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Opinion
Is Northeast Asia finally tackling its coal dependency as air quality deteriorates?
- 14 1月 2020
As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.
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.
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.
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
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.
Opinion
Greener LNG is vital to Asia’s sustainable development
- 29 11月 2019
Gas will play a vital role in Asia’s fight against air pollution, and in meeting its future energy demand. But with its environmental impact under new scrutiny, is it time for LNG to get greener?
Opinion
Rebooting what’s possible in India’s gas and LNG market
- 07 11月 2019
India is something of a conundrum for global LNG players. I recently returned from a week in Delhi, just as the capital was making headlines for one of the worst episodes of air pollution, while the country’s energy mix remains dominated by cheap domestic coal.
Opinion
ONGC outlines 2040 strategic vision
- 24 8月 2019
India's national oil company ONGC has just unveiled its 2040 strategy. Get our latest analysis.
Opinion
It’s now time to get excited about renewables in Asia Pacific
- 02 8月 2019
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
Opinion
Stepping on the gas: are Asia Pacific governments doing enough?
- 26 6月 2019
Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.
Opinion
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
- 21 6月 2019
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
Opinion
5 signs of recovery in Asia Pacific upstream oil and gas
- 25 1月 2019
Will Asia Pacific's upstream sector finally emerge from the downturn in 2019? Angus Rodger and the APAC upstream oil and gas team look at 5 signs of recovery.
Opinion
Australian high CV thermal coal prices at 19-month low, but not for long
- 19 2月 2019
The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has been hit in early February due to seasonality of purchasing in the lead up to Chinese New Year and customs delays impacting Australian vessels into China. Will this move be another short-term blip and mirror the volatility seen last year, or is a broader correction at play?
Opinion
Green steel in China: easier said than done
- 02 4月 2025
China steel is in its post-peak era – but can it get on an emissions pathway?  
Opinion
Heating up: 2024 showcased the promise of geothermal energy
- 19 2月 2025
Geothermal energy is gaining momentum - driven by new tech, major investments and big tech partnerships. Is it the next big player in renewables?
Opinion
Namibia faces setback as Shell downgrades oil discoveries
- 27 1月 2025
Explore Shell's downgraded Namibian oil discoveries in the Orange Basin and the challenges of deepwater exploration. Learn about Namibia's subsurface potential, exploration risks and future prospects for deepwater oil production.
Opinion
Industrial demand, shrinking production fuel rise in Indian LNG imports
- 02 2月 2025
India Energy Week, which will run from 11 to 14 February 2025, will see global energy leaders, policymakers and innovators come together to find sustainable solutions to India’s key energy challenges.
Opinion
Horizons Live: The Great Reopening
- 26 4月 2023
Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.
Opinion
Growth and opportunities in Southeast Asian LNG and power
- 05 10月 2017
As the region grows richer, energy demand is booming, leading to buoyant gas, LNG and power markets.
Opinion
ASEAN at 50: new ways to foster LNG and power cooperation
- 17 10月 2017
ASEAN has to explore new ways of energy cooperation among its members.
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
China unveils the extent of its gas ambitions
- 05 8月 2020
Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.
Opinion
What forces will shape global gas markets over the next two decades?
- 13 8月 2020
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
Opinion
Re-inventing the North West Shelf
- 08 9月 2020
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
Opinion
What a second wave of lockdowns would mean for Asia’s oil and gas markets
- 18 8月 2020
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
Opinion
Could coal and renewables put the squeeze on gas?
- 16 9月 2020
Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments
Opinion
Time for Asia’s Sputnik moment on decarbonisation
- 22 9月 2020
Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.
Opinion
Radical reform and China’s pathway to carbon neutrality
- 30 9月 2020
Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.
Opinion
The trillion-dollar question: how will Asia Pacific meet power supply needs in the next decade?
- 28 9月 2020
The Asia Pacific power generation market will attract US$1.5 trillion of investment in the next 10 years. So what are the opportunities in the world’s fastest-growing power market?
Opinion
How the delayed Olympic Games disrupts Japan’s recycled fibre sector
- 21 12月 2020
The Tokyo Olympics could be a game-changer for sustainable textiles – but some momentum has been lost.

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