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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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Investment barriers still to be tackled
The energy crisis is raising doubts about the pace the world can move towards net zero. Governments' more urgent priorities are to keep the lights on and economies ticking even if that means more fossil fuels.
Europe’s energy market is out of control. Current stratospheric prices for gas and power pose risks to economies and households. Minimising collateral damage to economies – not to mention, saving lives – depends on the energy industry, governments and consumers themselves all doing the right things
Hydrogen is central to achieving net zero and getting the world onto a 1.5 °C pathway. How will the energy crisis affect the global hydrogen trade?
Solar's plunging costs have made it the go-to technology to decarbonise the power sector. What innovations are coming to make it even more competitive? Could too much solar be a problem for power markets? And does green hydrogen offer a second wave of growth?
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply forecast and proprietary view of new pipeline infrastructure build to better understand takeaway availability at major gas producing basins. Both capacity and production forecasts are updated on a monthly basis. The monitor is also posted on the North America…
This joint report with American Clean Power highlights market dynamics impacting the US onshore and offshore wind industries. This Q3 2025 release includes Q2 2025 in review, plus a 5-year look-ahead outlining expected capacity buildout, costs, supply chain, policy, and investment.
The 2020 collapse in oil price hasn’t just killed tight oil’s growth, it smashed volumes down in the space of just a few months. The big question is whether it will ever return to a growth path.
Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.
Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.
In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.
We've seen a wave of new energy deals by the Majors. The spectre of peak oil demand and disruption from renewables and EVs has sparked a response – if you can’t beat them, join them. 2017 was the year Big Oil started to position for a low-carbon future.
We've had the best year for the oil and gas industry for some time: KPIs have turned positive. Brent looks set to end 2017 over US$60/bbl, up 40% from the summer lows.
A strong US Dollar means weak commodities. With the greenback at record highs, and commodities buoyant, is a reverse looming?
Tight oil has garnered all the plaudits in the last few months, but we can foresee in the not too distant future green field deep water projects giving tight oil a run for its money in competing for capital.
With the M&A market showing signs of life and the value of the M&A being done rising, the time is ripe for buyers in the upstream market.
How will a Ukraine peace agreement reshape global gas and LNG markets? Discover key scenarios and their far-reaching consequences for energy trade and prices.
Big Oil is rebalancing. Discover how strategy shifts, energy security and policy are reshaping oil, gas and low-carbon investment outlooks across the Atlantic.
As oil prices dip, energy giants turn to bold exploration strategies in frontier basins to unlock the next wave of low-cost, high-value discoveries.
Discover how oil companies are strategising to maintain their edge as the Permian Basin approaches peak production and what this means for the future of US energy leadership
Discover why US gas producers are poised for gains as Henry Hub prices surge, and what it means for Big Oil's investment strategies
US LNG is surging ahead - but is its rapid growth setting the stage for oversupply?
In an escalation of the trade dispute between China and the US, Beijing last week moved to tighten export controls for rare earths and other critical minerals.
US shale hits a turning point - oil output is stalling as prices fall short of sustaining growth. What does this mean for global markets?
Missile strikes and rising tensions between Israel and Iran are shaking global energy markets - discover what it means for oil, gas and power
The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?
A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.
Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation
Three large projects are making progress in the West. But is the pace of development fast enough?
CCUS has great potential, but economics, regulation, and politics create some complex problems to be solved
President Biden's state of the union speech focused on the future need for oil and the future of investment
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
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