• Opinion

  Lower 48 midstream not immune to oil price volatility

  • 03 6月 2020

  Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

• Editorial

  Is E&P distress in the Lower 48 spreading to the midstream sector?

  • 01 6月 2020

  Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.

• The Edge

  How will Covid-19 change corporate strategy?

  • 01 6月 2020

  Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

• Opinion

  The impact of travel restrictions on oil and gas supply chains

  • 28 5月 2020

  The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.

• Opinion

  When will the global gas market recover from coronavirus?

  • 26 5月 2020

  The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  PPE is giving the fibres industry some protection from coronavirus

  • 22 5月 2020

  While the fibres industry has seen significant demand destruction from coronavirus, not all sectors are struggling. Global demand for PPE has boomed, and many fibre and textile companies are pivoting to produce it. But this surge won't last forever.

• Opinion

  The outlook for renewable generation across Asia Pacific remains bright

  • 19 5月 2020

  Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

• Opinion

  Will coronavirus change the course of plastic circularity?

  • 20 5月 2020

  Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

• Opinion

  Assessing the risks to future oil demand

  • 15 5月 2020

  A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

• Editorial

  How Covid-19 is changing Europe’s power and renewables markets

  • 26 5月 2020

  Listen to this webinar to find out how Covid-19 and the emerging global recession are affecting European power and renewables markets.

• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.

• The Edge

  Future energy – zero-carbon heating

  • 12 5月 2020

  Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Editorial

  Will the natural resources sector recover from Covid-19?

  • 07 5月 2020

  The outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. Keep up with the spread of Covid-19 and its impact on your sector.

• Opinion

  Coronavirus puts more than a third of seaborne coal supply at risk

  • 06 5月 2020

  With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

• Editorial

  How will India’s extended lockdown impact the energy sector?

  • 06 5月 2020

  Our experts unpack the effect of the coronavirus crisis on energy demand in India, the world’s fifth-largest economy.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Editorial

  Wood Mackenzie's accelerated energy transition 2-degree scenario: what it means for gas and LNG

  • 09 4月 2021

  How could a 2-degree world play out in the future for the global gas and LNG markets?

• Opinion

  How Big Oil is set to transform the offshore wind sector

  • 05 4月 2021

  The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

• Featured

  Build or buy: are the copper Majors rising to the growth challenge?

  • 06 4月 2021

  The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

• Featured

  The hunt for advantaged oil

  • 30 3月 2021

  Oil and gas will continue to play a key role in the world’s energy mix for decades to come. But as the energy transition takes hold only the barrels with the strongest economics and lowest carbon emissions will make it to market. Which subsurface factors could point to the optimal reservoirs and an opportunity to seize an advantage?

• Opinion

  What a 40-year-old shale well can tell us about the future of the Lower 48

  • 22 3月 2021

  Forty years ago Mitchell Energy filed a permit for the C.W. Slay 1 well, kick-starting a Barnett Shale programme that would forever change the face of US upstream operations. What lessons can the well that commercialised shale provide for the sector's future?

• Featured

  Will a lack of supply growth come back to bite the copper industry?

  • 23 3月 2021

  With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

• The Edge

  How solar is central to the energy transition

  • 19 3月 2021

  Solar's plunging costs have made it the go-to technology to decarbonise the power sector. What innovations are coming to make it even more competitive? Could too much solar be a problem for power markets? And does green hydrogen offer a second wave of growth?

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Editorial

  Texas freeze: the real-time impact on gas storage

  • 04 3月 2021

  The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

• The Edge

  US tight oil – the investment dilemma

  • 05 3月 2021

  US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

• Opinion

  Tesla’s share price and the future of EVs

  • 26 2月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• The Edge

  Will oil companies start spending again?

  • 26 2月 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?