Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

Commenting after Chesapeake announced plans to buy Vine Energy in a cash-and-stock deal which values the Blackstone Group-controlled E&P at around US$2.2 billion, analysts from natural resources consultancy Wood Mackenzie said:  “We were confident 2021 would be a big year for Haynesville consolidation.“This deal really picks up the pace after Southwestern Energy/Indigo just tw...Read More

For details on how your data is used and stored, see our Privacy Notice.Once the deal closes, Chevron will be the second-largest producing major in 2019 terms. It was fourth.The acquisition makes the Majors' peer group much more polarised. ExxonMobil, Chevron, Shell and BP are now in a league of their own. The deal plays to Chevron's strengths, which are tight oil and LNG. On top of this, it diver...Read More

For details on how your data is used and stored, see our Privacy Notice.Wood Mackenzie, in partnership with WisdomTree, has launched an exchange traded fund (ETF) providing investors with exposure to the growth in the demand for, and the usage of, energy storage technologies, and in particular batteries.The fund tracks the WisdomTree Battery Solutions Index. The index stock selection is informed b...Read More

Fuelled by public policy and declining battery costs, global electric bus adoption is set to triple by 2025. The Chinese market - the most promising in this sector - will surpass the 1 million e-bus mark by 2023 and reach 1.3 million by 2025, according to new research from Wood Mackenzie.China dominates the heavy-duty electric vehicle (EV) segment, accounting for 98% of the global e-bus market thr...Read More

This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More

We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More

For details on how your data is used and stored, see our Privacy Notice.Copper is a cornerstone of the EV revolution.At the heart of the electric vehicle, copper is used throughout because of its high electrical conductivity, durability and malleability. And even more is used in charging stations and in supporting electrical grid infrastructure.We explore why copper is inseparable from the EV stor...Read More

For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More

For details on how your data is used and stored, see our Privacy Notice. Throughout 2021, I have been quite vociferous in my view that prices for copper (along with several other mined commodities) do not reflect fundamentals – the dynamics of supply, demand, stocks, costs and their empirically-observed relationships. My 35-year career following and opining on markets is grounded i...Read More

The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More

What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More

For details on how your data is used and stored, see our Privacy Notice.Make smarter equity portfolio investments with bottom-up analysis and daily natural gas production estimates for leading producers.Download our product summaryAccess analysis of daily throughput estimates for pipelines, gas gathering systems and processing plants of midstream companies to guide your trading decisions.Download...Read More

For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More

For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More

For details on how your data is used and stored, see our Privacy Notice.CESCO Week, one of the mining industry's premier annual gatherings, is held every April in Santiago, Chile. Organised by the Center for Copper and Mining Studies (CESCO), this event brings together global mining executives, investors, government officials, and experts to discuss key market trends, challenges, and opportunities...Read More

My wife and I just finished season 1 of Landman on Paramount+. The show stars Billy Bob Thornton as a hard-nosed oil executive in West Texas.It's well worth watching, as long as you don't mind graphic content.Despite its cruder moments, the show is entertaining. Plus, it's rare to see the oil business portrayed in a major TV show, let alone in a balanced manner.Source: Cowgirl MagazineThe show sat...Read More

For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More

Growing US crude production – particularly in the midcontinent and Rockies regions – is upending traditional Gulf Coast pipeline routes.The result? An unprecedented great American oil pipeline build-out. The shale revolution has led to burgeoning pipeline takeaway access from the Permian basin. Last month, we discussed three reasons why the Permian’s future pipeline capacity won&...Read More

What does tight oil have in common with Facebook, Apple, Amazon, Netflix and Alphabet's Google stocks (known as FAANG stocks)? Answer: tight oil is arguably the upstream equivalent of these tech sector leaders. It's the hot investment play in the oil and gas index, it outperforms like mad, and it's been driving to distraction those that don't own any. Production has leapt from zero six years...Read More

Commenting after Chesapeake announced plans to buy Vine Energy in a cash-and-stock deal which values the Blackstone Group-controlled E&P at around US$2.2 billion, analysts from natural resources consultancy Wood Mackenzie said:  “We were confident 2021 would be a big year for Haynesville consolidation.“This deal really picks up the pace after Southwestern Energy/Indigo just tw...Read More