• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 8月 2024

  A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

• Opinion

  Can private value chains boost polyolefin recycling?

  • 02 8月 2024

  Major players are best placed to form partnerships across industries and bridge the yawning supply gap.

• Opinion

  Woodside acquires Tellurian and the Driftwood LNG project

  • 06 8月 2024

  Driftwood LNG adds a material pre-FID project into Woodside's portfolio.

• Opinion

  Takeaways from NARUC’s Summer Policy Summit: load growth uncertainties and no simple solutions

  • 07 8月 2024

  The recent summit in Florida explored themes such as load growth uncertainties, how industry players and utilities are powering data centers with clean energy, and the growing emphasis on supply-side solutions for large loads

• Opinion

  How real-time data and analytics inform trading decisions in major commodities

  • 08 8月 2024

  A demonstration of how Wood Mackenzie's Asset Connect product assessed the impacts of a power outage on the crude and refined products market.

• Opinion

  LFG-to-RNG: positive outlook and hidden potential

  • 09 8月 2024

  The renewable gas production (LFG-to-RNG) sector has been extremely active in the last two years with new project ramp-ups, blockbuster M&A deals and new players entering the market. That said, only 10% of resource potential is currently tapped.

• Opinion

  The roadmap to recycling polyolefins

  • 13 8月 2024

  The future of polyolefin recycling hinges on innovations in waste management systems and a new kind of value chain.

• Opinion

  The potential and opportunities in Guangdong LNG market

  • 15 8月 2024

  Guangdong is China’s largest gas-consuming province and LNG importer. And there’s still considerable room for growth. We use the newly developed China Regional Gas Model to study its gas market balance and LNG potential.

• Opinion

  The future of coal in the global energy sector

  • 20 8月 2024

  Despite resilient markets, instability presides over the future of coal as energy transition efforts accelerate and regulations tighten on emitters

• Opinion

  Challenges and opportunities for the steel value chain

  • 21 8月 2024

  During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.

• Opinion

  Global upstream update: UK fiscal woes, Major exploration and Latin American promise

  • 26 8月 2024

  From gas opportunities to supply-chain relationships and deepwater exploration, our global update covers key industry developments.

• Opinion

  Can CO2 utilisation drive increased carbon capture?

  • 28 8月 2024

  Carbon dioxide utilisation could bolster carbon capture economics, but there are major obstacles

• Opinion

  Grey area: can steel really go green?

  • 12 9月 2024

  A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

• Opinion

  What is driving elevated prices in PJM?

  • 12 9月 2024

  Hint: it's not the heat

• Opinion

  What a severe downside US post-election scenario could be for renewables

  • 17 9月 2024

  November’s US elections will have major implications across the power and renewables industry

• Opinion

  Stepping on the gas: the state of global methane policies and regulations

  • 19 9月 2024

  As the world struggles to reduce greenhouse gas (GHG) emissions, international attention has turned to methane.

• Opinion

  US seasonal outlook webinars: hot topics for PJM and SPP in Fall 2024

  • 24 9月 2024

  Record auction prices are causing a buzz for PJM, while data centres are driving heavy demand for SPP

• Opinion

  US seasonal outlook webinars: hot topics for MISO and SPP in Spring 2025

  • 21 3月 2025

  SPP focuses on transmission plans while MISO struggles to address reliability

• Opinion

  From digester to burner tip: navigating the fast-growing RNG industry

  • 01 10月 2024

  Biomethane, or Renewable Natural Gas (RNG), has been a catalyst for investments in recent years, with a marked increase in M&A deals. Oil and gas majors, in particular, are betting on biomethane as a key part of their integrated net zero solutions.

• Opinion

  eBook | Exploring the growth of RNG/Biomethane in North America

  • 03 10月 2024

  In recent years, demand has driven an interest in renewable natural gas (RNG), also known as biomethane. The process begins with the collection of biogas from different types of feedstock and converting this into biomethane.

• Opinion

  Direct lithium extraction: is the hype justified by the reality?

  • 01 10月 2024

  Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.

• Opinion

  Hydrogen offtake contracts: securing project outcomes

  • 04 10月 2024

  The global low-carbon hydrogen sector continues to hit new milestones, but only a fraction of announced capacity is being negotiated with offtakers, with the aim of advancing projects. Which developers are successfully attracting offtakers to secure project outcomes?

• Opinion

  Can CCUS momentum overcome headwinds to the industry?

  • 31 10月 2024

  We continue the conversation on CCUS following Wood Mackenzie’s 2024 Conference in Houston.

• Opinion

  New frontiers: order intake by Chinese wind turbine OEMs advanced beyond domestic dominance in H1 2024

  • 18 10月 2024

  As the global energy landscape continues to evolve, the wind energy sector is experiencing unprecedented transformation. Drawing from data from Wood Mackenzie’s rich Wind Services offering, our experts explored the causes and impacts of this pivotal shift in a recent webinar.

• Opinion

  Gastech 2024: Our top three takeaways

  • 22 10月 2024

  Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year? 

• Opinion

  What could further trade actions mean for the US solar supply chain?

  • 22 10月 2024

  Protectionism should help domestic manufacturing, but it could come at a cost for buyers. Our recent report leveraging our solar supply chain data explores the implications.

• Opinion

  Making the connection: the electric T&D supply chain challenge

  • 28 10月 2024

  A shortage of critical components must be addressed to modernise and grow the US electricity network

• Opinion

  Global upstream update: oil supply questions and portfolio resets

  • 31 10月 2024

  In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.

• Opinion

  Is the crude oil refining sector delivering on decarbonisation?

  • 06 11月 2024

  The refining industry ranks as the third largest contributor to global greenhouse gas (GHG) emissions from stationary sources, placing it at the centre of the energy transition and net zero efforts.

• Opinion

  Ebook | Unlocking renewable energy financing in emerging markets

  • 06 11月 2024

  Latest trends in financing and de-risking renewable energy projects