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The implications of no LNG carriers transiting through the Red Sea and Suez Canal
Explore the consequences of the US' decision to pause gas export approvals with Ed Crooks, Melissa Lott and Emily Grubert. How will it impact global energy markets, greenhouse gas emissions and living standards in lower-income countries?
Gas has a key role to play in the energy transition, but only if it can decarbonise
In 2023, the publication of Normative Resolution 1,065 (also known as the “Day of Forgiveness”) allowed power plant developers to withdraw from existing contracts without penalties, primarily impacting renewable assets
Flexibility is being built into the gas supply chain, having far-reaching implications for the global LNG industry.
Asia’s gas markets must evolve to unlock their growth potential
How can LNG buyers navigate LNG procurement in the current volatile market environment and amidst evolving contracting dynamics?
Read our take on an apparent breakthrough for enhanced geothermal energy, India’s LNG agreements, Indonesia’s oil and gas production, and more on ExxonMobil’s acquisition of Denbury.
What’s the impact of maintenance downtime at major LNG facilities in North America, including Cameron, Corpus Christi, Cove Point, Freeport and Sabine Pass?
LNG demand, sustaining upstream, new sources of finance, metals investment and supply chain independence.
In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.
Gas price caps across Australia’s east coast spook producers and LNG buyers.
Wood Mackenzie's APAC team looks at predictions for 2023
After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
The gas industry found itself at the epicentre of the energy crisis in 2022, with far-reaching implications. What twists and turns will 2023 bring to this global story?
The great LNG pushback has started and US supply is out of money. What does this mean for Asian buyers?
Every week our experts come together to explore the impact of the coronavirus pandemic across the sectors we cover. Get your copy of the key takeaways.
Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.
Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.
What falling gas and LNG prices mean for solar, wind and energy storage markets around the world in the short and long term.
In this episode of The Big Chill podcast we discuss how the oil price crash and coronavirus are impacting Asian and European LNG markets, and the longer term impacts to global supply.
The arrival of the COVID-19 pandemic has derailed power demand patterns and expectations in the Midcontinent ISO (MISO).
The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.
The coronavirus pandemic is a black swan event hitting global gas and LNG markets at the worst possible time. While the collapse of LNG prices towards US production breakevens was foreseeable, the rest of 2020 could not be more unpredictable.
Italy is the epicentre of the coronavirus pandemic. This has led to a sudden and significant drop in power demand. What does that tell us about what’s to come in other markets?
In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
While political and regulatory uncertainty remains a major question going forward, what can we expect in the year ahead? Newer energy policy could potentially lower gas-to-power demand, pipeline debottlenecking could boost regional gas markets.
The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.
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