• Opinion

  Australian coal exports bounce back from China’s ban

  • 04 3月 2021

  Australia’s coal exporters have staged a recovery after volumes to China plummeted.

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  Asia Pacific’s energy transition conundrum – is net zero possible?

  • 10 8月 2021

  The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

• Opinion

  Who will foot the bill for the energy transition in Asia-Pacific?

  • 04 8月 2021

  At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.

• Opinion

  Opportunities abound in Asia Pacific’s transforming power markets

  • 01 7月 2021

  Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

• Opinion

  How Asia changed the global LNG market in the space of a year

  • 21 4月 2021

  The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

• Opinion

  India in crisis

  • 06 5月 2021

  Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

• Opinion

  There’s still life in China’s shale gas

  • 28 4月 2021

  Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.

• Opinion

  Asia’s developing economies need more gas investment, not less

  • 27 5月 2021

  It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

• Opinion

  The future of energy storage

  • 18 11月 2021

  The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.

• Opinion

  Asia’s energy crisis and net zero – no turning back

  • 28 10月 2021

  Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.

• Opinion

  China, coal and the big crunch

  • 07 10月 2021

  The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

• Opinion

  Is Asia’s oil market recovery losing pace?

  • 15 9月 2021

  Continued restrictions on mobility reverberate through to demand for transportation fuels in Asia Pacific.

• Opinion

  The fork in the road for Asia’s oil and gas demand

  • 23 9月 2021

  Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.

• Opinion

  China’s top 5 ‘must haves’ from COP26

  • 02 9月 2021

  With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

• Opinion

  Carbon capture and the future of LNG in Asia

  • 08 9月 2021

  With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.

• Opinion

  Onsan refinery case study: how much value will greater refinery-petrochemical integration add for S-Oil?

  • 23 8月 2021

  How can refiners assess the potential ROI of increased petrochemical integration? We explore how S-Oil’s plans to add steam cracking to its Onsan site will affect its competitive position.

• Opinion

  De-constructing India’s gas supply boom

  • 12 8月 2021

  India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.

• Featured

  Upstream oil and gas: top trends and wildcards to watch in 2022

  • 13 12月 2021

  The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.

• Opinion

  Asia’s demand engine fires up global LNG supply

  • 02 12月 2021

  Indeed, it is confidence in the resilience of long-term Asian gas demand, even in our accelerated energy transition scenarios, that has been key to the 50 mmtpa of new LNG supply that has taken FID in 2021 compared to only 3 mmtpa in 2020.

• Opinion

  The future of Asian LNG supply – backfill or bust

  • 20 1月 2022

  Despite ongoing pandemic restrictions, sky-high spot prices and rising competition from renewables, the region’s gas consumption will grow at almost 3% a year over the next decade.

• Opinion

  “Get used to cold showers” – Australia’s energy crisis sends shivers down the east coast

  • 15 6月 2022

  As fears mount over gas and electricity shortages in New South Wales and Victoria, one producer bluntly told me: “Folks in Melbourne better get used to cold showers.”

• Opinion

  Asia’s power sector feels the burn

  • 12 5月 2022

  Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.

• Opinion

  ‘Dynamic clearing’ turns China’s economic indicators to red

  • 29 4月 2022

  China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.

• Opinion

  Asia’s NOCs can now move through the decarbonisation gears

  • 30 3月 2022

  As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.

• Opinion

  Australia’s energy revolution: the promise of battery storage and hydrogen

  • 12 7月 2023

  Abundant natural resources point to immense opportunities for battery storage and hydrogen in Australia – policy support will play a vital role.

• Opinion

  Asia Pacific energy outlook: surging power or lacking charge?

  • 05 7月 2023

  High prices have supported a surge in Asia Pacific energy investment, but prices are falling fast and undermining vital support for battery storage.

• Opinion

  Australia’s deepening gas market turmoil

  • 01 2月 2023

  Gas price caps across Australia’s east coast spook producers and LNG buyers.

• Opinion

  Forget the lack of a GDP target, China is ready to go it alone

  • 27 5月 2020

  China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).

• Opinion

  What is the future of energy in Asia after Covid-19?

  • 12 5月 2020

  Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.