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Opinion
Beyond inexpensive supply in North American power markets
- 31 March 2020
The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 
Opinion
Is China embarking on a major expansion of coal-fired power generation?
- 31 March 2020
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.
Opinion
Coronavirus hits the petrochemicals industry with two major shockwaves
- 03 April 2020
Frozen economic activity and volatile feedstock pricing will both have an immediate and dramatic impact. How will the industry respond?
Opinion
Three signs that a global recession is imminent
- 02 April 2020
From the coronavirus lockdown to economic meltdown, Peter Martin explains why we’re downgrading our economic outlook for 2020 as a result of Covid-19.
Opinion
Coronavirus oil and gas supply chain risks are hidden in your backyard
- 08 April 2020
How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?
Opinion
Has the Lower 48 got the financial strength to ride out the storm?
- 17 April 2020
From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.
Opinion
Coronavirus: tracking the impact on European gas, power and chemicals
- 22 April 2020
The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?
Opinion
Batteries: powering the fight against climate change
- 22 April 2020
Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C
Opinion
European gas markets feel the pressure – but there are signs of recovery
- 28 April 2020
As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.
Opinion
For Asia’s NOCs, it’s time to go big or stay home
- 28 April 2020
Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.
Opinion
Is green hydrogen metallurgical coal’s kryptonite?
- 11 May 2020
With all carbon-intensive industries firmly in the crosshairs of international emission reduction targets, the steel industry has no choice but to investigate low or zero-carbon emission technologies. Enter green steel and green hydrogen – will this duo be the end for metallurgical coal and carbon-based steel production?
Opinion
The outlook for renewable generation across Asia Pacific remains bright
- 19 May 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 May 2020
Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds
Opinion
Making sense of the TCFD recommendations
- 20 May 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 May 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
When will the global gas market recover from coronavirus?
- 26 May 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
The impact of travel restrictions on oil and gas supply chains
- 28 May 2020
The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.
Opinion
European gas suppliers gearing up for recovery
- 17 June 2020
Demand continues to recover – but will Europe’s gas market stay in balance? Learn about the dynamics in the European gas market this year and why Summer 2021 will be more finely balanced.
Opinion
What’s behind the BP and INEOS petrochemical deal?
- 06 July 2020
While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.
Opinion
Why US solar tariffs (almost) worked – and why they don’t now
- 20 July 2020
Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.
Featured
Covid-19 reveals critical flaw in European power systems – lack of flexibility
- 23 July 2020
Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19
Opinion
Can PTA producers survive plummeting polyester demand?
- 28 July 2020
The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.
Opinion
What forces will shape global gas markets over the next two decades?
- 13 August 2020
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
Opinion
How would a second wave of lockdowns affect oil and gas markets?
- 18 August 2020
The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
Opinion
What a second wave of lockdowns would mean for Asia’s oil and gas markets
- 18 August 2020
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
Opinion
Has Covid-19 changed the economics of plastics recycling?
- 25 August 2020
The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?
Opinion
Why the majors, electric utilities, and private equity firms all want to own US microgrids
- 03 September 2020
The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.
Opinion
LNG regasification: why there’s still plenty of gas in the tank
- 08 September 2020
The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.
Opinion
Re-inventing the North West Shelf
- 08 September 2020
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
Opinion
UK's 32nd Offshore Licensing Round
- 08 September 2020
The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?

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