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Opinion
Is there light at the end of a dark tunnel for US coal markets?
- 26 March 2021
US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?
Opinion
Sunrun retains its title as the largest residential solar installer in the US
- 31 March 2021
Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?
The Edge
CCUS’s breakthrough year
- 16 January 2025
Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.
The Edge
A second Trump administration
- 07 November 2024
A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.
Opinion
AI and data centres will transform US power market dynamics
- 31 October 2024
Booming data centre build-out is a key driver of resurgent US power demand.
The Edge
The complexity of capital allocation for oil and gas companies
- 10 October 2024
The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?
The Edge
Taking the pulse of the global LNG industry
- 26 September 2024
The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.
The Edge
Keeping the LNG bandwagon rolling
- 12 September 2024
The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.
The Edge
Why higher tariffs on Chinese EVs are a double-edged sword
- 13 June 2024
The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.
The Edge
Could US data centres and AI shake up the global LNG market?
- 23 May 2024
Changing dynamics in US power and gas markets have led our team to take a more bullish view of how gas prices develop. Simon Flowers asks Eugene Kim, Massimo Di Odoardo from our Global Gas team and Gavin Thompson about their thinking and the implications for the LNG market.
The Edge
How higher interest rates could hold up energy transition investment
- 09 May 2024
Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.
The Edge
Six themes shaping the energy world in 2024
- 09 January 2024
What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.
The Edge
Big Oil’s opportunity for M&A in the petrochemicals downturn
- 30 November 2023
Petrochemicals may be experiencing a severe cyclical downturn, triggered by excessive capacity build-out, but it’s one of the sector’s best long-term bets. Our experts discuss the timing of it's recovery and whether the downturn might spark change.
The Edge
How the world gets onto a 1.5 °C pathway
- 21 September 2023
Investment in energy supply must increase to US$2.7 trillion a year
The Edge
Three lessons for decarbonising power markets
- 07 September 2023
Investment in the grid and storage must match renewables growth
The Edge
Six energy game-changers since 2015
- 11 August 2023
The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.
The Edge
Big Oil is back buying upstream assets
- 29 June 2023
Targets are gas and strengthening core positions
The Edge
Cutting dependence on China’s renewables supply chain
- 01 June 2023
The US takes a lead by incentivising equipment manufacturers.
The Edge
A Biden administration: implications for the energy industry
- 09 November 2020
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
The Edge
How the price war is hurting US tight oil
- 26 May 2020
Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.
The Edge
Big Oil leaders take on the climate challenge
- 15 October 2019
Thirteen of the largest companies have signed up for the Oil and Gas Climate Initiative, committing them to support the Paris Agreement and introduce efforts to curb their greenhouse gas emissions. But there's still a long way to go to meet the Paris Agreement objectives.
The Edge
OPEC’s battle for control of the oil market
- 18 June 2019
Persistent non-OPEC volume growth poses a challenge. Get our latest OPEC and non-OPEC supply forecasts.
The Edge
Permian consolidation heats up and there's more to come
- 07 May 2019
Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.
The Edge
The automotive sector – twists on the road to transition
- 02 April 2019
The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.
The Edge
Who needs to beef up Permian tight oil exposure?
- 29 January 2019
US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.
The Edge
Could US gas producers capture more margin?
- 28 November 2018
A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?
The Edge
Securing exposure to Permian tight oil – Part 2
- 10 July 2018
US tight oil's growth prospects are attracting the attention of any number of upstream companies. But new entrants need to go in with their eyes wide open - it's a very different business model to conventional E&P. In Part 2 of our assessment of buying into tight oil we look at the technical, logistical and valuation pitfalls.
The Edge
Future cost of new oil supply: shale vs conventional
- 20 March 2018
How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.
The Edge
Tight oil set to make money in 2018
- 13 February 2018
A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.
The Edge
Mexico upstream – hot as a habanero
- 07 February 2018
Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

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