• Featured

  Are mined commodity markets being viewed down the wrong end of the telescope?

  • 19 10月 2021

  Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

• Featured

  COP26 will ensure metal demand — but what about supply?

  • 07 10月 2021

  The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

• Featured

  Why high dividends may not pay off for mining

  • 10 8月 2021

  The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

• Featured

  Upstream oil and gas: top trends and wildcards to watch in 2022

  • 13 12月 2021

  The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.

• Featured

  A new roadmap for the upstream supply chain in 2022?

  • 10 1月 2022

  The upstream service sector is under pressure to increase efficiency, reduce costs and abate carbon emissions. It calls for rapid structural change and commitment to a new strategic direction.

• Featured

  Power and renewables companies face merging headwinds in 2022

  • 17 1月 2022

  There’s no shortage of ambition or growth potential in the power and renewables sector. But while energy transition momentum builds, near-term risks have also risen.

• Featured

  Gas and LNG: predictions for 2022

  • 13 1月 2022

  The global gas industry enters the new year reflecting on COP26 and navigating high prices. Find out how global gas and LNG trends could play out in your region in our 2022 Outlook series.

• Featured

  Stage set for tougher fiscal terms for upstream operators in 2022

  • 15 12月 2021

  Fiscal policies could start to catch up with energy transition goals this year. Read 'Global upstream fiscal systems: 5 things to look for in 2022' for our view on the policy changes that could be in store.

• Featured

  Can metals and mining keep the 1.5 degree dream alive?

  • 20 12月 2021

  Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.

• Featured

  Could ‘greenflation’ stall the electric vehicle revolution?

  • 26 1月 2022

  Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?

• Featured

  Have miners missed the boat to invest and get ahead of the energy transition?

  • 12 7月 2022

  Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

• Featured

  Does the energy transition start and finish with metals?

  • 07 6月 2022

  Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.

• Featured

  Are reported metal stocks a good measure of market fundamentals?

  • 01 3月 2022

  Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?

• Featured

  Carbon markets: 5 things to look for in 2025

  • 18 12月 2024

  From clarity on CBAM expansion beyond the EU to continued momentum in compliance carbon pricing, we pick out the key carbon markets themes to watch.

• Featured

  Wood Mackenzie 2020 Research Excellence Awards

  • 23 3月 2021

  In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Featured

  Metals & mining: what to look out for in 2021

  • 03 2月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• Featured

  Should upstream investors prepare for bolder fiscal policies in 2021?

  • 20 1月 2021

  Tougher upstream fiscal terms could be on the horizon. Find out what policymakers will be thinking about in 2021, and the key countries to watch.

• Featured

  Exploring the deepwater advantage

  • 14 7月 2021

  Deepwater will play an important role in the oil and gas industry’s pivot to the advantaged resources essential for success through the energy transition. And this year marks a step-change in deepwater field performance, with advantages that span both economics and carbon emissions.

• Featured

  Mining risk: will fortune favour the brave?

  • 04 5月 2021

  The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

• Featured

  Copper prices: fundamentally justified or fundamentally flawed?

  • 01 6月 2021

  Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

• Featured

  Wood Mackenzie 2022 Research Excellence Awards

  • 28 2月 2023

  In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.

• Featured

  Metals and mining: is caution the watchword for 2023?

  • 24 1月 2023

  Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?

• Featured

  Electric vehicles and battery supply chain: bumpy road ahead in 2023?

  • 18 1月 2023

  Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?

• Featured

  Conflicting ambitions will shape the upstream fiscal landscape in 2023

  • 25 1月 2023

  A tangle of long-term ambitions will drive upstream regulators and investors toward the big fiscal themes to look for in 2023, from windfall taxes to renewed interest in gas policy terms.

• Featured

  Oil and gas companies will recalibrate strategies in 2023

  • 14 12月 2022

  The energy crisis will give rise to new opportunities for Majors, Independents and NOCs in 2023 – but operators will also face numerous headwinds and an uncertain outlook.

• Featured

  Upstream oil & gas: region-by-region predictions for 2023

  • 12 1月 2023

  Read our predictions of the global upstream trends to watch – and how they could play out in your region.

• Featured

  Mixed signals for power and renewables in 2023

  • 16 1月 2023

  The ongoing impact of the energy crisis in Europe. The Inflation Reduction Act’s boon to renewables in the US. Interesting times for global power and renewables players.

• Featured

  CCUS: 2023 will be a milestone year

  • 05 1月 2023

  Is this the year that CCUS really switches gear from niche concept to mainstream investment theme?