• Comment

  Jet fuel takes hit as Trump unveils US travel ban

  • 12 3月 2020

  The travel ban announced by US President Donald Trump today is likely to have an immediate impact on jet fuel demand and prices across Europe and the US.

• Comment

  Companies pass on the US Gulf of Mexico lease sale

  • 18 3月 2020

  Today’s region-wide Gulf of Mexico Lease Sale 254 saw 84 bids received from 22 participating companies, with high bids totalling US$93 million. That amounts to roughly half of the previous lease sale, held in August 2019.

• Comment

  Industry slashes spending as price rout deepens: Can companies cope?

  • 19 3月 2020

  Survival mode has returned to the oil and gas sector as the oil price rout deepens. Corporate financials are in better shape than during the 2014/2015 crash, but room for manoeuvre is limited. Can companies cope with prices this low?

• Webinar

  Webinar | Japan's E&Ps: structural change and the road ahead

  • 27 3月 2020

  They are a material, often unheralded, part of the upstream industry, producing 1.6 million boe/d. But, the energy transition and declining domestic demand has forced Japan’s upstream companies to review their strategies. Japanese explorers and producers face a tough choice: to grow or to exit the sector entirely? Join Asia Pacific Research Director Angus Rodger and Upstream Research Associate Zixin Goh as they examine the road ahead for Japanese E&Ps.

• News Release

  Coronavirus restrictions set to hit US utility-scale solar projects

  • 01 4月 2020

  The coronavirus pandemic is likely to have a material impact on utility-scale solar installations in the US this year, and perhaps even into 2021. In its Coronavirus: US Solar PV Supply Chain and Utility-Scale Market Risk report, Wood Mackenzie says that, in a best-case scenario, the market could see up to four weeks of supply delays affecting a few hundred MWs of modules and inverters. This, combined with construction disruptions, could translate into as much as 2 GWdc of project development delays in 2020.

• News Release

  Oil price rout: which supply is most at risk of shut-in?

  • 27 3月 2020

  The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

• Webinar

  Webinar | North American Power Markets Update

  • 14 4月 2020

  During this webinar, principal power analyst Rob Whaley will present new Wood Mackenzie research on North American power markets. The webinar will cover: 1) Sagging power prices and increasing curtailment risks as renewables penetration rises 2) The strain on North American grid infrastructure as interconnection queues continue to swell 3) Disparate timelines between the deployment of renewable generation assets and the necessary grid infrastructure required to support them, and increasing risk on financiers of power projects. Plus, join the Q&A for a discussion about potential coronavirus impacts.

• Comment

  Collapsing demand sets the terms in the OPEC+ battle for market share

  • 09 4月 2020

  Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

• Webinar

  Webinar | The Energy Transition in the age of the coronavirus: a metals & mining perspective

  • 22 4月 2020

  Please join us on Wednesday, April 22nd for a presentation and discussion with Julian Kettle, Vice Chairman of Metals and Mining at Wood Mackenzie. With over 30 years in the industry, Julian is well placed to talk through previous mining downturns, what we can expect in the current market and how it will affect the Energy Transition for metals: • The energy transition: a double-edged sword for metals • Is carbon the new differentiator for metals? • Where is the value in a decarbonising world?

• Webinar

  Webinar | Grid Edge and DER Market Update

  • 18 6月 2020

  The transition to a next-generation energy system will require increased penetration of DERs and other grid edge technologies. In this webinar, Wood Mackenzie analysts will share: • New market sizing and forecasts for resources with potential for grid flexibility: solar, energy storage, distributed fossil generation and load management of residential and C&I sites in the United States • Analysis of the different grid services and aggregation options that are evolving today, and how they will allow DERs offer true flexibility to both customers and the electric grid • Insight into how utilities, grid operators and vendors should think about shifting demand, harnessing distributed resources and developing business models in the grid edge space

• News Release

  US midstream takes hit as Lower 48 E&Ps turn off taps

  • 03 6月 2020

  The oil price crash has hit the US Lower 48 hard. But as exploration and production companies work to mitigate the impact of the crash on their businesses, their strategies are affecting the region’s midstream players.

• News Release

  US energy storage market sees strong first quarter despite coronavirus

  • 02 6月 2020

  The United States energy storage sector saw a strong first quarter, with residential storage setting another record while the non-residential market had its third-strongest quarter on record.

• News Release

  Global LNG demand faces first seasonal contraction in 8 years

  • 02 6月 2020

  The global liquefied natural gas (LNG) industry is about to face its first seasonal demand contraction since 2012, with demand in summer 2020 expected to fall 2.7% or 3 million tonnes (Mt) year-on-year, says Wood Mackenzie.

• Comment

  Market set to tighten as OPEC+ agrees to extend 9.7 million b/d output cut

  • 06 6月 2020

  OPEC+ today (6 June 2020) agreed a one-month extension of the 9.7 million barrels per day (b/d) production cut. The extension will tighten the market further and could see Brent prices rise from the current $40/bbl toward $45-to-$50/bbl.

• Webinar

  Webinar | America Upstream Outlook 2025

  • 13 2月 2025

  Join our webinar on the 13th February as we discuss the outlook for America Upstream oil and gas

• Webinar

  Future Facing Commodities Forum 2025

  • 30 4月 2025

  Future Facing Commodities Forum returns on 30 April 2025, focusing on the outlook for the key commodities that underpin the energy transition.

• Opinion

  Horizons Live: Taking the strain

  • 29 1月 2025

  Watch the Horizons Live replay as industry experts analyse how the upstream sector can meet rising oil and gas demand amid a delayed energy transition. Discover insights on investment needs, supply challenges, and the impact on global energy markets.

• Opinion

  Uncertainty dominates the 2025 US power outlook

  • 11 2月 2025

  President Trump's energy dominance, looming trade wars and an AI boom reshape this year's US power outlook

• Opinion

  Horizons Live: The bridge

  • 10 3月 2025

  Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.

• Webinar

  De-risking energy storage: building a resilient strategy for a shifting market

  • 16 4月 2025

  On the webinar replay, our hosts will discuss de-risking energy storage ownership through a multi-faceted approach. They will dive into key risk factors and how to build flexibility across the policy, supply chain, and technology landscape to ensure long-term success in energy storage investments.

• Webinar

  Webinar | North American Natural Gas Summer Outlook 2025

  • 30 4月 2025

  Join Wood Mackenzie on Wednesday 30 April, for our Summer Outlook where our experts will discuss the primary risks facing the North America natural gas market this summer and host a Q&A to address your most relevant questions.

• News Release

  US tight oil to face higher costs from tariffs, but significant increases offset from deflation elsewhere

  • 07 5月 2025

  US Lower 48 tight oil well costs will see pressures from tariffs, but significant increases will be offset by cost deflation elsewhere, particularly in declining prices for proppant, drilling rig and pressure pumping, according to a recent analysis from Wood Mackenzie.

• News Release

  Key energy takeaways from Canada’s 2025 election

  • 01 5月 2025

  Newly elected Prime Minister of Canada, Mark Carney, has made energy a key initiative of the new government, with goals to expand both conventional and clean energy, but decoupling energy flows away from the US may prove to be a challenge, according to Wood Mackenzie.

• Opinion

  Horizons Live: Tough at the top

  • 09 5月 2025

  Is US energy dominance built to last? Discover the key challenges and market forces shaping America's energy future.

• News Release

  Third-party ownership dominates US non-residential solar market, reaching 72% share in 2024

  • 19 5月 2025

  Third-party ownership (TPO) of non-residential projects in the United States increased to 72% market share in 2024, up from 69% in 2023, according to the latest US Commercial Solar Competitive Landscape report from Wood Mackenzie.

• Opinion

  Can the US make the switch to electric heavy-duty trucks?

  • 11 5月 2022

  The transition to heavy-duty vehicle electrification could be accelerating.

• Opinion

  Why the US oil industry could call for a carbon tax

  • 29 4月 2022

  Carbon pricing can offer a simpler and more transparent way to set incentives to cut emissions.

• Opinion

  Is the end of high US solar system prices in sight?

  • 13 4月 2022

  System prices remain high as supply chain constraints and policy uncertainties create a high-risk environment for US solar PV development.

• Opinion

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

  • 19 4月 2022

  Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.

• Opinion

  Competition heats up for the top three US residential solar installers

  • 29 3月 2022

  Impressive growth and market consolidation amid the top five US solar players could threaten Sunrun’s dominance in 2022.