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Final Investment Decisions (FID) in 2017 more than doubled from 2016. We look at the cost cutting that has led to the jump and which projects are likely to get sanctioned next year.
How can investors assess the climate-related risk in their portfolios?
US steel tariffs are on their way. We discuss what that means for global producers, buyers and sellers.
We spoke with Thomson Reuters on all things supply chain at their Global Base Metals Forum
Electric vehicles and energy storage are dominating the metals and mining space. The supply scramble continues and some companies such as Toyota have gone 'upstream' and bought equity in lithium mines. Will this continue?
Dubal is the largest smelter by capacity in the Middle East region and the second oldest. It has gone through numerous expansion phases since construction in 1979. Dubal sits in the lowest quartile of the cost curve but is nevertheless the region's highest cost smelter on an ingot basis. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to…
Southern Energy LNG Phase 2 is the second phase of Southern Energy S.A.’s (SESA’s) under-construction floating LNG terminal in the Gulf of San Matias in Rio Negro, Argentina. The phase will deploy Golar LNG’s (Golar’s) 3.5 mmtpa MK II FLNG unit from late 2028 under a 20-year charter agreement. The unit will operate alongside Southern Energy LNG Phase 1 – which will deploy Golar’s 2.45 mmtpa Hilli…
As global propylene consumption continues to grow, petrochemical companies will need to invest in novel on-purpose technologies to meet demand.
What should the global polyethylene industry brace themselves for in 2018?
Maritza Ramirez recently presented at the LAPET Meeting in Mexico city. In her presentation, “Are Changes in Global Supply and Demand Helping or Hindering the Latin American PET Industry?”, Maritza, Senior PET Consultant for Wood Mackenzie Chemicals, explained that PET events in China or Europe can have immediate effects in Latin America.
The impact of the lingering low oil price and how the sector might evolve
Find out how some companies have avoided the value vs volume trade-off.
Our latest study of the Indian flexible packaging market place ‘Flexible Packaging Supply Demand Study – India’ shows that despite the current uncertainty in the Indian economy, demand for flexible packaging continues to grow at a pace, reaching an estimated $5.6 billion in 2017. India now has the fourth largest flexible packaging market, representing around 6% of the global market, behind the US, China and Japan.
The results from our Global Upstream Cost Survey suggest that cutting costs will remain a key priority throughout 2018.
We believe mining company managers should focus on three key issues to achieve future growth: right-sizing projects, developing a strong investment thesis and creating a balanced portfolio.
We posed 8 questions to Steve Jenkins, Vice President Consulting – Chemicals, Polymers & Fibres about China’s petrochemicals market...
We called 2013 the year of peak global thermal coal consumption, and it was also the first time that China’s services sector contributed more to GDP than its industrial sector.
The North Sea faces a decommissioning bill of US$32 billion between 2018 and 2022, but does the supply chain have an appetite to make the investment needed?
Exploring the industry's new focus on ‘value over volume’.
After barely creating any value during the Chinese supercycle, mining companies are focusing on sustainability.
Ashima Taneja discusses exploration results in Asia Pacific in 2017 and highlights the key wells to watch in 2018 with Angus Rodger, Research Director and Matthew Howell, Senior Analyst.
A 9-month extension to the current OPEC agreement will help sustain prices in a global market that's still uneasy going into 2018.
Could gas be a bridging fuel in a peak oil demand scenario?
Demand is positive, and question marks around supply are driving prices higher
We expect to see changes in the power and transport sectors that have far-reaching effects for energy and mining commodities.
Kelly Cui, Olefins Senior Consultant, provides a high-level overview of China’s CTO/MTO development opportunities and challenges to assess the sustainability of this emerging olefin force.
The lower crude oil pricing environment that has been in place for almost the last three years has influenced the olefin cost curve around the World. The deviation between advantaged and disadvantaged regions has narrowed, levelling the playing field much more.
Metals demand will extend beyond just raw materials for batteries. How is the future of metals tied to electric vehicles and peak oil demand?
Edi Saputra explores Indonesia's regasification facilities coming onstream.
Edi Saputra looks at south-East Asia's LNG boom
Giles Farrer describes the factors driving the industry trend for smaller scale LNG plants.
Nicholas Browne names the two biggest companies, who stand apart from the rest.
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