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The new investment cycle in energy and metals

• 03 February 2023

On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

How long can nickel prices defy market fundamentals?

• 29 September 2020

Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.

Brazil gas market reform unlocks investment across value chain

• 06 August 2019

Brazil’s natural gas market reforms have taken a major step forward, with plans in place which are set to open up opportunities across the gas value chain, and boost investment in the country’s pre-salt.

The Middle East steps on the gas

• 04 May 2023

What’s driving the impressive growth of the gas sector in the Middle East?

Can China’s recovery turn the oil market around?

• 15 June 2023

Government starts pulling the levers to bolster the economy

Brent set to average $65/b in 2019

• 21 January 2019

Global markets were volatile heading into the new year. Oil has been no exception, with Brent trading between $62 per barrel on 7 December 2018 before falling to $51/b on 21 December. Mixed macroeconomic data have driven much of the volatility, with political uncertainty compounding concerns of a sharper than expected economic slowdown. What's the outlook for 2019?

Lithium Product Suite

The greatest depth and breadth of lithium market analysis available today

Asia’s decarbonisation ambition isn’t matching reality

• 07 July 2022

Without action, a disorderly energy transition across Asia Pacific is looming.

The competitive edge of China's electrolysers

• 05 September 2024

In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs

Building LNG’s resilience through turbulent times

• 02 November 2023

Larger and more diversified portfolios are best placed to navigate through volatility

The state of the US energy storage market

• 20 June 2024

Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth

The Inflation Reduction Act and its impact so far

• 02 October 2023

The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.

How will the Asia Pacific upstream sector emerge from the crisis?

• 17 June 2020

Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

How will peak oil demand affect the upstream industry?

• 20 October 2017

With the world now considering a structural decline in oil demand, will upstream interest and investment in exploration be reduced?

Polymer demand scenarios: a little more conversation, a little less plastic

• 31 October 2023

We analysed a scenario which studied the impact of drivers that could accelerate sustainability initiatives on polymer demand compared to Wood Mackenzie’s base case long-term outlook using our proprietary Materials Application Platform.

US utility-scale solar: will policy power a rebound?

• 19 April 2022

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.

What technology is winning the global energy storage race?

• 26 November 2019

What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.

OPEC+ deal balances consumer pressure with need for stable prices

• 23 June 2018

The OPEC+ meeting, held in Vienna on 23 June 2018, confirmed Saudi Arabia and Russia’s high-level commitment to co-operate to manage the oil market.

Whales provoke emotional responses to offshore wind

• 31 March 2023

There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.

African upstream capex ‘may be slashed by 33%’

• 31 March 2020

Faced with the double whammy of the oil price crash and the coronavirus pandemic, Africa’s upstream sector looks set to slash capital spending by around 33% in 2020. Similar cuts to operating costs are also targeted by producers to stay cash-flow neutral. Unlike the 2015-16 price crash, this time nothing is sacrosanct: some operators will even wield the axe on committed spend, as well as the discretionary expenditure.

What's behind Libya's production boost?

• 20 October 2017

Libya's oil production has increased steeply from August 2016’s low point of below 300,000 barrels per day (b/d) to around 850,000 b/d at present, passing the 1 million b/d barrier in July. But Wood Mackenzie believes Libya may now be reaching its near-term production limits and future growth will be gradual.

Assessing the risks to future oil demand

• 15 May 2020

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

The energy transition sparks new interest in copper mining

• 09 February 2024

A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

China retaliates with tariffs on $34 billion worth of US goods

• 18 June 2018

Following China's imposition of retaliatory tariffs on US goods over the weekend, our experts weigh in on the potential impact the move will have on different commodities.

Can the North Sea oil and gas industry survive the downturn?

• 23 March 2020

The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003. Can the North Sea weather the storm?

ExxonMobil acquires Southeast Asia's Jurong Aromatics

• 15 May 2017

ExxonMobil acquired Jurong Aromatics in May 2017, strengthen its aromatics supply position in south east Asia.

Market set to tighten as OPEC+ agrees to extend 9.7 million b/d output cut

• 06 June 2020

OPEC+ today (6 June 2020) agreed a one-month extension of the 9.7 million barrels per day (b/d) production cut. The extension will tighten the market further and could see Brent prices rise from the current $40/bbl toward $45-to-$50/bbl.

Rising costs will hit solar investment

• 01 July 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

Shell takes a hit from the coronavirus downturn

• 02 July 2020

The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax