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In 2024, tangible opportunities, record-level tenders and strategic shifts in the supply chain set the stage for a rebound from the challenges faced in the previous year
With no quick fix to the oversupply situation, the ‘cobalt blues’ continues into 2024. But it's not all doom and gloom.
The mining industry could witness a significant divergence in strategies among major players in 2024.
The energy transition has sparked a new age of global competition for the lithium-ion battery market.
Politics and margins will disrupt both nickel and stainless supply this year.
The pace of capacity expansions on both the supply and demand side will be key for copper in 2024.
As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero
A discussion with Origami Solar and Wood Mackenzie
Synthetic e-fuels are part of a range of decarbonisation options being explored for the road, aviation and shipping transport sectors. Where’s the biggest potential? What challenges must be overcome?
Four key takeaways from a public sector perspective
Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts.
Project operations set to continue under veil of secrecy.
We explore the market trends and challenges affecting the long-term outlook
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
Next generation technology is opening up a new world of opportunities for this established energy resource
Electronic interference complicates maritime operations in the Strait of Hormuz and beyond
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
Evaluating Talos' high-impact find using Lens Subsurface and our new Prospect Valuation module
Chinese policy pivots and supply cuts mean developers will pay more to procure equipment from Q4 2025
Lower capture costs and enhanced decarbonisation incentives will be needed if carbon capture is to materially help decarbonise the global thermal power fleet
Exploring the drivers behind the electric T&D equipment shortage - and the path to restoring balance
We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.
Demand pressures, overcapacity and budget cuts mean the refining industry should brace for a challenging few years ahead
Strong supply growth means the industry must act now to tackle an ongoing lithium surplus
The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.
We are joined by Jenny Ahlen, Managing Director at the We Mean Business Coalition. Jenny directs the strategy, coordination, and execution of their net zero programs and campaigns; these include a focus on improving the way scope 3 emissions are approached.
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
We recently published a report exploring the factors set to drive and limit carbon capture, utilisation and storage (CCUS) deployment as a means of decarbonising global cement production. Fill out the form to access a series of key insights from this report, or read on for an introduction.
The outlook for the nickel market, particularly for use in batteries, is not as bullish as it once was - but demand is still buoyant in the Asia markets
Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.
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