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A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.
Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?
There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.
What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?
Industry-leading US power market data and analytics
The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?
Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.
With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.
The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?
The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.
With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?
Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?
An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.
A look at our weather expectations for the upcoming summer.
Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?
Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?
As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?
Last month, Hunt Oil Company sold its 44,000 net acre position in the Midland Basin in the US to Vencer Energy. We drill into the details of the deal using Wood Mackenzie Lens Subsurface data.
With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.
Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
Gain clarity of the ferrous alloy industry with our in-depth market research on bulk steel alloys.
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