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Global solar operations and maintenance spend is on track for a fourfold increase by 2030 – but low margins could deter new market entrants.
Key themes to watch for the polyester chain, from growing overcapacity to prices, margins and supply chain woes – and the quest for greater sustainability.
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 recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
Clear and robust legislation is vital if the fragmented plastics economy is to find a sustainable pathway – the UN treaty on plastic pollution will play a central role.
There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.
Global economic volatility highlights the importance of managing supply chain risk. We identify three priorities for success.
Why investing in hydrogen remains a US$2 trillion investable opportunity to 2050
Which companies will find it easiest to tackle value chain emissions in metals and mining? We explore how companies’ portfolios impact their ability to reduce scope 3 emissions, and what to consider when making investment decisions in metals and mining; from the barriers to collaboration to assessing transition risk and reward within the supply chain.
As the global population burgeons and the average standard of living increases through mid-century, how will our fragile climate and, indeed, humanity deal with the billions of tonnes of carbon and other emissions we produce each year?
From Paris Agreement goals to the global stocktake, here’s what you need to know about COP28.
We are at an unprecedented point in time where the entire commodity petrochemicals industry is in a downturn. Where do we expect chemical margins to end up this year and what can producers do to tide through the downturn?
How much progress has been made against Paris Agreement goals – and how much of a course correction is needed?
We recently had the pleasure of hosting the Wood Mackenzie LME Forum 2023, where experts, analysts and guest speakers from the metals and mining industry gathered to discuss key market trends
Exploring alternatives to scrap, high-grade iron ores and current steel production routes
Biomethane, or Renewable Natural Gas (RNG), has been a catalyst for investments in recent years, with a marked increase in M&A deals. Oil and gas majors, in particular, are betting on biomethane as a key part of their integrated net zero solutions.
A shortage of critical components must be addressed to modernise and grow the US electricity network
In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.
Latest trends in financing and de-risking renewable energy projects
The future of polyolefin recycling hinges on innovations in waste management systems and a new kind of value chain.
Without action, a disorderly energy transition across Asia Pacific is looming.
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
As AI demand surges, it’s creating new challenges and opportunities in the energy sector. How can the grid keep up, and who stands to gain the most - customers or industry giants?
Opportunities as well as threats will be highlighted in 2024
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.
Our experts break down the most notable charts of the year so far across solar, storage, wind, hydrogen and power markets - and what they reveal about the future of the industry
Ed Crooks is joined by Shanu Mathe and Amy Myers Jaffe to explore ESG, and the new wave of support for the energy transition.
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