• Opinion

  Direct lithium extraction: is the hype justified by the reality?

  • 01 十月 2024

  Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.

• Opinion

  The future of coal in the global energy sector

  • 20 八月 2024

  Despite resilient markets, instability presides over the future of coal as energy transition efforts accelerate and regulations tighten on emitters

• Opinion

  Offshore influence: redefining the competitive landscape

  • 19 八月 2024

  The corporate landscape of the subsea market has changed drastically over the last decade. A new wave of consolidation emerged in 2015, which forced operators to focus on two priorities – reducing costs and improving efficiency.

• Opinion

  Full steam ahead: the changing outlook for global marine fuels to 2050

  • 20 八月 2024

  Global maritime trade set to grow by more than 40% by mid-century.

• Opinion

  Challenges and opportunities for the steel value chain

  • 21 八月 2024

  During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.

• Opinion

  Global upstream update: UK fiscal woes, Major exploration and Latin American promise

  • 26 八月 2024

  From gas opportunities to supply-chain relationships and deepwater exploration, our global update covers key industry developments.

• Opinion

  The rise of AI means surging investment in electricity supply. What will that mean for customers?

  • 03 九月 2024

  As AI demand surges, it’s creating new challenges and opportunities in the energy sector. How can the grid keep up, and who stands to gain the most - customers or industry giants?

• Opinion

  Grey area: can steel really go green?

  • 12 九月 2024

  A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

• Opinion

  The competitive edge of China's electrolysers

  • 05 九月 2024

  In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs

• Opinion

  The roadmap to recycling polyolefins

  • 13 八月 2024

  The future of polyolefin recycling hinges on innovations in waste management systems and a new kind of value chain.

• Opinion

  The potential and opportunities in Guangdong LNG market

  • 15 八月 2024

  Guangdong is China’s largest gas-consuming province and LNG importer. And there’s still considerable room for growth. We use the newly developed China Regional Gas Model to study its gas market balance and LNG potential.

• Opinion

  How real-time data and analytics inform trading decisions in major commodities

  • 08 八月 2024

  A demonstration of how Wood Mackenzie's Asset Connect product assessed the impacts of a power outage on the crude and refined products market.

• Opinion

  LFG-to-RNG: positive outlook and hidden potential

  • 09 八月 2024

  The renewable gas production (LFG-to-RNG) sector has been extremely active in the last two years with new project ramp-ups, blockbuster M&A deals and new players entering the market. That said, only 10% of resource potential is currently tapped.

• Opinion

  Electric vehicle and battery supply chain: how a risked EV adoption puts 5 million sales at risk

  • 31 七月 2024

  In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification

• Opinion

  The LNG Majors' strategies in five key charts

  • 01 八月 2024

  LNG remains at the heart of the Majors’ growth strategies.

• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 八月 2024

  A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

• Opinion

  Can private value chains boost polyolefin recycling?

  • 02 八月 2024

  Major players are best placed to form partnerships across industries and bridge the yawning supply gap.

• Opinion

  How global trade can help build the clean energy economy

  • 23 七月 2024

  How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.

• Opinion

  2024 tight oil costs: the push and pull between efficiency and OFS rates

  • 24 七月 2024

  Are efficiency gains enough to offset price inflation?

• Opinion

  Climate transition plans: time for companies to take action

  • 24 七月 2024

  The need for a comprehensive and credible climate transition plan is growing – companies must take note.

• Opinion

  Are low profits to blame for the energy transition lagging?

  • 09 七月 2024

  Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?

• Opinion

  Can ExxonMobil make attractive returns from its US CCUS portfolio?

  • 21 六月 2024

  We analyse whether ExxonMobil's CCUS projects in the US can compete for capital in its portfolio

• Opinion

  Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

  • 27 六月 2024

  Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.

• Opinion

  CCUS: the US$196 billion investment opportunity

  • 26 六月 2024

  Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.

• Opinion

  Hydrogen costs in 2024: what you need to know

  • 01 七月 2024

  Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term

• Opinion

  Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

  • 28 六月 2024

  Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

• Opinion

  Our top takeaways from the Solar & Energy Storage Summit 2024

  • 01 七月 2024

  Analyst highlights from our annual conference

• Opinion

  Insights from the World Hydrogen Summit 2024

  • 05 六月 2024

  From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase

• Opinion

  There’s no transition without transmission. How can we make it easier to build?

  • 28 五月 2024

  Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

• Opinion

  How do integrated companies position themselves in the changing downstream landscape?

  • 05 六月 2024

  We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.