Wood Mackenzie

The latest edition of our LinkedIn newsletter is now live! 💡 This week you've been talking about: - Waste to wealth: unlocking circular value chains - The global metals and mining outlook: a cross-commodity view - Biden exit shakes up US presidential race - Forecasting the future of oil demand: five key questions answered Read more below 👇

Just 5 days remain until our analysts delve into why National Oil Companies (NOCs) should return to international business development. The agenda will include hot topics in global exploration and M&A activity, giving you pivotal insight to stay informed. You'll also see exactly how you can have this level of analysis at your fingertips with our Corporate Strategy and Analytics Service. Register now to secure your place at our webinar: https://okt.to/mw0DC7

The economic and political environment remains uncertain. Market prospects swing with every change in fiscal and trade policy, and metal prices have been volatile and unpredictable. Join us on 2 October for Wood Mackenzie's annual LME Forum - Learn from industry-leading panel discussions where our experts will discuss demand drivers for key metals and the status of the energy transition. 📅: October 2, 2024 📍: London, UK Register now: https://okt.to/MZndU5 #WMLME #LME #metalsandmining

Our new offering enables users to navigate the #CrudeOil supply chain in one single source. Asset Connect unlocks 90% of US & Canadian production data, allowing you to explore its interconnectivity and distil actionable insights. Stay ahead of the curve by generating balances, anticipating constraints, analysing impacts and quickly assessing options from supply chain disruptions, and optimizing flow routes. Learn More: https://okt.to/ED02Kg

The #Biomethane/#RNG industry has been increasingly attracting investments and some governments are counting on biomethane to help with sustainability, energy security and affordability issues. But the industry is still struggling to scale up and is facing a range of uncertainties – technological, regulatory as well as commercial. To help our clients navigate the rapidly evolving industry and take advantage of opportunities it offers, we have created a new cross-regional offering. Find out more: https://okt.to/Vc6doF

Join us on 8 August, for the upcoming webinar in collaboration with Steel Times International. Our experts Miller Wang, Charvi Trivedi, Priyanka Agrawal and Sushmita V. will provide insights into key issues within the steel industry, including: - Are steel producers prepared to don the armour of decarbonization? What policy support will propel them forward? - How will the steel industry realistically trim its carbon footprint? Will cleaner metallics like DRI and scrap become the coveted gems of tomorrow? - What is the progress on green steel-making technologies like hydrogen-based steelmaking and CCUS? - Will DRI–ESF–BOF take the front seat among new technologies? Register here: https://okt.to/mV1kAQ

The Australian market remains a top destination for global investors, with a record volume of #upstream M&A deals last year, despite instability in the legal and fiscal environment. For E&P companies, this presents a significant opportunity. To remain competitive, it’s crucial to demonstrate a clear commitment to reducing environmental impact, enhancing attractiveness for investment. Stay ahead of the competition and navigate #Australia's complex energy landscape with our comprehensive eBook. We address key challenges facing Australian E&P companies today, offering actionable solutions for selecting and executing the right projects at the opportune moment. Follow the link to download the full eBook: https://okt.to/4F2Zsb

Underwriting Battery Energy Storage Systems (BESS) as an asset class requires a significantly more granular understanding of power markets than wind and solar. From our conversations with investors, a few characteristics are necessary to make #BESS investible. Read on to learn more: https://okt.to/r3Ggzy

The shift to a more circular economy won’t be easy. Challenging economics is a factor, and allocating margins fairly across fragmented value chains can be difficult. In this month’s #WMHorizons report we look at how to overcome the barriers to circularity, including three broad circular product models and inspiring case studies from industry. Read it here: https://okt.to/ahHjvi #circulareconomy

As the world races towards 2030 and key decarbonisation targets approach, it's clear that to achieve significant strides towards a low carbon economy miners, investors and end-users need to increase their exposure to metals and mind commodities. Understanding changes in #coal, #iron ore and #steel markets is essential to ensure you remain competitive. To help you unravel these themes we will be holding a briefing in Tokyo on Thursday, August 1st at 4pm JST. Robin Griffin, Vice President, and David Cachot, Research Director, will present our outlook for bulk commodities including metallurgical coal, iron ore and steel. If you would like to participate, please register by filling out the form on the link here: https://okt.to/e9O7bv