Our Insights
Report
Global Energy Perspective 2026
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The system is becoming more uncertain—not less. Energy demand is growing, AI is creating a new source of power demand, geopolitics is reshaping supply chains, and affordability and security have moved alongside decarbonization as defining considerations.
Report
Global Farmer Insights 2026
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Our biennial global survey of 5,500 farmers finds that they are becoming selective in their spending in the face of economic...
Article
Investing in the energy transition: Time to look at whole-system value
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In an expanding global energy system, the next phase of the transition will require not just more low-carbon capacity but also...
Article
The next wave of value in the materials supply chain
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A slew of forces is expanding roles for overlooked players in the materials supply chain in North America and Europe.
Article
At the threshold of a new era in commodity trading
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Changes in global trade and the growth of AI are shifting both commodity-trading structures and organizational models. Staying...
Voices on Energy
Interview
Forging sustainable steel and more: A talk with Nucor CEO Leon Topalian
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The head of the North American steel company talks about its wide-ranging business strategy—and the company culture that took him from the plant floor to CEO over his 28 years at the company.
Interview - McKinsey Quarterly
TotalEnergies’ tightrope transition: A talk with Patrick Pouyanné
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The chairman and CEO of the French oil major talks about why he’s sticking to his strategy to gradually shift from oil to electrons, which he calls “the energy of the 21st century.”
Interview
What’s next for natural gas: A talk with Williams CEO Alan Armstrong
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The president and CEO of Williams Companies talks about the role of natural gas in the energy mix, the opportunities and challenges of the energy transition, and 13 years of leadership lessons.
Interview - McKinsey Quarterly
‘You need to do the math and then explain the math’: A talk with ExxonMobil’s Darren Woods
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The chairman and CEO of the iconic oil major shares his views about misperceptions in the energy transition, the importance of taking on adversity, and why strategy needs the courage of conviction.
Energy & Materials Blog
Quick takes on how energy businesses are rethinking strategies, building capabilities, and addressing challenges
More Insights
Article
Software: The hidden catalyst for decarbonization
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As the global energy landscape undergoes a seismic shift toward decarbonization, software solutions are emerging as pivotal enablers....