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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.
Gold is back in the spotlight, but the resurgent price highlights a challenge. Insufficient exploration spend has left gold reserves significantly depleted – but three factors could help to avert a fall in supply.
International gas and LNG prices have collapsed. For most of 2019, the global market has seen improving gas supply and intense supplier competition result in lower prices. What does this mean for Australia's east coast gas market?
As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.
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?
Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.
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.
APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.
Exploration is making money again. After a difficult few years, the sector's disciplined approach has begun to bear fruit. How evaluate the true cost of exploration?
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?
After a difficult few years, the global offshore upstream supply chain saw continued signs of recovery in 2018. Could 2019 mark a tipping point?
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.
Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?
Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.
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