• The Edge

  Big Mining pivots to copper for growth

  • 03 4月 2025

  Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

• The Edge

  How gas could displace renewables in meeting surging US data centre demand

  • 06 3月 2025

  With the future of the IRA in doubt, the renewable energy sector faces significant challenges in meeting growing US power demand - discover what’s at stake for solar, wind and storage industries.

• The Edge

  What a future Ukraine peace deal means for energy (part 1)

  • 19 3月 2025

  How will a Ukraine peace agreement reshape global gas and LNG markets? Discover key scenarios and their far-reaching consequences for energy trade and prices.

• The Edge

  What next for East Med gas?

  • 20 2月 2025

  How can the East Med accelerate gas development? Explore five key solutions driving growth in Egypt, Israel and Cyprus.

• The Edge

  Why upstream companies might break their capital discipline rules

  • 13 2月 2025

  Stronger oil and gas demand could drive higher investment, rising prices, and more M&A in a slower energy transition.

• The Edge

  No country for oil men (and women)

  • 30 1月 2025

  UK and EU energy policies risk undermining energy security and economic growth by discouraging domestic oil and gas investment, increasing reliance on costly imports and jeopardising net zero goals. Discover how regulatory uncertainty, high taxes and declining North Sea production threaten the future of Europe’s energy transition.

• The Edge

  Walking Japan’s energy tightrope

  • 06 2月 2025

  Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.

• The Edge

  Battery energy storage comes of age

  • 23 1月 2025

  Explore how battery energy storage (BESS) is revolutionising renewable energy by enhancing grid stability, reducing curtailment and supporting zero-carbon power generation. Discover key trends, market growth and advancements in battery technology driving the future of energy storage solutions.

• The Edge

  Five themes shaping the energy world in 2025

  • 08 1月 2025

  What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.

• The Edge

  COP29 key takeaways

  • 25 11月 2024

  Progress on finance and carbon, but still much to do in Belém

• The Edge

  Renewable developers change tack

  • 12 12月 2024

  Market challenges driving shifts in investment

• The Edge

  What the Middle East conflict means for oil and LNG

  • 03 10月 2024

  With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

• The Edge

  Future energy: biomethane’s time has come

  • 17 10月 2024

  Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

• The Edge

  What’s driving the upstream revival in Southeast Asia?

  • 19 9月 2024

  Four reasons the industry has started to invest again.

• The Edge

  Three factors driving US liquids production to new heights

  • 05 9月 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• The Edge

  Unlocking the potential of white hydrogen

  • 25 7月 2024

  Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

• The Edge

  Is it time for a global climate bank?

  • 18 7月 2024

  Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.

• The Edge

  A window opens for OPEC+ oil

  • 20 6月 2024

  Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• The Edge

  The coming low carbon energy system disruptors

  • 30 5月 2024

  Momentum towards the 1.5˚C goal of the Paris Agreement may be faltering but while the pursuit of net zero is slowing, it won’t stop. Multiple low carbon technologies will be needed at scale to achieve a 2˚C or lower pathway to complement those such as renewables already on the front line of decarbonisation.

• The Edge

  What will define LNG’s three phases of market growth?

  • 06 6月 2024

  Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

• The Edge

  Seven days that shook the world

  • 13 3月 2020

  The coronavirus outbreak has derailed OPEC+, thrown the oil market into turmoil and sent an already unloved sector into freefall. What are the implications?

• The Edge

  Guyana – global oil’s new king of the heap

  • 10 3月 2020

  Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.

• The Edge

  Global LNG and coronavirus

  • 18 2月 2020

  LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

• The Edge

  Future energy – green hydrogen

  • 04 2月 2020

  Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• The Edge

  The Majors have got bigger – but are they better?

  • 29 10月 2019

  Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.