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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.
Featured
Hydrogen: 5 things to look for in 2025
- 12 December 2024
How will a Trump administration impact the US hydrogen outlook? Will we see more giga-scale projects take FID in 2025? Will the mismatch between project FIDs and offtake contracts persist? How much M&A can we expect across the ammonia value chain?
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
Featured
CCUS: 5 things to look for in 2025
- 02 January 2025
Key themes for CCUS in 2025: new project announcements slow as focus shifts to maturation, commercial CO2 shipping moves from pipedream to reality, M&A heats up, regional storage trends prevail and government support and funding evolves.
Featured
Gas and LNG: predictions for 2025
- 07 January 2025
From the prospect of a new wave of US LNG investments to the potential impact of the Ukraine transit deal expiration.
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.
Featured
Energy storage: 5 trends to watch in 2025
- 30 January 2025
The scene is set for significant energy storage installation growth and technological advancements in 2025. Outlook and analysis of emerging markets, cost and supply chain risk, storage demand growth supported by large loads and more.
Opinion
How public-private partnerships can accelerate the energy transition
- 12 February 2025
Public-private partnerships (PPPs) are a key lever in diversifying the world’s energy resources while ensuring secure, affordable and sustainable access to energy.
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
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
Opinion
Video | Analysing the potential of Glencore and Teck combining their copper operations
- 03 March 2025
We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi
Opinion
Video | Lens Gas & LNG: What is Venture Global's LNG strategy?
- 04 March 2025
In this video, we dive into Venture Global, who recently filed for an IPO and is set to start commercial operations at its first facility, Calcasieu Pass, in April.
Opinion
Lens Power and Renewables: helping you navigate the global energy market
- 04 March 2025
Evaluate new opportunities, assess risk and make smarter business decisions with Wood Mackenzie's essential power and renewables intelligence platform
Opinion
Supply chain call to action: navigating tariff uncertainty today
- 04 March 2025
Our new checklist provides a list of urgent actions for supply chain resilience across the power and renewables industry
Opinion
What Trump's tariff policy means for energy and natural resources
- 08 April 2025
Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities
Opinion
Gas and LNG in 2025: a commodity trader’s guide
- 14 April 2025
The market is grappling with a structural deficit of gas in 2025. Gas prices are high, and several countries are experiencing significant swings in demand. What factors will shape the gas and LNG markets as 2025 progresses?
Opinion
The end of capital discipline in mining?
- 17 April 2025
Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.
Opinion
Biofuels: what the logistics sector needs to know in 2025
- 24 April 2025
The global push for decarbonisation is reshaping the transport sector, with biofuels at the forefront of this transformation. For logistics companies, this shift presents a unique set of challenges and opportunities that span policy, investment, feedstock management, and international trade.
Opinion
Batteries: frequently asked questions
- 04 June 2024
An introduction to batteries, from technical specifications to battery raw materials.
Opinion
CBAM: break for the border (mechanism)
- 30 April 2025
Exploring the readiness of CBAMs beyond Europe .
Opinion
How will the lithium market rebalance?
- 06 May 2025
At our recent Future Facing Commodities event, we explored how a looming supply glut can be addressed.
Opinion
E-methane: a promising low-carbon alternative to natural gas?
- 06 May 2025
E-methane is emerging as a drop-in, low-carbon alternative to natural gas, promising seamless integration with existing infrastructure - if it can overcome steep production costs and scalability hurdles
Opinion
Video | Lens Gas & LNG: Golar and partners' FID set to revive Argentina's LNG export ambitions
- 07 May 2025
The 2.45 mmtpa Hilli vessel will be re-deployed from Cameroon to Argentina under a 20-year charter agreement.
Opinion
Cameron LNG maintenance highlights fragility in spring gas demand
- 08 May 2025
Lower LNG flows collide with already soft seasonal fundamentals.
Opinion
The new landscape for gas-fired power: turbocharged or turbo lag?
- 14 May 2025
Global gas-fired power faces both opportunities and challenges through 2040, as manufacturing constraints, rising costs and regional dynamics shape the sector's outlook.

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