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Emissions in energy-intensive industries are no longer just a compliance or ESG issue but a key commercial decision variable for firms.
With LNG supply from the Middle East at risk, buyers will need to build LNG portfolios that can withstand supply disruptions.
Textile and apparel reuse strategies will play a role in cutting greenhouse gas emissions – how will that impact virgin fibre demand?
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
2019 marked a transition year from the recent highs for the global olefins industry, and 2020 has all the hallmarks of a year of major developments. Overcapacity is set to result in monumental changes in the market balance – and we expect to see these dynamics manifest at rapid pace this year.
What does 2020 have in store for oil markets? Expect turbulence as a host of factors come together: geopolitical risks persist, the hotly-anticipated IMO 2020 marine sulphur fuel regulations take effect, and US tight oil production growth is expected to slow.
After a challenging 2019, what’s ahead for the polyester chain? Overcapacity has been a recurring theme for feedstocks over the past year, while the fallout from the US-China trade war and geopolitical risks around the world added pressure – but the outlook for 2020 isn’t all doom and gloom.
What does the changing sentiment towards fossil fuels mean for investors, explorers and producers? We asked our experts in petroleum economics how tax regime changes could be employed by governments under pressure to decarbonise.
No other power-generation technology matched solar’s pace of cost reduction this past decade. The game will change again in the 2020s.
The Wood Mackenzie Future Facing Mined Commodities Forum included sessions on battery material demand, investment in energy transition metals, the drive for greener metals and more.
The oil and gas industry faces a cautious yet ambitious 2025
As 2019 draws to a close, we look at the trends that jolted the industry over the past year.
The expedited ban has significant implications for the whole industry, with a particular supply challenge for Chinese nickel pig iron (NPI) production – and an opportunity for Indonesia to catch up.
While Greater Europe is dropping down the rankings, China is poised for meteoric ethylene capacity expansion in the next five years.
The rise of renewables and dispatchable demand is putting power markets to the test. A redesign is vital.
The combustion benefits of gas versus oil and coal are clear, and using LNG has improved air quality in China, South Korea and India. This episode of The Big Chill podcast asks: can LNG get greener?
Wind and solar energy have caught investors’ attention over the last decade. So how much capital is likely to be deployed going forward, and where will it come from? And what role will this spend play in the energy transition?
Refiners are increasingly turning to chemicals production. But how much value does integration add? We take a closer look at the recent acquisition of Wuhan refinery by SK-Global Chemical and Sinopec to better understand the economics.
In 2019, annual average global oil demand will exceed 100 million barrels per day (b/d). Alan Gelder reflects on the past, present and future of the global oil industry as it struggles to halt climate change.
Battery raw materials could face supply crunch by mid-2020s. What does the long-term outlook for battery raw materials mean for electric vehicle penetration, the metals supply chain and those who invest in it?
When will the oil majors divest their existing assets and for what price?
The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?
The IMO 2020 regulations could have a far-reaching impact beyond just the shipping and refining sectors. We explore how it could affect steel and the electric vehicle battery industry.
Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.
The Supermajor ExxonMobil and Chevron plan to sell US$15 billion of assets in its rationalisation programme. But is this ambitious enough? Get our analysis of the assets up for grabs.
Sustained oil demand growth provides an opportunity for the refining sector. But is the refining sector being overly optimistic about the scale of the opportunity? And is it over-investing in total crude capacity? Get the latest analysis from Alan Gelder.
The International Maritime Organisation’s (IMO) major change limiting the airborne sulphur dioxide emissions from international shipping is now less than a year away. What impact can we predict with certainty, and what remains unknown?
Polyester is hugely cost-effective and it’s not easy to replicate its economies of scale. Are there more sustainable alternatives?
Flexible packaging... once thought of as an answer to a growing waste problem, it has now become the problem. Flexible packaging expert Simon King looks at a holistic solution.
What if the current period is the calm before the storm for the nylon industry? Quentin de Carvalho looks at the 5 key issues for the industry to focus on in 2019.
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