• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• Opinion

  The Biden administration struggles to get a grip on fuel prices

  • 19 11月 2021

  Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

• The Edge

  Africa’s energy challenge

  • 12 11月 2021

  African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.

• Editorial

  US Independents: cash is king in “stay flat” mode

  • 28 10月 2021

  Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.

• Editorial

  Can US Independents sustain the capital needed to survive the energy transition?

  • 04 11月 2021

  Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.

• Opinion

  What a difference a year makes – Asia’s energy leaders discuss an uncertain future

  • 21 10月 2021

  Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

• Opinion

  Oil recovery shows demand is still on a rising trend

  • 08 10月 2021

  When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

• Opinion

  The future of China’s gas demand

  • 05 10月 2021

  China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?

• Opinion

  COP26: the future of upstream is in governments' hands

  • 25 8月 2021

  Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

• Opinion

  COP26 oil demand: in the cross hairs of emissions reduction

  • 18 8月 2021

  Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

• Opinion

  Will the US gas market be a tricky balancing act this winter?

  • 11 8月 2021

  Rallying prices underscore the delicate supply-demand balance in an increasingly global market

• Opinion

  COP26: make or break for global emissions trading

  • 11 8月 2021

  Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

• 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

  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.

• News Release

  Surge in oil hedging could worsen US supply glut

  • 27 3月 2017

  Those hoping that recent oil-price weakness will prompt US producers to pull back drilling activity and ease the glut of oil supply may need to keep waiting.

• News Release

  US$40 billion worth of opportunities in Asia-Pacific upstream M&A in 2017

  • 18 1月 2017

  According to research by Wood Mackenzie, the APAC upstream sector holds considerable value as the majors divest mature and mid-life assets in the region.

• News Release

  Batteries & renewables to start displacing gas

  • 26 7月 2017

  A joint research report conducted by Wood Mackenzie and GTM Research assessing generation economics concludes that declining renewables and energy storage costs will increasingly squeeze out gas-fired generation in South Australia as early as 2025.

• News Release

  UK car ban will have "massive impact on markets"

  • 26 7月 2017

  We took a closer look at the impact of the UK government’s proposal to ban the sale of new petrol and diesel cars by 2040.

• Comment

  Potential gas shortfall in Australia's East Coast starting between 2023 and 2025

  • 22 6月 2018

  In contrast to the 2018 GSOO released today by the AEMO, Wood Mackenzie’s East Coast Gas report identifies a potential gas shortfall between 2023 and 2025, significantly earlier to the GSOO’s estimate of 2030.

• News Release

  OPEC+ deal balances consumer pressure with need for stable prices

  • 23 6月 2018

  The OPEC+ meeting, held in Vienna on 23 June 2018, confirmed Saudi Arabia and Russia’s high-level commitment to co-operate to manage the oil market.

• News Release

  Australian gas shortages loom as LNG exporters and domestic consumers compete for supply

  • 11 9月 2018

  The pace and scale of transformation in the east Australian gas market over the past five years has put gas – both its availability and its pricing – firmly on the country’s political agenda. Global natural resources consultancy Wood Mackenzie today releases its Australia East Coast Gas Market Outlook 2018-2032. The report offers a comprehensive overview of the dynamics shaping the gas market, including the drivers of domestic gas demand, how gas flows will change and price dynamics.

• Comment

  India's GST - A boon for oil markets?

  • 16 11月 2017

  The introduction of India's Goods and Services Tax (GST) has lifted oil demand in the country this year. Crude oil, natural gas, diesel and gasoline are currently exempt from the GST. However, diesel and gasoline demand are indirectly affected by the impact of GST on vehicle prices and sales, especially in the logistics sector.

• Comment

  Can LNG save China from winter gas shortage?

  • 22 11月 2017

  China's introduction of the '2+26' cities policy earlier this year calls for restricted use of coal for both residential heating and industrial purposes. This has significant ramifications for the Chinese winter season where demand is traditionally high. As an alternative to coal, gas demand could rise by 23 bcm this year compared to previous winters. Facing the most severe shortages is northern China, particularly Beijing, Tianjin and Hebei (abbreviated as BTH), where demand is highly seasonal. This region will make up half or 10 bcm of the incremental winter gas demand in 2017.

• News Release

  Latin America to buck global exploration trend in 2018

  • 22 1月 2018

  Driven by an impressive array of licensing and farm-in opportunities, plus an upsurge in exploration activity, Latin America’s upstream sector is poised for a banner year in 2018, according to a new insight by Wood Mackenzie, Latin America Upstream: What to look for in 2018.

• News Release

  Will a shifting global market embrace US crude?

  • 05 3月 2018

  A new study by Wood Mackenzie, examines this shift in the oil market, and assesses the challenges and opportunities facing the market and US producers and midstream operators.

• News Release

  Conventional pre-FID breakevens give the Lower 48 a run for its money

  • 14 3月 2018

  Analysis of global oil cost curves indicates that many conventional pre-FID projects – even deepwater developments - are now competitive on a breakeven basis with US Lower 48 tight oil. However, this competitiveness has come at the expense of volumes. The trade-off of cost efficiency versus volumes means that in the medium- to long-term, the cost of supply is set to increase, highlighting the US Lower 48’s role as an important marginal barrel producer.

• News Release

  East Coast gas prices could rise 30 percent in five years

  • 25 5月 2018

  In a recent study, Wood Mackenzie forecasts Australia's East Coast gas prices to rise up to 30 percent to between A$10 and A$13 /per gigajoule by the mid 2020s.

• Comment

  China retaliates with tariffs on $34 billion worth of US goods

  • 18 6月 2018

  Following China's imposition of retaliatory tariffs on US goods over the weekend, our experts weigh in on the potential impact the move will have on different commodities.

• News Release

  Major LNG buyers' uncontracted demand to quadruple by 2030

  • 13 12月 2018

  Wood Mackenzie's latest research reveals that uncontracted demand by the world's seven largest LNG buyers could quadruple to 80 million tonnes per annum (mmtpa) by 2030.