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Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
In this episode of The Big Chill podcast we discuss how the oil price crash and coronavirus are impacting Asian and European LNG markets, and the longer term impacts to global supply.
Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?
Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.
Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.
The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?
The financial pressure is rising for upstream borrowers, with some at risk of cuts to credit availability
Without a broader global recovery there can be no quick return to pre-crisis levels for many of China’s industrial manufacturers or their demand for energy.
Coronavirus has hit automotive sales and demand, and the plastics industry will feel the impact.
Like the electric vehicle market, charging deployment will take a hit from the pandemic.
Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.
Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?
Get the highlights of Wood Mackenzie's annual exploration survey, conducted just before the oil price crashed – and examine the stark contrast in plans and budgets pre- and post-pandemic.
Murray Douglas, Research Director for Europe Gas, explains why summer is crunch time and what’s challenging UK gas producers most.
China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).
Nigeria’s government, through the Department of Petroleum Resources (DPR), recently launched its first marginal field bid round in almost 20 years.
Capex cuts, deferred projects and new partnerships are a feature of the new industry landscape as chemicals companies adapt to the effects of Covid-19.
Renewables, including wind and solar, are a crucial part of the future energy mix – but a global recession could alter investor attitudes.
The great LNG pushback has started and US supply is out of money. What does this mean for Asian buyers?
Demand for nickel sulphate for EV batteries will accelerate past a 2020 slowdown. Can the industry keep pace?
Why flexibility and storage are key as Great Britain (GB), Germany, France, Italy and Spain transition to a Variable Renewable Energy System made up of wind and solar power
How US Gulf of Mexico companies have adjusted their budgets and production levels in response to the 2020 oil price crash
Hydrogen, particularly green hydrogen, plays a key role in the future energy mix, as the world's energy systems decarbonise.
Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.
The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.
Demand destruction and falling revenues leave some industry players at risk of financial distress.
The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”
Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.
Costs will continue to fall with technology and scaling - average global offshore wind generation cost will be halved by 2028 - but without a clear route-to-market that requires policy and financial support from governments, developers will be hesitant to invest in offshore wind.
Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.
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