Search

How AI is reviving the nuclear industry

30 September 2024

Surging electricity demand for AI is prompting companies and banks to look at building new nuclear power plants in the US. Government support will still be needed.

Opinion

The coronavirus second wave hits demand for oil

06 November 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

COP26: Can petrochemicals square the circle?

29 September 2021

Polymer value chains currently account for 4% of energy related GHG emissions, and this figure is set to rise to 10% by 2050 as plastic demand rises to meet the needs of the rising global middle-class.

Opinion

Assessing the risks to US renewables

17 September 2024

US tax credits for low-carbon energy have bipartisan support, but could still come under pressure in the next Congress. Wood Mackenzie has modelled a “severe downside scenario” to show the possible impact on investment if the credits are cut.

Opinion

Horizons podcast: Pedal to the metal

26 September 2022

We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

Opinion

What does the OPEC+ supply surge mean for refiners?

23 March 2020

The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

Opinion

ASEAN at 50: new ways to foster LNG and power cooperation

17 October 2017

ASEAN has to explore new ways of energy cooperation among its members.

Opinion

Latin America: 5 things to look for in 2025

07 January 2025

The Latin America upstream sector will continue with its successful track record of expanding production but will also face challenges in 2025.

Opinion

What would an accelerated energy transition mean for metals and mining?

18 October 2022

From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

Opinion

Can China’s CTO and MTO industries survive the threat of massive steam cracker investment?

06 September 2019

In 2019, the total ethylene capacity from CTO/MTO units reached 5.21 million tonnes per annum (Mtpa), accounting for 21% of China’s total ethylene capacity. However, CTO and MTO development has slowed due to high methanol prices and environmental controls, as well as the threat from a new wave of steam cracker investment in China.

Opinion

US LNG export restrictions underline the case for blue ammonia

02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Opinion

Offshore influence: redefining the competitive landscape

19 August 2024

The corporate landscape of the subsea market has changed drastically over the last decade. A new wave of consolidation emerged in 2015, which forced operators to focus on two priorities – reducing costs and improving efficiency.

Opinion

Power of Siberia begins gas supply to China (and why it’s ok for LNG)

16 December 2019

On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.

Opinion

Electric vans on the brink of a commercial breakthrough

16 April 2021

There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

Opinion

Learning the right lessons from the Texas crisis

03 December 2021

The blackouts raise important questions about investment, innovation and electricity market design, as the share of variable renewable generation on the grid increases.

Opinion

Could oil Majors and Independents generate record free cash flow this year?

25 February 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Opinion

BP sets an ambition of becoming a “net zero company”

14 February 2020

BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

Opinion

US energy companies brace for tariff impact

07 February 2025

Breaking down the impact of US tariffs on energy, trade and global markets

Opinion

US nuclear’s problems add to the challenge of carbon-free power

30 April 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

Opinion

Can Gazprom deliver Power of Siberia gas to China by 2020?

06 September 2017

In July, Gazprom and China National Petroleum Corporation (CNPC) announced first gas supplies via the Power of Siberia pipeline for 20 December 2019. Alongside a raft of projects starting up in 2019-2021, tax increases and low gas prices are straining Gasproms finances. We explore the risks for the Power of Siberia project.

Opinion

Making sense of Asia’s sky-high spot LNG prices

20 January 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Opinion

Saudi Arabia’s price push for oil market dominance in Asia

21 April 2020

Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

Opinion

Stepping on the gas: are Asia Pacific governments doing enough?

26 June 2019

Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.

Opinion

Strong gas demand raises questions over emissions

11 September 2023

As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.

Opinion

Big Oil commits to dividends in troubled times

30 October 2020

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

Opinion

The Biden administration struggles to get a grip on fuel prices

19 November 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

Opinion

Oil producers cautious as recovery hopes rise

20 November 2020

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

Opinion

Threats to oil supplies show the limits of US production growth

08 October 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

Opinion

The art of never letting a crisis go to waste

15 July 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

Opinion

Radical reform and China’s pathway to carbon neutrality

30 September 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.

Upstream

Emissions & Carbon Management

Energy Transition Scenarios & Technologies

Power & Renewables

Gas & LNG

Metals & Mining

Oils & Chemicals

Commodity Trading Analytics

Supply Chain Analytics

Consulting

Wood Mackenzie Events

Industry

Global events

Asia

Africa

Europe

North America

Power and renewables

Upstream oil and gas

Macroeconomics, risk and global trends

Oil and gas markets

Midstream oil and gas

LNG

Downstream oil refining

Coal

Metals markets

Metals costs

Chemicals

Wallmaps for sale

Power & Renewables

Hydrogen

Upstream

Subsurface

Gas & LNG

Metals & Mining

Carbon

Emissions

Energy Transition

Lens Direct - API

Refine results

Article Category

Industry Sector

Commodity

Location

Search results: 2228

How AI is reviving the nuclear industry

The coronavirus second wave hits demand for oil

COP26: Can petrochemicals square the circle?

Assessing the risks to US renewables

Horizons podcast: Pedal to the metal

What does the OPEC+ supply surge mean for refiners?

ASEAN at 50: new ways to foster LNG and power cooperation

Latin America: 5 things to look for in 2025

What would an accelerated energy transition mean for metals and mining?

Can China’s CTO and MTO industries survive the threat of massive steam cracker investment?

US LNG export restrictions underline the case for blue ammonia

Offshore influence: redefining the competitive landscape

Power of Siberia begins gas supply to China (and why it’s ok for LNG)

Electric vans on the brink of a commercial breakthrough

Learning the right lessons from the Texas crisis

Could oil Majors and Independents generate record free cash flow this year?

BP sets an ambition of becoming a “net zero company”

US energy companies brace for tariff impact

US nuclear’s problems add to the challenge of carbon-free power

Can Gazprom deliver Power of Siberia gas to China by 2020?

Making sense of Asia’s sky-high spot LNG prices

Saudi Arabia’s price push for oil market dominance in Asia

Stepping on the gas: are Asia Pacific governments doing enough?

Strong gas demand raises questions over emissions

Big Oil commits to dividends in troubled times

The Biden administration struggles to get a grip on fuel prices

Oil producers cautious as recovery hopes rise

Threats to oil supplies show the limits of US production growth

The art of never letting a crisis go to waste

Radical reform and China’s pathway to carbon neutrality

Sign up to the Inside Track weekly newsletter