• Content

  Coronavirus Guide

  • 03 3月 2020

  How might coronavirus impact global energy and commodity markets? Our team of experts from across the energy value chain are monitoring the immediate and future impact of coronavirus on global commodity and energy markets. 

• Opinion

  What’s behind the energy storage boom?

  • 06 4月 2020

  We answer frequently asked questions about the fast-growing energy storage market

• Featured

  What does the Fiat Chrysler Peugeot SA merger mean for the electric car market?

  • 28 2月 2020

  How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.

• The Edge

  Have we passed ‘peak growth’ for tight oil?

  • 25 2月 2020

  Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• The Edge

  Global LNG and coronavirus

  • 18 2月 2020

  LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

• Featured

  The EU’s new carbon tax at the border

  • 31 1月 2020

  The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

• The Edge

  Future energy – green hydrogen

  • 04 2月 2020

  Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.

• Featured

  How will global gas and LNG markets respond to oversupply in 2020?

  • 10 2月 2020

  What will 2020 look like? And what could happen that will shape the market longer term?

• Featured

  A better year ahead for battery raw materials?

  • 30 1月 2020

  Will 2020 provide a respite for battery raw materials after a year of falling electric vehicle demand, weak prices and oversupply?

• Featured

  Tight oil vs. deepwater: comparing fiscal terms

  • 27 1月 2020

  Graham Kellas, Senior Vice President for Global Fiscal Research, and Joshua Firestone, Principal Petroleum Economist for Fiscal and Valuations, explore the impact of bonus payments, royalty and tax terms on the full-cycle economics of US tight oil and deepwater.

• Featured

  New year, new offshore supply chain?

  • 23 1月 2020

  Could 2020 be the year the offshore supply chain overcomes oversupply AND slashes carbon emissions? Fill in the form on this page to get our full analysis and predictions for the year ahead.

• Opinion

  How the top microgrid developers do business

  • 09 1月 2020

  American microgrid developers are taking two distinct approaches

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• Opinion

  LNG’s short-term blues

  • 13 12月 2019

  In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.

• Featured

  What to expect from oil and gas companies in 2020

  • 20 12月 2019

  Is 2020 the start of a new era for oil and gas companies? All eyes are on big oil's response to climate change. Get the predictions for the year ahead from our corporate analysis team.

• Opinion

  Power of Siberia begins gas supply to China (and why it’s ok for LNG)

  • 16 12月 2019

  On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• Featured

  What does 2020 hold for the global upstream oil and gas industry?

  • 08 1月 2020

  What does 2020 hold for the global upstream oil and gas industry? 2020 is a year of what-ifs for producers and suppliers; uncertainty will keep spending low and growth slow.

• Featured

  Predictions for 2020

  • 19 12月 2019

  For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

• Featured

  When will Tesla make a profit?

  • 22 1月 2020

  When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.

• Featured

  The greening of BlackRock: What it means for energy

  • 17 1月 2020

  In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

• Featured

  OPEC's surprise production cut

  • 06 12月 2019

  The OPEC+ group's flexible approach to managing the market is good for prices in the short term, but creates uncertainty beyond 2020. Get the latest analysis of today's OPEC announcement from Ed Crooks with Ann-Louise Hittle, head of macro oils.

• The Edge

  OPEC‘s challenge in 2020: balancing an oversupplied oil market

  • 03 12月 2019

  Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

• Case Study

  Putting Mozambique on the global LNG map

  • 06 2月 2020

  Preparing for Mozambique’s upcoming LNG boom Mozambique is an emerging leader in LNG: the country is expected to become the largest producer in sub-Saharan Africa (and the fourth largest in the world) by the mid-2020s when over 30 mmtpa of LNG comes onstream. Mozambique’s NOC ENH had a unique opportunity to develop its business and become an active player in the global LNG market, which is forecast to more than double in size by 2040.

• Opinion

  Could the Majors take a fast-track route to lower emissions intensity?

  • 05 12月 2019

  A handful of assets account for almost a third of the Majors’ upstream carbon emissions – and that presents an opportunity for rapid progress against emissions targets.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• Opinion

  What technology is winning the global energy storage race?

  • 26 11月 2019

  What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.

• Featured

  The IEA’s outlook to 2040

  • 15 11月 2019

  The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

• Opinion

  Electric vehicles: is workplace charging good for business?

  • 07 11月 2019

  The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.