Why Brent isn’t reacting to escalating geopolitical risk

• 08 February 2024

Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?

Cathode & Precursor Product Suite

Unmatched analysis of the entire cathode and precursor materials supply chain to help you make smarter, more informed decisions.

The US solar industry waits

• 13 December 2022

Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.

Is there more upside for oil prices in 2023?

• 13 April 2023

OPEC+ output cuts hasten market tightening

How will Covid-19 change corporate strategy?

• 01 June 2020

Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

Stepping on the gas: the state of global methane policies and regulations

• 19 September 2024

As the world struggles to reduce greenhouse gas (GHG) emissions, international attention has turned to methane.

China’s solar growth sends module prices plummeting

• 05 April 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

Webinar | Africa Upstream Outlook 2025

• 06 February 2025

Join our webinar on the 6th February as we discuss the outlook for Africa Upstream oil and gas

Four key issues GB electricity market reform must address

• 09 April 2024

The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation

Webinar | From molecules to electrons: Trump 2.0 and the impact on the energy transition

• 03 December 2024

The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy and natural resources sectors. This webinar mini-series dives into the heart of these changes, offering expert insights into how the outcomes could redefine the energy landscape. The mini-series consists of two webinars: molecules (oil, gas/LNG, carbon, hydrogen, and sustainable fuels) and electrons (renewable electricity, batteries, electrified transport, power markets and grid innovations).

Artificial intelligence and the future of energy

• 27 June 2024

Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

Oils & chemicals: 5 things to watch for in 2025

• 11 December 2024

Our view of the year ahead, including the impact of Trump's re-election on our oil price forecast, a look at refining margins, ethylene capacity and China's overcapacity affects downstream chemicals markets.

How do the Majors stack up in the Lower 48?

• 16 October 2018

The Major oil and gas companies have made big strategic bets on the US Lower 48's unconventional plays. The scale, returns and investment flexibility offered by tight oil and gas has made it an essential part of most major players’ portfolios. But how do the players compare to each other?

A new model for M&A in US oil

• 06 October 2020

Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

Can the world agree a deal to boost oil prices?

• 03 April 2020

As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

Oil price rout: which supply is most at risk of shut-in?

• 27 March 2020

The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

Polyethylene Terephthalate (PET) Packaging

Understand the commercial and strategic drivers of PET and Recycled PET supply and demand, price forecasts and leading market trends.