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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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A look at the global economic impacts of new US trade measures.
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In this video, we’ll explore key emission trends across Africa, why understanding upstream emissions is critical, and how the Lens platform can help analyse Scope 1 and Scope 2 emissions effectively.
Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.
It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.
Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.
At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.
The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.
In the first half of 2021 upstream M&A deal activity recovered to 2019 levels and more than doubled in comparison to the low point in the first half of 2020.
Solar's flexibility, cost-competitiveness, job creation and momentum are key reasons it should be a focus of COP26 negotiations.
A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.
Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.
Eni is growing its level of investment in UK Dogger Bank, the world’s largest offshore wind farm, currently under construction. We discuss Eni's growth strategy in offshore wind using Lens Power Valuations.
Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.
Offshore investment activity is ramping up in Norway, and its upstream supply chain faces distinct pinch points.
Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?
Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports
Can alternative fuels set the global maritime trade on a course for net zero?
Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?
Constraints including investor expectations and equipment shortages mean growth has been steady, not rapid.
What is driving the huge deepwater growth, and what are the challenges for the sector?
Reviewing scope 1, 2 and 3 emissions for oil and gas fields around the world.
Companies along the value chain must be proactive in response to the prospect of a carbon offset crude market.
Building out renewables is central to Japan's decarbonisation goals.
Balancing climate goals with demands for cheap energy is not easy. The administration is under attack for favoring increased US oil supply
Grids are already struggling to cope with the intermittency of wind and solar.
Annual capital expenditures on solar projects will almost double to US$72 billion by 2033 – but the 'solar coaster’ ride isn’t over yet.
The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
What are the key factors involved in deciding between PPA, BTA or self-build?
Expanding Horizons: ADNOC's recent gas industry ventures and global ambitions.
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