• Opinion

  North America renewable natural gas: five questions answered

  • 21 7月 2023

  Low-carbon renewable natural gas is attractive, but cost makes policy support essential

• Opinion

  Energy Pulse: in brief (7 July)

  • 07 7月 2023

  This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.

• Opinion

  The Middle East steps on the gas

  • 04 5月 2023

  What’s driving the impressive growth of the gas sector in the Middle East?

• Opinion

  Gas resources in Latin America: the challenges to development

  • 03 5月 2023

  Natural gas demand is on the rise in Latin America – the region will need to maximise its gas supply to counter production decline in some countries.

• Opinion

  Can Africa help solve Europe’s gas supply crunch?

  • 18 4月 2023

  Europe needs gas, and Africa has plenty of it – but planned exports are fraught with risk

• Opinion

  Third wave US LNG: a $100 billion opportunity

  • 22 2月 2023

  A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.

• Opinion

  US greenhouse gas emissions are falling, but not fast enough

  • 20 1月 2023

  Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.

• Opinion

  China’s re-opening off to a stuttering start

  • 12 1月 2023

  Wood Mackenzie's APAC team looks at China’s re-opening and what it means for energy sector investment.

• Opinion

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• Opinion

  When will the global gas market recover from coronavirus?

  • 26 5月 2020

  The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Opinion

  China’s economic power surge

  • 07 7月 2021

  China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

• Opinion

  Will India set a net zero target?

  • 24 6月 2021

  As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

• Opinion

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Opinion

  Eni and bp get up close and personal in Angola

  • 09 6月 2021

  Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola

• Opinion

  Myanmar’s woes increase

  • 15 4月 2021

  Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Europe becomes a battleground for global LNG price formation

  • 27 5月 2021

  Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

• Opinion

  Gas price signals show need for increased supply

  • 17 9月 2021

  European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome

• Opinion

  Germany's ‘traffic light’ coalition greenlights a faster energy transition

  • 09 12月 2021

  From ambitious renewables targets to accelerated coal phase-out and a power market overhaul, Germany's new new governing coalition looks intent on reinvigorating the Energiewende.

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  Can Asia avert a gas supply crisis?

  • 23 11月 2021

  Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.

• Opinion

  2022 – cheerful or fearful?

  • 16 12月 2021

  After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

• Opinion

  The Energy Gang podcast: The European energy crisis – a failure of policy?

  • 29 7月 2022

  Host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises.

• Opinion

  Green LNG: can Australia prioritise decarbonisation in a high-priced world?

  • 26 5月 2022

  Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.

• Opinion

  Asia’s LNG pain is Europe’s gain - for now

  • 07 4月 2022

  “It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.