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Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?
Shell and TotalEnergies’ giant deepwater discoveries could be transformational.
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
The energy transition strategies of most NOCs lag the Majors. High prices and rising intergovernmental pressure create a golden opportunity to switch gears.
Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.
In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.
Impressive growth and market consolidation amid the top five US solar players could threaten Sunrun’s dominance in 2022.
To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.
Inspiring women from the world of upstream exploration provide actionable advice for any career stage.
“It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.
Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.
System prices remain high as supply chain constraints and policy uncertainties create a high-risk environment for US solar PV development.
Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.
There is concern that the metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs?
Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures
Demand for energy storage will expand nearly nine-fold over the next decade, supported by the rise of renewables.
The transition to heavy-duty vehicle electrification could be accelerating.
Highlights from Wood Mackenzie’s Power & Renewables Conference: Europe.
Highlights from our inaugural Low-Carbon Hydrogen Conference.
The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.
Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.
Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.
Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?
How dependent is the world on Russian coal exports? Can alternative suppliers easily take Russia’s place? And how will sanctions impact prices?
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
Shipments of equipment from Cambodia, Malaysia, Thailand and Vietnam have virtually stopped. Development activity has stalled for most of the industry. What are the impacts of the anticircumvention investigation on each segment of the industry?
The refining industry is under pressure to decarbonise. Low-carbon (green or blue) hydrogen could play an important and cost-effective role in helping refiners reduce their carbon footprint to help meet net zero carbon emissions targets in many countries.
Only certain types of plastic can be handled by existing mechanical processes. Could emerging technology such as feedstock recycling, chemical depolymerisation and solvent purification offer a solution?
Watch on demand as we answer your questions about how competitors can profitably seize the opportunities in the offshore wind sector, and determine what capabilities and competencies they need to improve their chances of success.
Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
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