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Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Rising electrification and policy pressure support demand, but growing renewable supply and techno-economic factors cap price growth
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
We dissect some key upstream issues that arose in 2025, but more importantly, assess the lasting impacts on 2026.
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Six key factors are making Nigeria the epicentre of operations for the continent’s indigenous oil & gas firms.
Exploring some of the key impacts of the Middle Eastern conflict on metals such as aluminium, copper, steel and iron ore
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
What do E&P firms need to know about Malaysia Petroleum Management’s release of new blocks and DROs?
Our latest Global Upstream Update was a special edition covering the sector’s reaction to high prices and disruption to production in the Middle East.
Fuel dependence is redrawing the global power landscape, exposing import-reliant markets to acute cost and reliability risks while insulating domestically resourced systems
Geopolitical disruption stalls emerging manufacturing hubs, tightening global solar supply chains and reversing cost deflation trends
Implications for balances, prices and regional premia
From natural gas production expectations to LNG production ramp-up and the impact of the Iran war on US LNG exports, the information you need as a trader.
Carbon, CCUS and the conflict?
Balancing near-term economic pressures with long-term growth, the energy transition presents a complex but ultimately positive trajectory for global prosperity
Key signals from CESCO Week on volatility, inputs and geopolitical risk.
What the closure of the Strait of Hormuz reveals about geopolitics, fuel choices, and metals markets.
The impact of the energy transition and data centre boom on prices for utility customers
Satellite data signals early commissioning activity at ECA Phase 1, with ramp-up pace likely pushing first LNG into Q3 2026.
Mining Weekly interview explores the structural drivers reshaping global copper demand.
Diverse supplier spend holds steady even as federal DEI policy shifts create uncertainty across the private sector
Europe’s utility-scale battery storage market is no longer a story about a handful of pioneering markets
Wood Mackenzie’s 2026 Hydrogen Conference brought together developers, financiers, policymakers and technology suppliers at a pivotal moment for the sector. Here is what investors need to know.
A mid-year review of carbon policy, markets and CCUS, assessing what has played out as expected, where momentum has stalled, and what to watch in the second half of 2026.
EV and battery markets hold firm amid geopolitical disruption, pointing to growing maturity and supply chain strength.
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