How to kick the hydrocarbon habit

• 10 September 2019

Three steps to tackling climate change

Artificial intelligence and the future of energy

• 27 June 2024

Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

Could Africa become the home of green metals?

• 29 June 2021

The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

Refined Products Wholesale & Retail Markets Services

Wood Mackenzie provides a comprehensive view of the fuels market and its future evolution, as well as clarity of the short- and long-term oil product markets.

Part 2: unlocking the value of refinery-petrochemicals integration

• 02 November 2023

We are at an unprecedented point in time where the entire commodity petrochemicals industry is in a downturn. Where do we expect chemical margins to end up this year and what can producers do to tide through the downturn?

Global nickel outlook: a pendulum of uncertainty

• 24 March 2017

Since 1 January 2017, the nickel price has swung wildly on sentiment alone. Facing a relaxed export ban in Indonesia and potential mine closures in The Philippines, a great deal of uncertainty surrounds the market, which feeds China’s nickel pig iron (NPI) production and thus, the market for stainless steel.

Brazil, giant oil projects and the Majors

• 26 November 2019

Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

Asia’s frozen upstream M&A sector begins to thaw

• 10 June 2021

Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

Oils & chemicals: 5 things to watch for in 2025

• 11 December 2024

Our view of the year ahead, including the impact of Trump's re-election on our oil price forecast, a look at refining margins, ethylene capacity and China's overcapacity affects downstream chemicals markets.

The ageing process: carbon emissions and asset maturity

• 22 February 2017

The carbon emissions targets set by the Paris Agreement look set to have far-reaching implications for long-term corporate strategies.

The spread of the coronavirus shakes the world

• 28 February 2020

As the Covid-19 virus spreads to 52 countries, fears of its economic impact have sent stock markets and oil prices tumbling. This and more in Ed Crooks' Energy Pulse.

2020: the new oil sector supplier crunch bites

• 14 April 2020

The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

The big themes on Big Oil’s mind

• 20 February 2026

Corporate Analysis insights on how the Majors are reshaping portfolios and finances to secure production and returns over the next decade

OPEC+ set to make its choice

• 05 December 2019

OPEC+ gathers today and tomorrow to decide if the group should roll over its production restraint agreement or consider deeper cuts. The current agreement to reduce output by 1.2 million b/d runs to end March 2020. Ann-Louise Hittle, vice president, Macro Oils, said: “The idea of deeper cuts has been broached, but we consider that less likely to reach full agreement than a rollover of the standing agreement. The need for production restraint is clear. Slower US production growth is not enough to offset the ongoing imbalance between global supply and demand.”

All eyes on OPEC meeting as group mulls easing of production restraint

• 01 December 2020

OPEC held its scheduled bi-annual meeting virtually on 30 November 2020. Though the group was unable to reach an agreement at that meeting, up for discussion is whether the production restraint would be eased starting 1 January 2021.

Metals & Mining Corporate Tool

Global in-depth coverage of the metals and mining industry to inform your investment strategy.

COP26 oil demand: in the cross hairs of emissions reduction

• 18 August 2021

Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

Predictions for 2020

• 19 December 2019

For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

What’s next for Chevron?

• 17 June 2019

Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.

炼化一体化

• 07 September 2020

从独特的视角深入了解炼化一体化资产

How the energy transition can reduce the risk of future shocks

• 21 April 2022

Five key lessons from today's energy crisis on how to manage the shift to lower-carbon sources while strengthening energy security

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?

The Majors have got bigger – but are they better?

• 29 October 2019

Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.

OPEC+ deal balances consumer pressure with need for stable prices

• 23 June 2018

The OPEC+ meeting, held in Vienna on 23 June 2018, confirmed Saudi Arabia and Russia’s high-level commitment to co-operate to manage the oil market.

Is conventional ESG data failing mining companies and investors?

• 23 September 2020

As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.

IMO 2020 - Countdown to 1 January 2020

• 07 June 2019

The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

How will global gas and LNG markets respond to oversupply in 2020?

• 10 February 2020

What will 2020 look like? And what could happen that will shape the market longer term?

What does the OPEC+ supply surge mean for refiners?

• 23 March 2020

The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

Power of Siberia begins gas supply to China (and why it’s ok for LNG)

• 16 December 2019

On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.

Steel decarbonisation to redefine supply chains by 2050

• 19 October 2023

The rise of electric-arc furnace technology, increased use of green feedstock and evolving carbon policies will reshape steel production and global trade patterns.