• The Edge

  Financing the next phase of Africa’s oil and gas development

  • 19 10月 2023

  Access to capital the biggest obstacle for local players

• The Edge

  Making Australia an energy transition leader

  • 03 8月 2023

  Investment barriers still to be tackled

• The Edge

  Did the oil and gas industry change forever last week?

  • 04 6月 2021

  Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• The Edge

  The rising hurdles for investment in upstream

  • 30 4月 2021

  A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

• The Edge

  Why oil and gas exploration is still important

  • 27 5月 2021

  As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

• 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.

• The Edge

  What’s on the minds of CEOs?

  • 07 10月 2021

  A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero

• The Edge

  What's driving energy investors?

  • 14 7月 2022

  The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

• The Edge

  How to rate IOCs’ resilience and sustainability

  • 20 5月 2022

  The big themes of resilience and sustainability will be increasingly important for oil and gas as the transition gains pace. Our new CoRSI analysis shows how the industry is preparing for tougher times.

• The Edge

  How Europe breaks its dependence on Russia

  • 12 5月 2022

  Germany is on the front line of the energy security crisis and has a radical plan to break its dependence on Russian gas, oil and coal. What can other countries learn from Germany's pivot?

• The Edge

  How the war is choking energy demand

  • 14 4月 2022

  US utility-scale solar: will policy power a rebound?

• The Edge

  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?

• The Edge

  The domino effect of the Ukraine crisis on gas and LNG

  • 07 2月 2022

  The effect of any reduction in Russian gas exports will ripple out much more widely into global gas, LNG and power markets.

• The Edge

  The energy crisis – what’s on CEOs’ minds?

  • 06 10月 2022

  We hosted our EMEA Global Energy and Natural Resources Summit in London last week. Here are some of the big themes debated on the stage.

• The Edge

  What the Middle East conflict means for oil and LNG

  • 03 10月 2024

  With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

• The Edge

  Is it time for a global climate bank?

  • 18 7月 2024

  Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.

• The Edge

  Unlocking the potential of white hydrogen

  • 25 7月 2024

  Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

• The Edge

  A window opens for OPEC+ oil

  • 20 6月 2024

  Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

• The Edge

  What will define LNG’s three phases of market growth?

  • 06 6月 2024

  Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

• The Edge

  Rebooting Asia’s energy transition

  • 16 5月 2024

  Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

• The Edge

  How and why big oil is strengthening its oil and gas exposure

  • 25 4月 2024

  Big oil is doubling down on oil and gas. Discover the reasons and implications in our latest Edge article.

• The Edge

  US tight oil – the investment dilemma

  • 05 3月 2021

  US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

• The Edge

  Will oil companies start spending again?

  • 26 2月 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• The Edge

  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

• The Edge

  How to scale up carbon capture and storage

  • 09 7月 2021

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

• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• The Edge

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• The Edge

  Does the bull market in oil rigs signal a slower transition?

  • 08 6月 2023

  Deepwater hot spots drive up demand for drilling