• Opinion

  Which Supermajors’ portfolios are most resilient?

  • 16 9月 2020

  In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority

• Opinion

  Why the majors, electric utilities, and private equity firms all want to own US microgrids

  • 03 9月 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

  Trump vs Biden: what does the election mean for US coal markets?

  • 09 9月 2020

  In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?

• Opinion

  Has Covid-19 changed the economics of plastics recycling?

  • 25 8月 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

  What a second wave of lockdowns would mean for Asia’s oil and gas markets

  • 18 8月 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

  UK's 32nd Offshore Licensing Round

  • 08 9月 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?

• Opinion

  An Accelerated Energy Transition *batteries not included

  • 10 9月 2020

  An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.

• Opinion

  Re-inventing the North West Shelf

  • 08 9月 2020

  With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.

• Opinion

  LNG regasification: why there’s still plenty of gas in the tank

  • 08 9月 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

  Can biomethane decarbonise Europe’s gas market?

  • 23 9月 2020

  Europe is the leading global producer of the net-zero carbon renewable gas, but continued growth depends on policy support

• Opinion

  Are miners ready for a net zero future?

  • 21 10月 2020

  Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 10月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

• Opinion

  Net zero North Sea: can hydrogen live up to its hype?

  • 20 10月 2020

  The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

• Opinion

  The promise of green hydrogen

  • 09 10月 2020

  Hydrogen made from water has been discussed as an energy carrier for 150 years. A steep decline in its cost means it may at last become viable

• Opinion

  What can the materials transition learn from the energy transition?

  • 12 10月 2020

  Materials use is on a course to double by 2050, with waste generation increasing by 70%, putting an unsustainable burden on our planet. It’s time for a materials transition, with the global scale and ambition of the energy transition.

• Opinion

  A new model for M&A in US oil

  • 06 10月 2020

  Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

• Opinion

  Radical reform and China’s pathway to carbon neutrality

  • 30 9月 2020

  Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

• Opinion

  The coronavirus second wave hits demand for oil

  • 06 11月 2020

  The numbers of new reported Covid-19 cases have been surging in Europe and the US, forcing lockdowns and putting a brake on the economy. In other news, China plans to end sales of conventional internal combustion engine cars by 2035, counting the cost of plugging old wells, and world oil and gas demand will peak around 2030, Equinor says.

• Opinion

  Can the polyester industry recover from Covid-19’s shockwaves?

  • 10 11月 2020

  Volume loss, overcapacity and margin squeeze have taken a toll – but there are bright spots for the polyester industry.

• Opinion

  Big Oil commits to dividends in troubled times

  • 30 10月 2020

  The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

• Opinion

  Three reasons why Europe is set to lose the energy storage race

  • 09 11月 2020

  Why doesn't Europe’s energy storage capacity match its renewables ambitions? And what lessons can it learn from leading markets?

• Opinion

  How flexible packaging demand has given BOPP film a boost

  • 27 10月 2020

  Demand for biaxially oriented polypropylene (BOPP) has grown 3.5% per annum over the last five years. But what effect has a year of unprecedented change had on the outlook?

• Opinion

  US E&Ps polish up their ESG credentials

  • 23 10月 2020

  Two big acquisitions in US tight oil announced this week have highlighted how E&P companies are seeking to enhance their appeal to investors

• Opinion

  Oil producers cautious as recovery hopes rise

  • 20 11月 2020

  Good news on Covid-19 vaccines points to a rebound next year, but there are still some difficult months ahead

• Opinion

  Can the UK lead the world in carbon capture, utilisation and storage?

  • 24 11月 2020

  Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.

• Opinion

  Henry Hub prices have gone global

  • 24 11月 2020

  Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

• Opinion

  Microgrid finance 2020: The emergence of the 'Energy as a Service' business model

  • 24 11月 2020

  In news articles, press releases, and industry presentations, 'Energy as a Service' is highlighted as a new business model driving microgrid deployment in the United States. Examples include leading developers and suppliers including Schneider Electric, Enchanted Rock, Siemens and others.

• Opinion

  Biden administration set fair for US offshore wind

  • 13 11月 2020

  Priorities for the new president will be creating jobs and cutting emissions. Offshore wind can help him do both

• Opinion

  From proposal to execution: 5 challenges on the path to net zero

  • 24 11月 2020

  The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?

• Opinion

  Can chemical recycling make plastic more sustainable?

  • 16 11月 2020

  In this insight, Wood Mackenzie explores the development of chemical recycling and how it can dramatically cut the levels of plastic sent to landfill or incineration, or leaked into the natural environment.