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.

North America Power Service

Dedicated regional coverage, long-term fundamental forecasts, short-term base case forecasts, assumptions and projections, and long-term topical scenario analyses. Regions covered include: ERCOT, Midwest, Northeast, Southeast and WECC.

Should IOCs invest more in upstream?

• 28 4月 2023

This week's Edge asks, should IOCs invest more in upstream?

Will a supply response help avoid US gas storage containment this summer?

• 27 4月 2023

Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.

Headwinds on the upstream energy transition journey

• 18 4月 2023

The oil and gas industry has proved its resilience in recent years – but wherever you look there are more costs and more risk. Can it rise to the sustainability challenge?

Webinar | US Solar | A look ahead across the investible landscape

• 02 5月 2023

Join our solar experts for a dive into the industry and discover what investment opportunities lie ahead with the industry expected to grow 5x over the next decade.

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

Is there more upside for oil prices in 2023?

• 13 4月 2023

OPEC+ output cuts hasten market tightening

Global upstream: four big themes to watch

• 28 3月 2023

From energy security to Upstream 2.0, our Global Upstream Update explores some of the biggest issues facing the industry.

Japan pulls no punches on risks to Australian LNG exports

• 12 4月 2023

Business leaders see confidence in Australia’s investment climate at risk.

Benchmarking 2023’s upstream FIDs

• 12 4月 2023

Capital discipline and carbon mitigation will be key elements of final investment decisions for upstream oil and gas projects this year

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 the war is shaping Big Oil’s transition strategy

• 09 3月 2023

The Majors have shown there can be different approaches to decarbonisation and achieving net zero, but divergent strategies are showing signs of converging again.

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.

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

What do ExxonMobil exits mean for the oil Majors?

• 13 2月 2023

ExxonMobil is exiting Italy and Thailand. Further divestments from the Majors are possible, but will hinge on buyer appetite.

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.

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.

Capital discipline raises questions about US oilfield services

• 03 2月 2023

Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

The new investment cycle in energy and metals

• 03 2月 2023

On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

Introducing our Global Net Zero Pledges Scenario

• 08 2月 2023

In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?

Decarbonising crude

• 11 11月 2022

Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.

2023ETS-hydrogen_draft

• 18 7月 2022

With Hydrogen emerging as a key energy vector in the global pursuit of a decarbonised energy supply, We look at how Australia is expected to play a pivotal role given its vast resources.

Will we see an upstream M&A revival in 2023?

• 17 1月 2023

Differing strategic drivers across key peer groups will all influence oil and gas sector deal-making in 2023.

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.

How will the Asia Pacific upstream sector emerge from the crisis?

• 17 6月 2020

Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

Building upstream portfolio resilience

• 12 6月 2020

How resilient are the Majors' upstream portfolios? Which Majors lead on resilience metrics? How do companies build resilience into portfolios? Find out in this week's Edge.

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.