Golden Pass LNG project delay to impact global gas markets with removal of new supply, according to Wood Mackenzie

• 02 8月 2024

The new six-month delay to the Golden Pass LNG Terminal LLC planned start-up in Texas will remove a fair amount of new supply from the market in a period of intense growth, shifting the surge from 2026 to 2027 and impacting both the global and North American gas markets, according to analysis from Wood Mackenzie.

Unlocking the potential of white hydrogen

• 25 7月 2024

Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

2024 tight oil costs: the push and pull between efficiency and OFS rates

• 24 7月 2024

Are efficiency gains enough to offset price inflation?

Climate transition plans: time for companies to take action

• 24 7月 2024

The need for a comprehensive and credible climate transition plan is growing – companies must take note.

How global trade can help build the clean energy economy

• 23 7月 2024

How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.

Is it time for a global climate bank?

• 18 7月 2024

Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.

Are low profits to blame for the energy transition lagging?

• 09 7月 2024

Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?

Can ExxonMobil make attractive returns from its US CCUS portfolio?

• 21 6月 2024

We analyse whether ExxonMobil's CCUS projects in the US can compete for capital in its portfolio

A window opens for OPEC+ oil

• 20 6月 2024

Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

• 27 6月 2024

Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.

CCUS: the US$196 billion investment opportunity

• 26 6月 2024

Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.

Artificial intelligence and the future of energy

• 27 6月 2024

Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

Our top takeaways from the Solar & Energy Storage Summit 2024

• 01 7月 2024

Analyst highlights from our annual conference

Hydrogen costs in 2024: what you need to know

• 01 7月 2024

Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term

Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

• 28 6月 2024

Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

Insights from the World Hydrogen Summit 2024

• 05 6月 2024

From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase

The coming low carbon energy system disruptors

• 30 5月 2024

Momentum towards the 1.5˚C goal of the Paris Agreement may be faltering but while the pursuit of net zero is slowing, it won’t stop. Multiple low carbon technologies will be needed at scale to achieve a 2˚C or lower pathway to complement those such as renewables already on the front line of decarbonisation.

There’s no transition without transmission. How can we make it easier to build?

• 28 5月 2024

Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

How do integrated companies position themselves in the changing downstream landscape?

• 05 6月 2024

We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.

Batteries: frequently asked questions

• 04 6月 2024

An introduction to batteries, from technical specifications to battery raw materials.

Breaking down the barriers to grid innovation

• 31 5月 2024

When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.

Can capitalism save the planet?

• 11 6月 2024

Can capitalism save the planet? Join Ed Crooks, Melissa Lott and Joseph Majkut as they debate the role of private investment in tackling climate change. Discover contrasting perspectives in "The Price Is Wrong" and "Climate Capitalism."

What will define LNG’s three phases of market growth?

• 06 6月 2024

Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

OPEC+ plans to boost oil production

• 07 6月 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Going underground: reinventing resilience

• 17 6月 2024

Our new partnered report with S&C Electric Company explores how investment in innovative technologies can help the US modernize its electric grid infrastructure for long-term resilience.

Wood Mackenzie names new leader for Consulting

• 28 5月 2024

Wood Mackenzie, a portfolio company of Veritas Capital, has appointed Matthijs (Thijs) van Koppen to its global executive leadership team as EVP, Head of Consulting.

The energy transition in the upstream oil & gas sector: a reality check?

• 05 6月 2024

Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.

The industry-leading bulk metals research suite for miners

• 20 7月 2023

Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

Google’s demanding goals for decarbonisation

• 16 5月 2024

Which global steam crackers are at most risk of closure?

• 16 5月 2024

With ethylene producers facing multiple headwinds, we benchmark facilities to see which plants are under threat