• Opinion

  US Lower 48: 4 things to look for in 2024

  • 10 1月 2024

  Four themes in the US unconventional space to watch out for in the coming year, including consolidation momentum, efficiency gains and supply headwinds.

• Opinion

  Investors exert their influence over the energy transition

  • 11 6月 2021

  Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

• Opinion

  Asia-Pacific upstream: 5 things to look for in 2025

  • 07 1月 2025

  Will Asia Pacific's recent hot streak in attracting renewed interest from the Majors and other IOCs continue in 2025?

• Opinion

  Energy transition outlook: Middle East

  • 18 2月 2025

  Energy transition progress slows in our latest update – but uncertainty around pace and duration pushes the Middle East to prioritise resiliency.

• Opinion

  Are NOCs rising to the energy transition challenge?

  • 26 4月 2023

  National oil companies are still lagging the Majors on the decarbonisation journey – but a raft of incentives mean the pace is picking up.

• Opinion

  Could energy recovery solve the mounting problem of global waste?

  • 01 5月 2023

  With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.

• Opinion

  What’s shaping CCUS project costs?

  • 02 5月 2023

  A better understanding of carbon capture, utilisation and storage (CCUS) costs is needed before the technology can become a commercial reality on a truly global scale.

• Opinion

  Future-facing commodities: your questions answered

  • 04 5月 2023

  Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.

• Opinion

  Goldwind captures the top spot for global wind turbine supply

  • 09 5月 2023

  Three different OEMs realised double-digit GW installations in 2022, despite multiple supply chain complications

• Opinion

  Wind turbine technology evolution is diverging quickly between China and the rest of the world

  • 07 2月 2024

  Western OEMs reduce the pace of NPI and focus on product standardisation while Chinese peers continue the frenetic pace of new turbine introduction

• Opinion

  Carbon offsets: key considerations for corporates

  • 09 2月 2024

  There are promising opportunities for those hoping to compensate for corporate carbon footprints, but companies must strive to maintain quality to earn the market’s trust

• Opinion

  Not made in China: the US$6 trillion cost of shifting the world’s clean-tech manufacturing hub

  • 12 2月 2024

  How can we balance the increased cost of diversifying energy transition critical supply chains against the economic and strategic risk of being wholly reliant on China? Pragmatically, how can the world’s biggest economies work together to achieve a successful energy transition?

• Opinion

  Can Spanish renewables avoid becoming a victim of their own success?

  • 09 11月 2023

  Demand loss is increasing price cannibalisation and curtailment risk, but asset owners are adapting

• Opinion

  The challenges and opportunities in Europe’s oil & gas, CCUS and hydrogen sectors

  • 10 11月 2023

  To accelerate Europe’s energy transition, investors need to leverage opportunities to diversify the region’s energy mix.

• Opinion

  How will China’s expansion affect global solar module supply chains?

  • 13 11月 2023

  Starting in 2024, China will dominate the solar module supply chain with over 80% global capacity, driven by significantly lower costs of modules compared to Europe and the US

• Opinion

  Why are US distributed solar customer acquisition costs still on the rise?

  • 15 11月 2023

  Installers grow weary of investing further in marketing strategies amidst a residential market slowdown

• Opinion

  NYISO Central East Interface set to nearly double transfer limit

  • 16 11月 2023

  How should this news affect your winter trading decisions and congestion expectations?

• Opinion

  Supply shortages and an inflexible market give rise to high power transformer lead times

  • 02 4月 2024

  Transformers are a key component in large-scale renewables projects. However, high lead times and rising manufacturing costs are at risk of causing expensive project delays and preventing power plants from being brought online

• Opinion

  Brazilian Day of Forgiveness allows power plant developers to withdraw from existing contracts without penalties

  • 23 11月 2023

  In 2023, the publication of Normative Resolution 1,065 (also known as the “Day of Forgiveness”) allowed power plant developers to withdraw from existing contracts without penalties, primarily impacting renewable assets

• Opinion

  What could COP28 mean for Article 6?

  • 27 11月 2023

  Decisions made in Dubai could pave the way to a truly global carbon offset market.

• Opinion

  What does Milei mean for oil and gas in Argentina?

  • 29 11月 2023

  Argentina’s new president is committed to privatisation and deregulation, but first inflation must be tamed.

• Opinion

  US solar to end the year with 55% more capacity than 2022

  • 07 12月 2023

  Supply chain constraints have alleviated, sparking the largest year of solar installations in the US by far.

• Opinion

  Global solar forecast gets an upgrade

  • 11 12月 2023

  Our latest quarterly global solar PV forecast has seen a 5% upgrade, projecting over 3 TWdc of new solar PV installations between 2023 and 2032

• Opinion

  Which installers and battery vendors top the US distributed solar-plus-storage leaderboard?

  • 12 12月 2023

  As solar-plus-storage gathers momentum, a new leaderboard tracks the competitive landscape.

• Opinion

  Size matters: which International E&Ps are best positioned to ride out industry consolidation?

  • 18 12月 2023

  We analyse 16 of the largest international operators to assess their resilience and sustainability

• Opinion

  COP28 takeaways: why collaboration matters now more than ever

  • 19 12月 2023

  At this year’s COP28, Edinburgh Science and Wood Mackenzie’s discussion ‘Delivering on the promise of climate finance at last’ tackled the importance of climate finance, the role of international collaboration in addressing climate change, and the need to mobilise investments in emerging markets to drive sustainable solutions

• Opinion

  ADNOC acquires 10.1% stake in CCUS player Storegga

  • 19 1月 2024

  ADNOC has taken a 10.1% stake in UK-based CCUS player Storegga. The transaction represents ADNOC’s first international equity investment in carbon management and supports its long-term strategy for the transition.

• Opinion

  The future of automotive industry polymer demand

  • 16 1月 2024

  What does the rapid evolution in vehicles’ material composition mean for plastics?

• Opinion

  Looking back at a year of European power: 2023 in review

  • 16 1月 2024

  In 2023, Europe's power market stabilized with a milder winter and successful demand reduction measures, while geopolitical events and gas supply restructuring influenced dynamics. Decreased power demand, a drop in commodity prices, and increased renewables contributed to a more resilient market, though challenges persisted with low and negative power prices during abnormal weather periods.

• Opinion

  Gastech 2023 leadership roundtable post event reports

  • 29 1月 2024

  Download the Gastech Leadership Roundtable post event reports