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Harnessing the sun: how rising solar power demand impacts base metals

09 August 2021

Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

Opinion

Oil and gas: a risky business

10 August 2021

Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

Opinion

Asia Pacific’s energy transition conundrum – is net zero possible?

10 August 2021

The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

Opinion

De-constructing India’s gas supply boom

12 August 2021

India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.

Opinion

Wind turbine replacements to cost Europe €3.9 bn by 2030

17 August 2021

Nearly 10,000 wind turbine major components will need replacements or repairs this decade, with the vast majority of this O&M activity focused in Europe.

Opinion

A new inflection point for clean energy

12 August 2021

In this latest podcast episode from Wood Mackenzie and CohnReznick, we look at the mega trends for clean energy in the corporate world

Opinion

Onsan refinery case study: how much value will greater refinery-petrochemical integration add for S-Oil?

23 August 2021

How can refiners assess the potential ROI of increased petrochemical integration? We explore how S-Oil’s plans to add steam cracking to its Onsan site will affect its competitive position.

Opinion

Nordic power markets: at the heart of Europe’s energy transition

31 August 2021

Denmark, Finland, Norway and Sweden are leading the way on renewables integration. So, how is the Nordic power mix evolving and what will that mean for power prices in the region?

Opinion

Hurricane Ida causes historic US crude supply chain disruption

31 August 2021

Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.

Opinion

US solar PV system costs increase in 2021

02 September 2021

Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.

Opinion

China’s top 5 ‘must haves’ from COP26

02 September 2021

With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

Opinion

COP26: The global gas industry’s path to a sustainable future

08 September 2021

The outcomes of COP26 will be a reality check for gas, providing clarity about a key question for the industry: does the world acknowledge the role of gas as a transition fuel?

Opinion

Trade actions and supply chain challenges steal spotlight from strong US solar deployments

14 September 2021

US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.

Opinion

Carbon capture and the future of LNG in Asia

08 September 2021

With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.

Opinion

Could solar energy power nearly half of the US electric grid by 2050?

20 September 2021

We use Lens Power to assess the feasibility of this ambitious target.

Opinion

Is Asia’s oil market recovery losing pace?

15 September 2021

Continued restrictions on mobility reverberate through to demand for transportation fuels in Asia Pacific.

Opinion

Making Long Duration Energy Storage Viable

12 September 2021

In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States

Opinion

COP26: Four reasons why solar is vital for the energy transition

30 September 2021

Solar's flexibility, cost-competitiveness, job creation and momentum are key reasons it should be a focus of COP26 negotiations.

Opinion

COP26: Carbon capture & storage and low-carbon hydrogen

22 September 2021

A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.

Opinion

Does lower reinvestment mean tight oil can’t grow?

12 October 2021

A more mature tight oil sector means investors are looking for value, not just growth. Achieving value will mean limiting reinvestment and reducing production.

Opinion

Eni’s exploration success: how does it support a net zero future?

22 September 2021

How will Eni adapt to achieve its ambitious emissions deadlines? What role will exploration play in a low-carbon future?

Opinion

The fork in the road for Asia’s oil and gas demand

23 September 2021

Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.

Opinion

Тюменский Нефтегазовый Форум

04 October 2021

Различные заинтересованные стороны сосредоточили внимание на роли газа и СПГ в энергопереходе.

Opinion

The significance of low residential solar-plus-storage adoption in New Jersey

04 October 2021

Residential battery storage in the US is growing quickly as more customers become familiar with solar-plus-storage options for backup power.

Opinion

China, coal and the big crunch

07 October 2021

The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

Opinion

Does Europe have enough gas to meet demand?

08 October 2021

We've seen record wholesale gas prices over the past month. But this masks the bigger question - is there enough gas to meet european demand this winter?

Opinion

Responsibly sourced gas (RSG): a primer

18 October 2021

Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.

Opinion

What impact could COP26 have on oil and gas company strategies?

20 October 2021

With stakeholder pressure growing, will COP26 accelerate oil and gas companies’ pivot to low carbon?

Opinion

The Net Zero Standard: 7 key takeaways for oil and gas companies

25 October 2021

The IIGCC's Net Zero Standard for oil and gas companies shows much more needs to be done to align to Paris Agreement goals. What are the implications for the sector?

Opinion

Offshore wind valuations: a closer look at performing sensitivity analysis

10 November 2021

Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.

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Search results: 2170

Harnessing the sun: how rising solar power demand impacts base metals

Oil and gas: a risky business

Asia Pacific’s energy transition conundrum – is net zero possible?

De-constructing India’s gas supply boom

Wind turbine replacements to cost Europe €3.9 bn by 2030

A new inflection point for clean energy

Onsan refinery case study: how much value will greater refinery-petrochemical integration add for S-Oil?

Nordic power markets: at the heart of Europe’s energy transition

Hurricane Ida causes historic US crude supply chain disruption

US solar PV system costs increase in 2021

China’s top 5 ‘must haves’ from COP26

COP26: The global gas industry’s path to a sustainable future

Trade actions and supply chain challenges steal spotlight from strong US solar deployments

Carbon capture and the future of LNG in Asia

Could solar energy power nearly half of the US electric grid by 2050?

Is Asia’s oil market recovery losing pace?

Making Long Duration Energy Storage Viable

COP26: Four reasons why solar is vital for the energy transition

COP26: Carbon capture & storage and low-carbon hydrogen

Does lower reinvestment mean tight oil can’t grow?

Eni’s exploration success: how does it support a net zero future?

The fork in the road for Asia’s oil and gas demand

Тюменский Нефтегазовый Форум

The significance of low residential solar-plus-storage adoption in New Jersey

China, coal and the big crunch

Does Europe have enough gas to meet demand?

Responsibly sourced gas (RSG): a primer

What impact could COP26 have on oil and gas company strategies?

The Net Zero Standard: 7 key takeaways for oil and gas companies

Offshore wind valuations: a closer look at performing sensitivity analysis

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