fierce international competition have decimated domestic capacity, leaving America increasingly dependent on foreign suppliers for this critical metal.
Opinion
The UK's critical role in Europe's integrated oil system
- 20 November 2025
Europe’s oil supply system is highly integrated, with the United Kingdom occupying a central and strategically significant position. Our independent analysis, commissioned by Ithaca Energy and endorsed by OEUK, examines how UK crude production supports European refining, trade flows and regional energy security. The full findings are available in the report.
Opinion
Policy vs. Practicality: assessing the feasibility of meeting NZIA Article 23
- 01 October 2024
As carbon capture projects face many challenges can the EU close the gap on its Net Zero Industry Act targets?
Opinion
Colombia's gas market transformation: From onshore producer to coastal importer
- 18 December 2025
Colombia's natural gas sector confronts fundamental transformation as onshore production declines whilst demand shifts coastward. Wood Mackenzie forecasts 1.4% annual consumption growth through 2040. Supply increasingly originates from Atlantic Coast offshore discoveries, creating a widening gap between interior demand centres and coastal production hubs, fundamentally altering pricing dynamics.
Opinion
Hydrogen offtake contracts: securing project outcomes
- 04 October 2024
The global low-carbon hydrogen sector continues to hit new milestones, but only a fraction of announced capacity is being negotiated with offtakers, with the aim of advancing projects. Which developers are successfully attracting offtakers to secure project outcomes?
Opinion
New frontiers: order intake by Chinese wind turbine OEMs advanced beyond domestic dominance in H1 2024
- 18 October 2024
As the global energy landscape continues to evolve, the wind energy sector is experiencing unprecedented transformation. Drawing from data from Wood Mackenzie’s rich Wind Services offering, our experts explored the causes and impacts of this pivotal shift in a recent webinar.
Opinion
Gastech 2024: Our top three takeaways
- 22 October 2024
Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year?
Opinion
Making the connection: the electric T&D supply chain challenge
- 28 October 2024
A shortage of critical components must be addressed to modernise and grow the US electricity network
Opinion
Global upstream update: oil supply questions and portfolio resets
- 31 October 2024
In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.
Opinion
Is the crude oil refining sector delivering on decarbonisation?
- 06 November 2024
The refining industry ranks as the third largest contributor to global greenhouse gas (GHG) emissions from stationary sources, placing it at the centre of the energy transition and net zero efforts.
Opinion
Ebook | Unlocking renewable energy financing in emerging markets
- 06 November 2024
Latest trends in financing and de-risking renewable energy projects
Opinion
Copper rush: A strategic analysis
- 11 November 2024
Power demand is set to double through 2050. This will happen amid a shift away from fossil fuels and thermal generation capacity and a move towards more renewable power. Much of that renewable power generation is copper-intensive ‒ indeed, electrification cannot happen without it.
Opinion
Hydrogen conference 2024: our biggest takeaways
- 14 November 2024
The heady optimism of past years has fizzled out, replaced by a more level-headed pragmatism which acknowledges the challenges facing this nascent industry, but also the undeniable importance of low-carbon hydrogen as a tool for decarbonisation
Opinion
5 ways exploration benefits upstream emissions intensity
- 26 November 2024
The Majors have made significant strides in reducing emissions over recent years. Decarbonisation work and portfolio reshaping have been key factors in bringing their emissions intensity figures well below the average for the sector. But how big is the emissions advantage for Majors’ new discoveries, and what factors affect their relative emissions intensity?
Opinion
ARA Gasoil Inventories
- 22 November 2024
Get a complimentary copy of our report highlighting how inventory builds, draws, and trend reversals influenced gasoil prices from Q3 2023 to Q3 2024.
Opinion
How badly did Hurricane Rafael hit oil & gas?
- 25 November 2024
What was the impact of Rafael on US oil and gas production?
Opinion
Webinar replays | Energy transition outlook: 2024-25 update
- 21 November 2024
Watch our recent webinars on the state of the energy transition. The panelists discussed what a second Trump administration means for energy and natural resources, reflections from COP29 on Article 6 and climate finance. Plus, how fast will clean energy transitions unfold?
Opinion
Offshore drilling and completion inflation expected to slow amid cooling floater market
- 04 December 2024
The floater market has been a bull one the last few years, and rig rates are at decade highs, but the market is showing signs of cooling as operators show capital discipline and appetites for risky projects diminish
Opinion
Video | Shell and Equinor announce UK asset merger to create new JV
- 06 December 2024
Equinor and Shell are to combine their UK offshore oil and gas assets in a new incorporated joint venture, owned 50/50. The deal will create the biggest producer on the UKCS. We delve into this topic in a recent video, fill out the form to access this full analysis.
Opinion
Oils and chemicals sustainability: 5 things to look for in 2025
- 30 January 2025
As ESG legislation evolves, stakeholders across oils and chemicals value chains need to adapt to circular business models.
Opinion
Ebook | Power and renewables: the most impactful charts of 2024
- 13 December 2024
Our experts break down the most notable charts of the year so far across solar, storage, wind, hydrogen and power markets - and what they reveal about the future of the industry
Opinion
Battery power play: countercyclical opportunities in raw materials
- 13 December 2024
A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios
Opinion
Wells to watch 2025
- 23 January 2025
A look at the best-advantaged resources of the year: who's drilling, where are the wells and what are they targeting?
Opinion
Subsurface: 5 things to look for in 2025
- 23 January 2025
Upstream and geothermal exploration: deepwater wildcats, acreage additions, advantaged basins and unlocking geothermal resources.
Opinion
Namibia faces setback as Shell downgrades oil discoveries
- 27 January 2025
Explore Shell's downgraded Namibian oil discoveries in the Orange Basin and the challenges of deepwater exploration. Learn about Namibia's subsurface potential, exploration risks and future prospects for deepwater oil production.
Opinion
The big question for onshore wind: what to do with ageing turbines?
- 19 February 2025
The big question for onshore wind: what to do with ageing turbines?
Opinion
Heating up: 2024 showcased the promise of geothermal energy
- 19 February 2025
Geothermal energy is gaining momentum - driven by new tech, major investments and big tech partnerships. Is it the next big player in renewables?
Opinion
Global economy: can momentum trump uncertainty?
- 25 February 2025
From tax cuts to tariffs and trade tensions, a look at the key economic themes to watch out for in 2025 and beyond.
Opinion
Video | Future aluminium supply: where is it coming from?
- 27 February 2025
We use Lens Metals & Mining to take you through our aluminium supply outlook

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