• Comment

  Santos to acquire ConocoPhillips northern Australian assets

  • 14 10月 2019

  Santos announced today its plans to acquire ConocoPhillips’s northern Australian portfolio. This is a logical and attractive transaction for a number of reasons.

• News Release

  JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

  • 21 11月 2019

  Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.

• News Release

  Asia Pacific’s decarbonisation bill to hit US$3.5 trillion in 2040

  • 12 11月 2019

  Recent research by Wood Mackenzie indicates that Asia Pacific’s decarbonisation bill could hit US$3.5 trillion by 2040. This includes investments in solar, wind, hydrogen, nuclear, and hydro power, collectively referred to as zero-carbon energy between now and 2040, under Wood Mackenzie’s accelerated transition scenario.

• News Release

  Seismic changes across upstream as industry grapples with energy transition

  • 12 11月 2019

  The energy transition is undoubtedly impacting corporate upstream strategies in significant and disruptive ways. Coupled with the post-2014 downturn in oil prices, Wood Mackenzie sees seismic changes in the way the industry allocates capital across development, exploration and in particular M&A.

• News Release

  Asia Pacific gas and LNG - 6 themes to watch in 2020

  • 13 1月 2020

  Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020.

• News Release

  Will renewables displace conventional fuels in Asia’s growth markets in the 2020s?

  • 05 2月 2020

  In a new report, Wood Mackenzie highlights trends that will shape Asia Pacific’s power and renewables markets this decade.

• News Release

  OPEC+ ‘no deal’ a blow to the market

  • 06 3月 2020

  The OPEC+ meeting broke up without a deal, what does it mean for the markets?

• News Release

  Oil price rout may trigger major industry shake-up

  • 10 3月 2020

  As global markets reel in the wake of the oil price crash, Wood Mackenzie’ corporate analysis team believes the price collapse could be the trigger for a new phase of deep industry restructuring - one that rivals the changes seen in the late-1990s.

• 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?

• News Release

  Oil price crash dents timeline of Australia’s second wave of FIDs

  • 26 3月 2020

  Wood Mackenzie’s latest analysis reveals that Australia’s next wave of LNG projects are likely to be delayed.

• 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?

• 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.

• Comment

  South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

  • 15 4月 2020

  South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

• News Release

  150 GW of renewables projects in Asia Pacific at risk in a coronavirus-led recession

  • 22 4月 2020

  Wood Mackenzie’s latest research shows that up to 150 gigawatts (GW) of wind and solar projects across the Asia Pacific could be delayed or cancelled over the next five years (2020 – 2024), if the coronavirus-led recession extends beyond 2020.

• Comment

  What does China's thermal coal import restriction mean for Australian producers?

  • 22 5月 2020

  Rumours of a ban on Australian thermal coal to China have surfaced in the thermal coal market this week.

• News Release

  Australia’s energy storage capacity more than doubles to 1.2 GWh in 2020

  • 17 6月 2020

  According to new research from Wood Mackenzie, Australia is set to add 1.2 gigawatt-hour (GWh) of energy storage capacity in 2020, more than double the 499 MWh installed in 2019. This takes the country’s cumulative storage capacity at 2.7 GWh this year.

• Editorial

  Prelude sets sail, Australian government moves to restrict exports

  • 31 7月 2017

  Our Asia Pacific upstream research team discusses the latest changes in the Australian upstream sector, focusing on Prelude's journey to Australia and the government's introduction an export restrictions policy.

• Editorial

  South Australia's power crisis: causes and implications

  • 13 10月 2017

  The rapid growth of renewables has changed the power mix and left the grid struggling to adapt.

• Featured

  Shifting tides of global crude oil trade and its impact on Asia

  • 12 12月 2018

  With significant changes already underway for global crude trade, what will this mean for the industry in Asia?.

• Featured

  Shifting tides of global crude oil trade: Six emerging themes

  • 05 12月 2018

  We've identified six key themes that will influence the global crude and refining markets in the next five years. Read on for a high level overview of these key areas.

• Featured

  The changing global crude trade landscape

  • 28 11月 2018

  Over the next five to six years global crude trade is expected to significantly change. This will impact the entire chain, from producers to investors. In this three part series, we look at the global story, the six key themes and finally, we focus on the likely impacts for Asia.

• Editorial

  Asia-Pac oil on the decline

  • 28 2月 2017

  Up to 2020, Asia-Pacific faces a decline in oil output but is this a permanent trend?

• Featured

  Another milestone in the decline of coal in the US

  • 22 11月 2019

  In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.

• 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?

• Featured

  IMO 2020 - Countdown to 1 January 2020

  • 07 6月 2019

  The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

• Featured

  How the worst oil price crash in history changed the upstream industry

  • 24 6月 2020

  The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?

• Opinion

  Asia Pacific upstream: 5 things to look for in 2024

  • 08 1月 2024

  Exploration, project sanctions, CCUS legislation and more.

• 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?

• 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.