Tin – the forgotten foot soldier of the energy transition

• 20 4月 2021

What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

Tracking the trajectory of the global energy storage market

• 21 4月 2021

Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

Myanmar’s woes increase

• 15 4月 2021

Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

Electric vans on the brink of a commercial breakthrough

• 16 4月 2021

There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

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Global wind turbine market: state of play

• 14 4月 2021

After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

• 12 4月 2021

Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

Could soaring prices see copper fly too close to the sun?

• 18 5月 2021

With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

Next-stage decarbonisation in Europe: five key considerations

• 18 5月 2021

The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?

Colonial pipeline hack exposes the vulnerability of critical infrastructure

• 14 5月 2021

The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

Australia-China relations continue to sour

• 13 5月 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

Connect four: key findings from the first four editions of Horizons

• 12 5月 2021

Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

The challenge of upgrading the US grid

• 07 5月 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

Grid edge quarterly briefing: infrastructure and investor spending on the rise

• 29 4月 2021

Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.

UK North Sea Transition Deal: a net zero basin by 2050?

• 06 5月 2021

In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?

US nuclear’s problems add to the challenge of carbon-free power

• 30 4月 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

The rising hurdles for investment in upstream

• 30 4月 2021

A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

How hard would global refiners be hit by a sharp drop in US gasoline demand?

• 14 6月 2021

What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

Why floating solar has an important role to play in the energy transition

• 08 6月 2021

We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?

Why green hydrogen is reaching a tipping point

• 09 6月 2021

An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.

North America Summer 2021 weather outlook

• 04 6月 2021

A look at our weather expectations for the upcoming summer.

Did the oil and gas industry change forever last week?

• 04 6月 2021

Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

Europe becomes a battleground for global LNG price formation

• 27 5月 2021

Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

Why oil and gas exploration is still important

• 27 5月 2021

As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

A focused Lens on Permian private players

• 02 6月 2021

Last month, Hunt Oil Company sold its 44,000 net acre position in the Midland Basin in the US to Vencer Energy. We drill into the details of the deal using Wood Mackenzie Lens Subsurface data.

Continental off the shelf with Permian Basin purchase from Pioneer

• 08 11月 2021

Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.

From electric vehicle investment to virtual power plants: key themes shaping the US grid edge

• 15 11月 2021

The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.

Africa’s energy challenge

• 12 11月 2021

African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.

Is the end of coal in sight?

• 17 11月 2021

With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?

The Biden administration struggles to get a grip on fuel prices

• 19 11月 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.