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Insight

Pre-LME week 2021 Cross-commodity review

Ahead of LME Week 2021, Wood Mackenzie’s Metals and Mining Research team has produced a cross-commodity thematic commentary

Insight

Towards green steel: will the US steel industry rise to the challenge?

In the global race towards green steel, US steelmakers need to become more innovative, focusing on cost reduction and value-added products.

Commodity Market Report

Volatile wind output heading into summer: North America power and renewables short term outlook May 2019

Punctuating volatile wind output in May, there was nearly no wind generation anywhere east of the Rockies at times on May 4th.

Commodity Market Report

Will COVID-19 disrupt gas and power markets?: Midwest power and renewables February 2020 short-term outlook

COVID-19 itself has not yet directly impacted US power demand, as demand has stayed nearly the same compared to same time last year.

Commodity Market Report

Will COVID-19 disrupt gas and power markets?: WECC power and renewables February 2020 short-term outlook

COVID-19 itself has not yet directly impacted US power demand, as demand has stayed nearly the same compared to same time last year.

Commodity Market Report

Will high prices in ERCOT move the needle?: Midwest power markets short-term outlook H2 2019

ERCOT experienced prices skyrocketing to $9000/MWh and faced record electricity demand due to sustained high temperatures.

Insight

Coal indexation in LNG pricing: why it matters

Shell-Tokyo Gas contract includes coal indexation. A paradigm shift in LNG pricing likely as thermal coal is the lowest price fuel.

Commodity Market Report

Cold start to winter: North America Power and Renewables short term outlook November 2018

This winter is off to a colder than normal start with impacts to power markets, and average daily demand stronger over last year.

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