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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?
NOCs hold two thirds of global remaining resources – how is their attitude to exploration changing with the energy transition?
Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?
The innovation that unlocks a lower-carbon future, from EVs to solar cells and the future of nuclear.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
Wood Mackenzie's Q4-2025 Global Copper Mine Cost Summary re-asserts the importance of high gold and silver prices on C1 costs in the near future. Driven by a confluence of factors, including sustained high by-product prices and squeezed TCRC throughout the year, we project global copper C1 plus sustaining costs to reach 181c/lb in 2025, representing a 14.2% decrease compared to 2024. The sustained…
The global gas and LNG industry confronts unprecedented uncertainty as multiple energy transition scenarios reshape demand trajectories and investment strategies through 2050. In addition to our base case, Wood Mackenzie's Energy Transition Outlook 2025 identifies three distinct pathways that could fundamentally alter industry dynamics over the next three decades: Delayed Energy Transition, Net…
The propylene industry is heading for a downturn. Which regions will fare best through the downturn and beyond, and which assets may be at risk of closure?
The upstream wind supply chain feels the tightest squeeze from rising costs and aggressive power pricing tenders.
Swelling component sizes, soaring demand and the required re-investment make change in the offshore wind tower market not only merely required, but inevitable.
Until recently, Asia was the premium market for LNG. But dynamics have changed dramatically, and Asia has become the new swing market.
What competitive advantages do oil and gas companies have to reduce global emissions as part of the energy transition?
COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.
What is driving the huge deepwater growth, and what are the challenges for the sector?
Companies along the value chain must be proactive in response to the prospect of a carbon offset crude market.
The energy crisis will give rise to new opportunities for Majors, Independents and NOCs in 2023 – but operators will also face numerous headwinds and an uncertain outlook.
Is this the year that CCUS really switches gear from niche concept to mainstream investment theme?
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
The ongoing impact of the energy crisis in Europe. The Inflation Reduction Act’s boon to renewables in the US. Interesting times for global power and renewables players.
The gas industry found itself at the epicentre of the energy crisis in 2022, with far-reaching implications. What twists and turns will 2023 bring to this global story?
Profit margins tightened in the onshore wind markets in 2022, will this trend continue in 2023? What other forces will shape the year ahead?
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in 2023?
A tangle of long-term ambitions will drive upstream regulators and investors toward the big fiscal themes to look for in 2023, from windfall taxes to renewed interest in gas policy terms.
Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?
Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?
The winds of opportunity are blowing for Chinese onshore and offshore companies.
Recycled material is key to a more circular plastics economy – but where local supply struggles to match demand brands may need to weigh up the import option.
Is nuclear key to net zero in Asia?
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.
How SmarTrack™ machine learning improves solar energy gains
Difficult times for the upstream wind supply chain as a multitude of issues deteriorate profit margins.
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