Lead Product Suite

Industry-leading research and analysis that gives you the complete picture across the entire lead supply chain.

Brent’s rally toward US$60/bbl – a false dawn?

• 10 10月 2017

Share price movements can be a good early indicator of changing fortunes. The oil and gas sector had a great month in September, jumping 8% and outperforming the broader global stock market by 6%. It’s more than just rotational buying.

Nickel Product Suite

Find clarity in the nickel industry with leading insights on supply-demand dynamics, project developments, costs of production, and future capacity requirements.

OPEC's surprise production cut

• 06 12月 2019

The OPEC+ group's flexible approach to managing the market is good for prices in the short term, but creates uncertainty beyond 2020. Get the latest analysis of today's OPEC announcement from Ed Crooks with Ann-Louise Hittle, head of macro oils.

OPEC‘s challenge in 2020: balancing an oversupplied oil market

• 03 12月 2019

Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

Putting Mozambique on the global LNG map

• 06 2月 2020

Preparing for Mozambique’s upcoming LNG boom Mozambique is an emerging leader in LNG: the country is expected to become the largest producer in sub-Saharan Africa (and the fourth largest in the world) by the mid-2020s when over 30 mmtpa of LNG comes onstream. Mozambique’s NOC ENH had a unique opportunity to develop its business and become an active player in the global LNG market, which is forecast to more than double in size by 2040.

Could the Majors take a fast-track route to lower emissions intensity?

• 05 12月 2019

A handful of assets account for almost a third of the Majors’ upstream carbon emissions – and that presents an opportunity for rapid progress against emissions targets.

Brazil, giant oil projects and the Majors

• 26 11月 2019

Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

What technology is winning the global energy storage race?

• 26 11月 2019

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.

The IEA’s outlook to 2040

• 15 11月 2019

The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

Electric vehicles: is workplace charging good for business?

• 07 11月 2019

The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.

The Majors have got bigger – but are they better?

• 29 10月 2019

Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.

Shipping fuels, crude oil markets and the environment

• 22 10月 2019

How will the new IMO 2020 regulations affect the demand for different crudes? Will the refining industry cope with the change specification? Who will be the winners and losers among producers and refiners? Latest analysis here.

Why women will shape the future of natural resources

• 25 9月 2019

Wood Mackenzie CEO Neal Anderson shares his views on the importance of gender diversity in the natural resources sector

Floating solar update: bigger projects and climbing capacity

• 19 9月 2019

Global floating solar demand is expected to grow by an average of 22 percent year-over-year from 2019 through 2024.

How to kick the hydrocarbon habit

• 10 9月 2019

Three steps to tackling climate change

Challenges in a growing LNG market

• 17 9月 2019

LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?

What factors could influence the pace of the energy transition?

• 29 8月 2019

The energy transition is well underway. But huge challenges still stand in the way of decarbonisation. What could influence the pace and scale of the transition? David Brown investigates.

How to thrive in the petrochemicals downturn

• 23 9月 2019

The petrochemicals industry has been enjoying boom conditions. But after several years of strong margin generation, storm clouds are gathering.

How can Big Oil stay investible through the energy transition?

• 28 8月 2019

The threat of climate change represents an existential challenge to the Majors. If they are to remain investible – five, ten years from now – all will need to transition to business models that are aligned with the goals of the Paris Agreement. Luke Parker, VP of Corporate Analysis, considers what that transition might look like.

Trading houses’ risk appetite create more evolved LNG market

• 20 8月 2019

The rising influence of four commodity trading houses is shaking up the global LNG market. Trafigura, Vitol, Glencore and Gunvor have played a part.

Electric vehicle range anxiety: what’s your limit?

• 19 8月 2019

Wood Mackenzie estimates that by 2020, 9.4 million EVs be on the road, with 7 million residential charging points. Can the EV revolution take range anxiety?

US government looks to chip in on EV charging infrastructure

• 05 8月 2019

The US Senate is allocating nearly $300 billion to America's Transportation Infrastructure Act (ATIA). Alternative fueling stations will benefit EV drivers.

Copper: Powering up the electric vehicle

• 13 8月 2019

We explore why copper is inseparable from the electric vehicle story and why we need more infrastructure investment as a catalyst for greater EV adoption.

Unlocking value from data: lessons from data-savvy industries

• 07 8月 2019

Financial services industries have been relying on consortiums for decades to get the most out of their data. What began as a way to streamline data now informs industry best practice.

Tight oil or deepwater: which is more valuable?

• 23 7月 2019

Deepwater and tight oil project economics are often presented differently. But what happens if we use the same investment metrics to evaluate both?

North America crude markets, the outlook for oil and the Russian gas route to market

• 30 7月 2019

Hot topics from our most popular reports: Permian cube development potential, a long-term outlook for oils and Russian gas infrastructure and production hotspots

EU moves to turn the tide on plastic waste

• 11 7月 2019

Are the EU’s new targets a drop in the ocean?

Optimising national mining policy for sustainable economic growth

• 02 7月 2019

Governing and regulating the metals and mining sector is becoming more complex. Governments need to balance an increasingly wide range of interests in order to maximise the long-term benefit of mineral resources. Learn how Wood Mackenzie can help.

Deepwater investment bounces back

• 25 6月 2019

Upstream investment is set to rise for the third year in a row following the 2016 low, albeit at a modest, single-digit rate. Learn more about the sources of growth.