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The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?
Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.
What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?
The smelter was commissioned in 2001. With the permanent closure of the Søderberg lines in 2004, Qingtongxia became an exclusively prebake operation. It is majority owned by CPI. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note…
The smelter initially planned four lines, but by 2013, only two were complete. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note giving you a holistic view of the asset, including an operational overview through to a timeline of…
In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?
This white paper provides insight into one of the world’s largest inverter/ESS manufacturers' (Sungrow) industry-leading cyber security platform through an analysis of both technical features as well as internal/external safeguarding process implementation.
An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.
China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 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?
Shell and Nigeria go back a long way – but net zero plans are leading to a clean break from Niger Delta JV assets.
The Chemicals and Polymers Conference discussed base chemical and polymer markets, emerging technologies, and discussions on the hot topics facing the industry.
Global energy storage deployments will almost triple year-on-year, nearing the 1TWh mark by 2030. What are the drivers of energy storage across the world?
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
From ambitious renewables targets to accelerated coal phase-out and a power market overhaul, Germany's new new governing coalition looks intent on reinvigorating the Energiewende.
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in the year ahead? Which risk factors are top of our watchlist? Read ‘Oil markets: 5 things to look for in 2022’ to find out.
Global solar operations and maintenance spend is on track for a fourfold increase by 2030 – but low margins could deter new market entrants.
Key themes to watch for the polyester chain, from growing overcapacity to prices, margins and supply chain woes – and the quest for greater sustainability.
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
The energy transition strategies of most NOCs lag the Majors. High prices and rising intergovernmental pressure create a golden opportunity to switch gears.
Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.
The transition to heavy-duty vehicle electrification could be accelerating.
Highlights from Wood Mackenzie’s Power & Renewables Conference: Europe.
The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.
Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
Shipments of equipment from Cambodia, Malaysia, Thailand and Vietnam have virtually stopped. Development activity has stalled for most of the industry. What are the impacts of the anticircumvention investigation on each segment of the industry?
Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
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