• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Opinion

  Batteries: powering the fight against climate change

  • 22 4月 2020

  Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

• Opinion

  European gas markets feel the pressure – but there are signs of recovery

  • 28 4月 2020

  As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

• Opinion

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

• Opinion

  Is green hydrogen metallurgical coal’s kryptonite?

  • 11 5月 2020

  With all carbon-intensive industries firmly in the crosshairs of international emission reduction targets, the steel industry has no choice but to investigate low or zero-carbon emission technologies. Enter green steel and green hydrogen – will this duo be the end for metallurgical coal and carbon-based steel production?

• Opinion

  Coronavirus puts more than a third of seaborne coal supply at risk

  • 06 5月 2020

  With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

• Opinion

  The outlook for renewable generation across Asia Pacific remains bright

  • 19 5月 2020

  Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

• Opinion

  Will coronavirus change the course of plastic circularity?

  • 20 5月 2020

  Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  PPE is giving the fibres industry some protection from coronavirus

  • 22 5月 2020

  While the fibres industry has seen significant demand destruction from coronavirus, not all sectors are struggling. Global demand for PPE has boomed, and many fibre and textile companies are pivoting to produce it. But this surge won't last forever.

• Opinion

  When will the global gas market recover from coronavirus?

  • 26 5月 2020

  The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 10月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

• Opinion

  How flexible packaging demand has given BOPP film a boost

  • 27 10月 2020

  Demand for biaxially oriented polypropylene (BOPP) has grown 3.5% per annum over the last five years. But what effect has a year of unprecedented change had on the outlook?

• 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.