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Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?
The president wants to support renewables and EVs, while having little immediate impact on oil and gas
With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
Gain essential insight into supply/demand, capacity developments and price forecasts to understand today’s markets and tomorrow’s trends.
Like many emerging low-carbon technologies, DAC is expensive today (and tiny, under 0.05 Mtpa capacity worldwide) but could become a big deal in time.
A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.
Explore Shell's downgraded Namibian oil discoveries in the Orange Basin and the challenges of deepwater exploration. Learn about Namibia's subsurface potential, exploration risks and future prospects for deepwater oil production.
Would a merger of Big Oil with Big Mining make sense?
“Personnel is policy” is what they say in Washington, and President-elect Donald Trump’s first two nominations for senior energy roles in his administration send a clear signal about the policies he hopes to pursue.
Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.
We recently had the pleasure of hosting the Wood Mackenzie LME Forum 2023, where experts, analysts and guest speakers from the metals and mining industry gathered to discuss key market trends
IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?
Several clean energy companies have had a rough ride on the stock market in recent weeks. What’s happening, and where is the industry headed?
Global efforts in recycling plastic have significantly impacted decarbonisation targets, but how can the energy industry develop more pathways to streamline the process?
This week's Edge asks, should IOCs invest more in upstream?
Carbon dioxide utilisation could bolster carbon capture economics, but there are major obstacles
Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.
The energy crisis is raising doubts about the pace the world can move towards net zero. Governments' more urgent priorities are to keep the lights on and economies ticking even if that means more fossil fuels.
Join our webinar on the 6th February as we discuss the outlook for Africa Upstream oil and gas
Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.
From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.
A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.
Inspiring women from the world of upstream exploration provide actionable advice for any career stage.
Batteries are going to play a big part in achieving net-zero ambitions. Once batteries are cheap enough and deliver sufficient range, they open the door for EVs to disrupt the ICE market. When will battery costs fall enough for EVs to compete head on? And is there enough supply of key battery metals to meet the higher demand?
The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.
We analysed a scenario which studied the impact of drivers that could accelerate sustainability initiatives on polymer demand compared to Wood Mackenzie’s base case long-term outlook using our proprietary Materials Application Platform.
After a contentious campaign, Andrés Manuel López Obrador has won the presidency. Now, the energy industry is trying to determine the incoming administration’s strategic priorities and the implications for Mexico’s energy reforms and its upstream, downstream, gas and power markets.
Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?
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