• The Edge

  Gas and LNG – approaching a winter reckoning

  • 14 10月 2021

  Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.

• The Edge

  How capital markets will drive the decarbonisation of oil and gas

  • 23 9月 2021

  Are oil and gas companies doing enough to tackle climate change? The answer is almost certainly no, despite the earnest intentions of many companies.

• The Edge

  Future energy – geothermal power

  • 16 9月 2021

  Geothermal sits with hydrogen and CCS as a future energy play. Could EGS and AGS geothermal systems support our AET-1.5 and AET-2 projected electricity demand?

• The Edge

  Booming LNG industry’s energy transition challenges

  • 09 9月 2021

  With the LNG market on fire, soaring gas prices deliver record earnings and cash flow. What challenges will the LNG industry face with the energy transition?

• The Edge

  The Majors’ accelerating tilt to new energy

  • 02 12月 2021

  Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?

• The Edge

  Carbon markets’ COP26 breakthrough

  • 25 11月 2021

  The biggest win at COP26 was Article 6. So, how will the Glasgow Climate Pact change carbon markets? How will carbon offsets interact with carbon pricing regimes in future? And how high could carbon prices go?

• The Edge

  Big themes in 2022 for energy and natural resources

  • 14 12月 2021

  What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.

• The Edge

  How the energy transition is driving upstream consolidation

  • 20 1月 2022

  Upstream M&A is back with a bang. Are we witnessing the start of another cyclical boom in asset and corporate transactions? Or will it be different this time as the energy transition casts its shadow over the sector?

• The Edge

  The mounting challenges facing Europe’s power market

  • 22 7月 2022

  Power prices have soared across Europe. The power market itself faces multiple other challenges to keep the lights on this coming winter. What are the short-term options for governments, regulators and the industry to ease the price pressure on consumers?

• The Edge

  What price LNG

  • 16 6月 2022

  Europe's scramble to replace Russian gas has sent global prices through the roof. It's an opportunity for LNG suppliers but an extremely challenging market for utilities and traders.

• The Edge

  The pros and cons of an upstream windfall tax

  • 26 5月 2022

  Oil and gas profits are an easy target for governments looking to raise revenue and deal with the cost-of-living crisis. A number of governments, including the UK and US, are looking at a windfall tax.

• The Edge

  How the Russia/Ukraine war changes energy markets

  • 28 4月 2022

  The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?

• The Edge

  Exploration’s star is rising

  • 07 4月 2022

  High-impact exploration has kept a low profile over the last decade. Will the need for the global economy to diversify away from Russian oil and gas breathe new life into exploration?

• The Edge

  Five ways the Russia/Ukraine war is changing oil markets

  • 31 3月 2022

  Amidst the Russia/Ukraine conflict producers, traders, shippers, refiners and even consumers are all having to adapt to shifting crude and product flows – and pricing.

• The Edge

  How the world gets to a 1.5 °C pathway

  • 03 3月 2022

  Is a 1.5 °C pathway feasible, does the conflict in Ukraine change anything and will higher prices affect the progress of the energy transition? Does energy security now trump decarbonisation?

• The Edge

  How to tackle the upcycle’s big challenges

  • 11 2月 2022

  Could the margin-boosting gains shrink under the pressure of supply chain challenges, and what can companies do to ensure their supply chain meets ESG requirements?

• The Edge

  Offshore wind’s value proposition

  • 20 10月 2022

  Big Oil’s future dividend machine?

• The Edge

  How Africa maximises its oil and gas riches

  • 14 10月 2022

  The upstream industry in Africa is thriving. Giant oil discoveries in the last two years add to a positive investment outlook that's the envy of other oil and gas provinces. What can African governments do to maximise the value of their resources?

• The Edge

  Oil in a decarbonising world

  • 22 9月 2022

  What is the trajectory of oil demand in a world that’s decarbonising and how will that influence prices?

• The Edge

  Is net zero by 2050 at risk?

  • 18 4月 2024

  Our new Delayed Energy Transition scenario reflects the increasing risk that the transition will be much slower than a Paris-aligned pathway.  

• The Edge

  Why the transition needs smart upstream taxes

  • 03 4月 2024

  How to develop a low-carbon energy system and maximise revenue from a mature oil and gas province? Many countries face the challenge the UK is trying to deal with today. Its two main political parties have upped the ante on tax rates ahead of an election - and run the risk of stifling investment.     How much investment is threatened? Is there a fiscal system that works for both upstream and low carbon? Can other countries learn from the UK?

• The Edge

  Can carbon offsets deliver for oil and gas companies?

  • 21 3月 2024

  A slower energy transition means higher demand for fossil fuels, heaping further pressure on oil and gas companies already battling to reduce their emissions. Carbon offsets can help.

• The Edge

  Nuclear’s massive net zero growth opportunity

  • 14 3月 2024

  The cancellation of NuScale's small modular nuclear reactor project in November cast a shadow over this nascent technology. Yet the project pipeline continues to build, reflecting the industry's belief that SMRs can be a gamechanger for nuclear. How big is the current pipeline? What is the potential scale of SMRs' contribution to net zero? Which countries and developers are leading the way? How much do costs need to come down?

• The Edge

  Hydrogen: how carbon intensity rules can muddy the waters

  • 07 3月 2024

  Green hydrogen is expected to be the winner among the ever-widening hydrogen colour palette. Its potential for zero emissions is the attraction, assuming scaling up of this nascent industry delivers molecules that are cost-competitive. What factors could spoil green hydrogen's low-carbon credentials? Could blue hydrogen have lower carbon intensity than green? Are there solutions that green hydrogen developers can fix?

• The Edge

  Re-thinking energy transition supply chains

  • 29 2月 2024

  Can the rest of the world compete with China?

• The Edge

  Is consolidation changing upstream’s appetite for investment?

  • 22 2月 2024

  What does it all mean for the organic investment required to deliver the new supply to meet demand?

• The Edge

  Taking the pulse of the global LNG industry

  • 26 9月 2024

  The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.

• The Edge

  Keeping the LNG bandwagon rolling

  • 12 9月 2024

  The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.

• The Edge

  Are voters turning their backs on the EU’s 2030 climate objectives?

  • 10 7月 2024

  European voters just threw a spanner in the works of the EU’s 2030 decarbonisation targets. Last month’s European parliamentary elections saw a dramatic shift in power to nationalist and populist parties, which tapped into, among other issues, voter scepticism over the pace and sheer cost of the energy transition. We look at the impact of the elections on tackling climate change.

• The Edge

  Why higher tariffs on Chinese EVs are a double-edged sword

  • 13 6月 2024

  The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.