• Opinion

  Can we call COP27 a success? | Podcast

  • 18 11月 2022

  With climate talks wrapping up at COP27, the Energy Gang turn their attention to the critical issues discussed at this year’s summit and what happens next.

• Opinion

  Accelerating the transition to net zero – COP27 and the urgency to act now | Podcast

  • 11 11月 2022

  With COP27 well underway, our Interchange Recharged podcast we are joined by Rick Saines from Pollination to discuss what needs to be done to ensure companies and governments stay on track to achieving net zero.

• Opinion

  Bottle battle: the fight for recycled plastic supply is on

  • 16 11月 2022

  The textiles and packaging sectors may soon be in fierce competition for limited supplies of recycled PET to meet their sustainability targets

• Opinion

  International tensions shape COP27 climate talks

  • 14 11月 2022

  COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

• Opinion

  The Interchange Recharged podcast: Live at the Grid Edge Innovation Summit – Day One

  • 07 12月 2022

  Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.

• Opinion

  The US solar industry waits

  • 13 12月 2022

  Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.

• Opinion

  What does a split US Congress mean for the energy transition? | Podcast

  • 02 12月 2022

  On this week’s episode, Ed Crooks is joined by Jackie Forrest of the ARC Energy Research Institute and Robbie Orvis of Energy Innovation. The year has almost ended and there’s a lot going on in the world of energy. The gang discusses key topics including what a split US Congress could mean for the energy transition and the role of natural gas as we work towards net zero.

• Opinion

  Horizons podcast: Silver linings playbook

  • 12 12月 2022

  In the final Horizons podcast of 2022, we discuss five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for our energy and natural resources.

• Opinion

  The Interchange Recharged podcast: Round-up of the Grid Edge Innovation Summit

  • 09 12月 2022

  The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.

• Opinion

  Why permitting reform could help the US energy industry

  • 12 12月 2022

  Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors

• Opinion

  The Interchange Recharged – 2022 in review | Podcast

  • 23 12月 2022

  On this special episode of The Interchange Recharged, we highlight some of our favorite & memorable moments on the podcast in 2022.

• Opinion

  China’s re-opening off to a stuttering start

  • 12 1月 2023

  Wood Mackenzie's APAC team looks at China’s re-opening and what it means for energy sector investment.

• Opinion

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

  • 17 6月 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?

• Opinion

  Three challenges that will stretch spandex in 2020

  • 18 6月 2020

  Rapid growth means spandex is poised to become a mainstream textile fibre – but environmental issues, commoditisation and the impact of Covid-19 all pose challenges.

• Opinion

  European gas suppliers gearing up for recovery

  • 17 6月 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

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• 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?

• 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

  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

  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

  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

  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

• 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.

• 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.

• 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.

• 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.

• Opinion

  Is green hydrogen metallurgical coal’s kryptonite?

  • 11 5月 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

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.