• Opinion

  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

• Opinion

  International tensions shape COP27 climate talks

  • 14 11月 2022

  COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

• Opinion

  Angry tweets, a new long march and an escalating trade war

  • 12 6月 2019

  In the latest APAC Energy Buzz, Wood Mackenzie's Asia Pacific Vice Chair, Gavin Thompson, shares the implications of the ongoing US-China trade disputes on the energy sector.

• Opinion

  The spread of the coronavirus shakes the world

  • 28 2月 2020

  As the Covid-19 virus spreads to 52 countries, fears of its economic impact have sent stock markets and oil prices tumbling. This and more in Ed Crooks' Energy Pulse.

• Opinion

  Big Oil commits to dividends in troubled times

  • 30 10月 2020

  The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  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.

• Opinion

  The Asia energy market outlook for 2020

  • 06 1月 2020

  A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!

• Opinion

  Why women will shape the future of natural resources

  • 25 9月 2019

  Wood Mackenzie CEO Neal Anderson shares his views on the importance of gender diversity in the natural resources sector

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 10月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

• Opinion

  Africa: How to survive in a low oil-price environment

  • 18 11月 2020

  Gail Anderson, Research Director, Sub-Saharan Africa Upstream Oil and Gas, presented at NAPE looking at advantaged barrels – looking at the Nigeria producers’ exposure to oil vs gas assets and oil price volatility, and the drivers for M&A.

• Opinion

  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.”

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  US energy companies brace for tariff impact

  • 07 2月 2025

  Breaking down the impact of US tariffs on energy, trade and global markets

• Opinion

  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.

• Opinion

  Will international shipping be net zero by 2050?

  • 23 10月 2023

  Upgraded decarbonisation targets present a huge challenge for marine fuels

• Opinion

  Russian refining outages surge on Ukraine drone attacks: three key questions answered

  • 21 3月 2024

  Russian waterborne product exports see substantial cuts, will crude loadings be next?

• Opinion

  Oil refining in the energy transition: key questions answered

  • 26 4月 2024

  What is the current state of the refining and oil products market in the energy transition, and what are refiners’ top options to reduce emissions?

• Opinion

  Will drivers see a repeat of 2014's gasoline price reprieve?

  • 02 11月 2018

  The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?

• Opinion

  Can conventional oil projects compete with L48 oil?

  • 14 3月 2018

  US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Opinion

  The art of never letting a crisis go to waste

  • 15 7月 2020

  I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

• Opinion

  Will the pandemic also claim refinery victims?

  • 23 9月 2020

  The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.

• Opinion

  What does the OPEC+ supply surge mean for refiners?

  • 23 3月 2020

  The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  How hard would global refiners be hit by a sharp drop in US gasoline demand?

  • 14 6月 2021

  What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

• 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

  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