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“It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.
Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.
System prices remain high as supply chain constraints and policy uncertainties create a high-risk environment for US solar PV development.
Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.
When you’re thinking about project efficiency and financial returns in solar, you need to have a concise plan for the O&M stage.
In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.
Impressive growth and market consolidation amid the top five US solar players could threaten Sunrun’s dominance in 2022.
To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.
Inspiring women from the world of upstream exploration provide actionable advice for any career stage.
Shell and TotalEnergies’ giant deepwater discoveries could be transformational.
The energy transition strategies of most NOCs lag the Majors. High prices and rising intergovernmental pressure create a golden opportunity to switch gears.
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
The gang explores how major US companies may be required to report climate risks and emissions, Canada's new emissions reduction plan and the new IPCC report.
Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.
75% of American households do not have access to solar power. Community solar could be the solution
The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact
Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?
The crisis in Ukraine is having a major impact on the global economy and markets. Read Wood Mackenzie's analysis of the impact on commodities, energy markets and the energy transition.
The gang are taking a break this week. Instead of a new episode we’re rebroadcasting our special edition live episode where the team discusses the top 5 energy-related stories of 2021.
Brazil's three most mature pre-salt fields – Tupi, Iracema and Sapinhoá – have entered their decline phase, but significant volumes and value can still be recovered.
Electric vehicles: what you need to know about the electrification of transport and its role in the energy transition.
China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?
Carbon capture, utilisation and storage: what you need to know.
The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?
Ed Crooks is joined by Emily Chasan and Joshua Rhodes to discuss the Texas Blackouts and how to avoid it happening again, the situation in Eastern Europe and how the current conflict affects the net-zero pledges made at COP26.
Dr. Liz Dennett is joined by Andy Klump and Alex Whitworth to discuss 2021 as China's boom year and the drivers for their growth in renewables.
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
What's driven the rally, what is the outlook for supply and demand fundamentals in 2022, and how will geopolitics, including the Russia/Ukraine crisis, play out?
In this year’s Super Bowl, six companies showed ads that showcased their electric vehicles, two included EVs in their commercials, and one advertised EV chargers.
How do changing patterns in the time distribution of intraday volumes affect trading behaviour and algorithmic traders’ settings?
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