• Opinion

  What do President Trump’s tariffs mean for energy?

  • 18 2月 2025

  How will Trump’s latest tariffs impact US energy, trade and climate goals?

• Opinion

  Video | Lens Upstream: Piecing together Cyprus' gas export deals with Egypt

  • 20 2月 2025

  In this video, we dive into Wood Mackenzie’s Lens Upstream, a key tool in our Lens suite, to examine Cyprus’ role in East Mediterranean gas dynamics and assess how its assets fit into the Majors’ portfolios. We also visualise the LNG market impact of these deals and identify the key beneficiaries.

• Opinion

  President Trump's executive orders on energy

  • 23 1月 2025

  Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.

• Opinion

  How Chinese PTA and MEG futures impact the polyester industry?

  • 30 1月 2019

  The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.

• Opinion

  Commodity slowdown in China could be different this time

  • 05 3月 2019

  In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.

• Opinion

  Does Germany need LNG?

  • 19 3月 2019

  Proposals to build a German LNG import terminal have gathered momentum. Does the country need its own supply of LNG?

• Opinion

  Renewables, market intervention and exploration – three themes weighing on Australia upstream players' minds

  • 13 6月 2019

  Having attended many APPEA events in the past, this was the first time renewable energy sources - hydrogen in particular - were put under the spotlight.

• Opinion

  M&A shake-up on the horizon for the Australian upstream sector

  • 29 8月 2019

  We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.

• Opinion

  Southeast Asian NOCs show growing appetite in global M&A market

  • 02 9月 2019

  I’ll bet that if you ask anyone with an interest in the global upstream M&A if they could name the top three spenders through the first half of 2019, they would struggle to name the third. The easy one is Occidental (Anadarko), second place is Total through its acquisition of Anadarko’s African assets. But who was the third largest acquirer by spend in H1 2019?

• Opinion

  Major Chinese companies leading the charge in renewed Belt and Road push

  • 24 6月 2019

  CNPC and CNOOC have each acquired a 10% stake in Novatek’s Arctic LNG-2 project. What’s the significance for China's Belt and Road Initiative?

• Opinion

  ExxonMobil plays catch up in race to high-grade

  • 17 6月 2019

  The Supermajor ExxonMobil and Chevron plan to sell US$15 billion of assets in its rationalisation programme. But is this ambitious enough? Get our analysis of the assets up for grabs.

• Opinion

  What does the US-China trade war mean for US LNG projects?

  • 24 6月 2019

  Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.

• Opinion

  Energy transition is making its mark on Asia Pacific's major energy markets

  • 13 5月 2019

  APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.

• Opinion

  A tantalising year for North Sea exploration

  • 06 6月 2019

  As we near the mid-point of 2019, we focus on three exciting North Sea exploration areas to discover how the industry is continuing the upward global trend.

• Opinion

  Poor capital discipline will drive difficult decisions for refiners

  • 07 5月 2019

  Sustained oil demand growth provides an opportunity for the refining sector. But is the refining sector being overly optimistic about the scale of the opportunity? And is it over-investing in total crude capacity? Get the latest analysis from Alan Gelder.

• Opinion

  IMO 2020 and the rocky road to full compliance

  • 10 4月 2019

  Join our experts to tackle some of the industry's burning questions on IMO 2020 and the potential stumbling blocks.

• Opinion

  Deepwater's Latin America comeback

  • 16 4月 2019

  Latin America is the hotspot for deepwater project and exploration activity. As more top companies take a risk on exploration plays in the region, what challenges lie ahead?

• Opinion

  Middle East leads the pack in 2018 FID bonanza

  • 15 4月 2019

  11 projects sanctioned in the Middle East as producers look to take advantage of the lower cost environment. What’s behind the boom?

• Opinion

  Unlocking exploration’s hidden value

  • 21 3月 2019

  Exploration is making money again. After a difficult few years, the sector's disciplined approach has begun to bear fruit. How evaluate the true cost of exploration?

• Opinion

  How will US independents answer the call for capital discipline?

  • 14 2月 2019

  Investors in the Lower 48 E&P sector are demanding greater capital discipline. US Independents are under pressure to deliver returns, free cash flow and demonstrate meaningful capital discipline. New research from Wood Mackenzie shows that in the tug-of-war between value and volume, value has emerged as the winner.

• Opinion

  Signs of renewed optimism in the global offshore upstream supply chain

  • 06 2月 2019

  After a difficult few years, the global offshore upstream supply chain saw continued signs of recovery in 2018. Could 2019 mark a tipping point?

• Opinion

  North Sea exploration is making a comeback in 2019

  • 08 1月 2019

  What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

• Opinion

  The future of exploration: Big wells mainly in deepwater and frontiers

  • 23 5月 2018

  Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

• Opinion

  Five issues keeping executives awake at night

  • 22 3月 2018

  We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

• Opinion

  Teaming up with CWC for the LNG and Gas Summit

  • 12 3月 2018

  Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

• Opinion

  Downstream integration: a peak demand strategy for NOCs

  • 27 11月 2018

  The prospect of peak oil demand undoubtedly introduces risks to the world's crude exporters. Although we predict global demand to continue to grow through 2035, there are already signals that decline is could be coming. So what does the scenario look like for resource-rich NOCs?

• Opinion

  December '18 OPEC meeting: production cuts expected

  • 03 12月 2018

  As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 11月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  US tight oil piles pressure on refiners

  • 01 10月 2018

  Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

• Opinion

  Regulatory clouds darken a bright outlook for refining

  • 27 7月 2018

  The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?