Webinar | Appalachian players under stress: The impact of low gas prices on Marcellus portfolios

• 25 2月 2020

During the webinar, Wood Mackenzie experts discussed: 1. Of the pure plays (ex: Cabot), who looks best positioned to weather low prices in the long-term? 2. Hedging portfolios: How much time do they have? 3. Debt: Who is most at risk of breaching a covenant in 2020 in the Appalachia and how do maturities factor in? 4. What actions can operators work towards in the near-term to address these issues?

State of the Market: webinar series

• 01 4月 2020

Shell 'to be net-zero company by 2050'

• 16 4月 2020

Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.

UK gas market faces Covid-19 deadlock

• 21 5月 2020

The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.

US midstream takes hit as Lower 48 E&Ps turn off taps

• 03 6月 2020

The oil price crash has hit the US Lower 48 hard. But as exploration and production companies work to mitigate the impact of the crash on their businesses, their strategies are affecting the region’s midstream players.

Webinar | Tight oil through the crash: what Permian projects are left standing?

• 30 6月 2020

Permian investments have been scaled-back aggressively. But there are still 135 active rigs concentrated in certain geographies. Are the tight oil wells being drilled generating returns at today’s prices? Your hosts will walk you through our latest valuations work focused on the Delaware and Midland basin in these three simple steps: 1. High grade undrilled acreage by recovery rates and geologic properties 2. Develop type curve distributions to highlight the best undrilled locations 3. Test price scenarios and timing to find the optimal drilling schedule against various price outlooks

Horizons Live: The bridge

• 10 3月 2025

Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.

Horizons Live: Tough at the top

• 09 5月 2025

Is US energy dominance built to last? Discover the key challenges and market forces shaping America's energy future.

Russia sanctions begin to threaten energy flows

• 08 3月 2022

The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact

Why oil is pushing towards US$100/bbl…

• 18 2月 2022

What's driven the rally, what is the outlook for supply and demand fundamentals in 2022, and how will geopolitics, including the Russia/Ukraine crisis, play out?

Asia Pacific could become a global leader in the energy transition

• 21 2月 2024

Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

How NOCs compare with IOCs on energy transition strategy

• 12 10月 2023

There’s more than one route to resilience and sustainability

Are APAC’s retail markets full of Eastern promise for oil majors?

• 11 10月 2023

Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.

Energy Pulse: in brief (18 August)

• 18 8月 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

Energy Pulse: in brief (11th August)

• 11 8月 2023

Standout oil well performance in New Mexico, Saudi Aramco confirms its new dividend plan, the EU backs CCUS projects, the latest on superconductivity hopes, and more

Will lower gas prices spark switching in Europe and Asia?

• 20 3月 2023

In 2022, record high prices forced many European and Asian companies to switch from gas to alternative cheaper fuels, or reduce output. The market will seek a new balance this year

How India is redefining its energy future

• 17 2月 2023

Investors eye up huge low-carbon and oil and gas opportunities.

US oil demand on course for long, slow decline

• 10 2月 2023

President Biden's state of the union speech focused on the future need for oil and the future of investment

Gas contracts central to Nord Stream pipeline mystery

• 24 2月 2023

The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation

Has Norway’s oil and gas tax stimulus been a success?

• 22 2月 2023

Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.

Lower 48 midstream not immune to oil price volatility

• 03 6月 2020

Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

Is E&P distress in the Lower 48 spreading to the midstream sector?

• 01 6月 2020

Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.

Will the natural resources sector recover from Covid-19?

• 07 5月 2020

The outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. Keep up with the spread of Covid-19 and its impact on your sector.

Wood Mackenzie's accelerated energy transition 2-degree scenario: what it means for gas and LNG

• 09 4月 2021

How could a 2-degree world play out in the future for the global gas and LNG markets?

Texas freeze: the real-time impact on gas storage

• 04 3月 2021

The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

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.”

Five trends that will cut global emissions in 2021

• 27 1月 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

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.

Is the world sleepwalking into an oil supply crunch?

• 16 7月 2021

Where new oil supply to 2030 will come from and what it costs

How to scale up carbon capture and storage

• 09 7月 2021

Industrialising a nascent technology that’s critical for net zero targets