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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?
“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.
When you’re thinking about project efficiency and financial returns in solar, you need to have a concise plan for the O&M stage.
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.
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.
The energy transition strategies of most NOCs lag the Majors. High prices and rising intergovernmental pressure create a golden opportunity to switch gears.
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
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.
Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?
The crisis in Ukraine is having a major impact on the global economy and markets. Read Wood Mackenzie's analysis of the impact on commodities, energy markets and the energy transition.
The gang are taking a break this week. Instead of a new episode we’re rebroadcasting our special edition live episode where the team discusses the top 5 energy-related stories of 2021.
The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?
Ed Crooks is joined by Emily Chasan and Joshua Rhodes to discuss the Texas Blackouts and how to avoid it happening again, the situation in Eastern Europe and how the current conflict affects the net-zero pledges made at COP26.
Ed Crooks is joined by Shanu Mathe and Amy Myers Jaffe to explore ESG, and the new wave of support for the energy transition.
Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?
Key themes to watch for the polyester chain, from growing overcapacity to prices, margins and supply chain woes – and the quest for greater sustainability.
Could geothermal help solve the world's energy crisis. and does Quaise's new technology mean we can access geothermal energy in most places on the globe?
CCS has to be made to work – capturing and storing CO2 accounts for 20% of the emissions reduction needed to achieve global net zero by 2050.
CCUS and hydrogen are energy transition hot topics – but will they live up to their huge potential? The picture will get clearer this year.
Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.
Global solar operations and maintenance spend is on track for a fourfold increase by 2030 – but low margins could deter new market entrants.
Policymakers cash in, consumers pay out and asset owners look to balance risk with reward as offshore wind power market trends flip.
Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.
The gang explores where investors are putting their money, the state of the economy and the impact of the IRA on investment into power and renewables
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.
We hosted our EMEA Global Energy and Natural Resources Summit in London last week. Here are some of the big themes debated on the stage.
Ed Crooks is joined by Samantha Gross from the Brookings Institution and Joseph Majkut from the Center for Strategic and International Studies to discuss COP27, the Kigali Amendment and the latest on European leaders calling for a price cap on Russian oil.
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