How uncertainty will define the oil market in 2021

• 28 1月 2021

Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

China-US relations, tech wars and climate change

• 26 1月 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Five trends that will cut global emissions in 2021

• 27 1月 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

Tough calls for the upstream supply chain in 2021

• 25 1月 2021

This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

Making sense of Asia’s sky-high spot LNG prices

• 20 1月 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

How far will upstream M&A activity rebound in 2021?

• 25 1月 2021

This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

Gas and LNG: why 2021 will be a defining year

• 14 1月 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Is the energy transition road paved with scrap metal?

• 07 1月 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Will 2021 be a record-breaking year for renewables auctions in Europe?

• 07 1月 2021

What does 2021 have in store for European power markets? We look at the mammoth 45 GW of capacity in the renewables auction pipeline, and four other key themes to watch, from the European Green Deal to the return of power demand.

Can the US offshore wind industry reach Biden’s 30 GW target?

• 03 8月 2021

State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

Catch, don’t release: the dawn of the CCS era

• 11 8月 2021

With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

Tracking the source of the single-use plastics crisis

• 03 8月 2021

Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.

COP26: how the energy and natural resources industries are responding to climate change challenges

• 04 8月 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

Climate change, DERs, and other updates from the grid edge in Q3

• 30 10月 2020

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

Electric vehicle infrastructure investment trends to watch

• 29 7月 2021

Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

Green or blue? The colour of Australia’s hydrogen money

• 20 7月 2021

The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?

Electrification: essential to decarbonisation but with major challenges ahead

• 20 7月 2021

The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

US community solar market faces a near-term peak

• 27 7月 2021

Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

The global electric vehicle race is heating up

• 11 8月 2021

Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

Carbon taxes: more carrot and a larger stick required?

• 28 7月 2021

Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

Taking on climate change: Navigating a path forward in the IRA era

• 22 4月 2024

The Inflation Reduction Act will spur investment and progress in clean energy over the next 10 years. In our new partnered report with CohnReznick we examine the tax incentives and opportunities available because of the IRA and what this means for the energy landscape.

Future Facing Commodities Forum 2024: your questions answered

• 15 4月 2024

Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

Distributed solar and storage: a beacon of security and hope

• 11 4月 2024

Wood Mackenzie continues to support improved energy access and energy security in Puerto Rico through our partnership with Let’s Share the Sun.

Can emissions taxes decarbonise the LNG industry?

• 11 4月 2024

The LNG industry is facing growing pressure to decarbonise. But this can't be achieved without major investment, pushing up the price of delivered LNG. Buyers have so far been reluctant to pay a premium for low-carbon volumes. Taxing LNG emissions could change this. Europe is leading the way, with the EU taxing the fuel emissions of LNG vessels from this year.  While an important first step, much more is required for the industry to decarbonise at scale.

Webinar | Carbon offsets: How to realise value in the net zero transition

• 06 6月 2024

Home energy storage booms in the US

• 15 4月 2024

Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

Four key issues GB electricity market reform must address

• 09 4月 2024

The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation

Ethylene: global carbon contributor

• 09 4月 2024

The ethylene industry is tackling emissions through a raft of new carbon-cutting measures. These bring promise, but also considerable challenges, as some regions face the fall-out of their carbon pricing policies