• Opinion

  Three reasons why Europe is set to lose the energy storage race

  • 09 11月 2020

  Why doesn't Europe’s energy storage capacity match its renewables ambitions? And what lessons can it learn from leading markets?

• Opinion

  Can the polyester industry recover from Covid-19’s shockwaves?

  • 10 11月 2020

  Volume loss, overcapacity and margin squeeze have taken a toll – but there are bright spots for the polyester industry.

• Opinion

  From proposal to execution: 5 challenges on the path to net zero

  • 24 11月 2020

  The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?

• Opinion

  Can chemical recycling make plastic more sustainable?

  • 16 11月 2020

  In this insight, Wood Mackenzie explores the development of chemical recycling and how it can dramatically cut the levels of plastic sent to landfill or incineration, or leaked into the natural environment.

• Opinion

  Can the UK lead the world in carbon capture, utilisation and storage?

  • 24 11月 2020

  Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.

• Opinion

  Henry Hub prices have gone global

  • 24 11月 2020

  Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

• Opinion

  Microgrid finance 2020: The emergence of the 'Energy as a Service' business model

  • 24 11月 2020

  In news articles, press releases, and industry presentations, 'Energy as a Service' is highlighted as a new business model driving microgrid deployment in the United States. Examples include leading developers and suppliers including Schneider Electric, Enchanted Rock, Siemens and others.

• Opinion

  North Sea Financial Flexibility Index: surviving – and thriving – in a volatile environment

  • 27 11月 2020

  With price volatility in the oil and gas industry looking increasingly endemic, financial flexibility is more crucial than ever. Wood Mackenzie has created its inaugural North Sea Financial Flexibility Index (FFI) to determine which companies are best placed to survive – and thrive – in the North Sea.

• Opinion

  Africa: How to survive in a low oil-price environment

  • 18 11月 2020

  Gail Anderson, Research Director, Sub-Saharan Africa Upstream Oil and Gas, presented at NAPE looking at advantaged barrels – looking at the Nigeria producers’ exposure to oil vs gas assets and oil price volatility, and the drivers for M&A.

• Opinion

  Six trends that will shape the polyester industry to 2030

  • 09 12月 2020

  The polyester chain will undergo profound changes in a post-coronavirus world. What are the six big trends to watch out for?

• Opinion

  How the delayed Olympic Games disrupts Japan’s recycled fibre sector

  • 21 12月 2020

  The Tokyo Olympics could be a game-changer for sustainable textiles – but some momentum has been lost.

• Opinion

  Nuclear – the cleanest dirty word

  • 10 12月 2020

  The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?

• Opinion

  Is net zero oil and gas production possible?

  • 05 1月 2021

  The UK’s offshore oil and gas industry has committed to cutting operational emissions in half by 2030 and achieving net zero production by 2050. Operators have taken significant steps towards decarbonisation – but achieving these goals will take leaps forward in technology, policy and investment.

• Opinion

  Could oil Majors and Independents generate record free cash flow this year?

  • 25 2月 2021

  IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  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.

• Opinion

  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.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  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.”

• Opinion

  What a 40-year-old shale well can tell us about the future of the Lower 48

  • 22 3月 2021

  Forty years ago Mitchell Energy filed a permit for the C.W. Slay 1 well, kick-starting a Barnett Shale programme that would forever change the face of US upstream operations. What lessons can the well that commercialised shale provide for the sector's future?

• Opinion

  Offshore wind: long-term promise after short-term decline

  • 04 2月 2021

  Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  How will the EU plastics levy change the flexible packaging market?

  • 08 2月 2021

  The EU is getting tougher on non-recycled plastic packaging waste. Will the new plastics levy lead to more sustainable solutions? And could the flexible packaging sector lose its relative cost advantage?

• Opinion

  How Big Oil is set to transform the offshore wind sector

  • 05 4月 2021

  The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

• Opinion

  What do Japan’s soaring spot power prices mean for the energy transition?

  • 08 2月 2021

  Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  Would a hard Brexit mean hard times for the UK offshore wind industry?

  • 05 3月 2019

  How likely is a no-deal Brexit and what would it mean for the UK offshore wind power industry? Get the latest analysis from our offshore wind team.

• Opinion

  There's light at the end of the tunnel for refiners

  • 31 1月 2019

  The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?

• Opinion

  5 signs of recovery in Asia Pacific upstream oil and gas

  • 25 1月 2019

  Will Asia Pacific's upstream sector finally emerge from the downturn in 2019? Angus Rodger and the APAC upstream oil and gas team look at 5 signs of recovery.

• Opinion

  Can PTA producers survive plummeting polyester demand?

  • 28 7月 2020

  The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.