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Explore the themes shaping the energy transition with our monthly thought leadership.
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Could Venezuelan production and refining capacity return to relevance?
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The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation
The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.
Wind and solar will attract the lion’s share of energy investment in Europe and continue to benefit from growing scale.
On the Interchange: Recharged, David is joined by Co-Founder and CEO of Energy Vault, Rob Piconi. He believes that the biggest step we need to take to decarbonise is solving our storage problems.
CAISO and SPP have led the development of western US regional power markets – how are they taking shape?
In 2022, record high prices forced many European and Asian companies to switch from gas to alternative cheaper fuels, or reduce output. The market will seek a new balance this year
The IRA has transformed the US from laggard to leader in energy transition policy – but greater clarity in some areas will be essential to prospective investors.
From energy security to Upstream 2.0, our Global Upstream Update explores some of the biggest issues facing the industry.
There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.
Capital discipline and carbon mitigation will be key elements of final investment decisions for upstream oil and gas projects this year
Europe needs gas, and Africa has plenty of it – but planned exports are fraught with risk
The oil and gas industry has proved its resilience in recent years – but wherever you look there are more costs and more risk. Can it rise to the sustainability challenge?
Wood Mackenzie teamed up with Let’s Share the Sun to boost a local community’s access to reliable and affordable power.
Investment tax credit (ITC) adders and loan market headwinds are shaking up the US residential solar financing landscape.
Gas-based feedstocks are the traditional investment driver for steam cracker investments, but with feedstock availability becoming more challenging the economics are under scrutiny.
Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.
Energy storage market dynamics are shaping the evolution of battery formats, components and production.
What’s driving the impressive growth of the gas sector in the Middle East?
The Majors have focused investment in nine areas of energy transition technology
Natural gas demand is on the rise in Latin America – the region will need to maximise its gas supply to counter production decline in some countries.
ADNOC has aggressive decarbonisation targets under a strategy that includes, somewhat counterintuitively, oil and gas growth and a renewed emphasis on licensing and exploration.
As investment into zero carbon technology ramps up around the world, Colombia has a range of opportunities to diversify.
Market activity is picking up for Petrobras – developments are moving forward quickly, while exploration remains slow.
The Inflation Reduction Act delivers a significant demand boost for US solar – but proposed domestic content guidelines pose a challenge for renewable developers.
'Business as usual’ is incompatible with net zero ambitions
According to a Reuters report, North Sea producer Harbour Energy is in talks with GoM-focused Talos Energy over a potential merger. Conslidation continues to drive upstream M&A as companies look to increase resilience and diversify portfolios.
The US, Canada and Latin America face different dilemmas in the drive to decarbonise
Investors are looking afresh at Africa’s advantaged barrels – but old problems persist.
Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.
Analysing the potential of Rosebank and Cambo fields as part of the UK’s development of oil and gas resources in the North Sea.
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