• Opinion

  How Asia’s NOCs can learn to stop worrying and love the energy transition

  • 28 1月 2020

  All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.

• 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.

• 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.

• 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

  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

  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

  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

  Risk and reward for renewables developers in Asia’s booming power market

  • 22 9月 2022

  Asia Pacific continues to set the pace for power market growth, creating a US$1.8 trillion opportunity for renewables in the next decade – but developers’ risks are increasing.

• Opinion

  Making CCUS work in Asia Pacific

  • 03 10月 2022

  What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?

• Opinion

  The power of the PPA: corporate renewable procurement sets a new record in Asia Pacific

  • 08 11月 2022

  As decarbonisation ambitions grow across the Asia Pacific region, soaring fuel and power prices have improved the competitiveness of corporate renewable power purchase agreements (PPAs).

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• 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 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

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• 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.

• Webinar

  Can Australian operators prioritise the decarbonisation of LNG in a high-priced world?

  • 10 5月 2022

  Join us for our 'Can Australian operators prioritise the decarbonisation of LNG in a high-priced world?" webinar when we will discuss the latest research and developments in the region.

• Webinar

  Steel alloys – a defining moment

  • 04 5月 2022

  Join us for our "Steel Alloys – A Defining Moment" webinar when we will discuss the critical role in global decarbonisation efforts steel alloys will play.

• Opinion

  Asia’s decarbonisation ambition isn’t matching reality

  • 07 7月 2022

  Without action, a disorderly energy transition across Asia Pacific is looming.

• News Release

  Global gas and LNG – 6 trends to watch in 2022

  • 13 1月 2022

  Wood Mackenzie, releases its Global gas and LNG – 6 things to watch for in 2022 report.

• News Release

  Global energy storage set to triple in 2021

  • 07 10月 2021

  New research from global natural resources consultancy Wood Mackenzie, a Verisk business (Nasdaq: VRSK), shows annual global storage deployments will nearly triple year-on-year, reaching 12 GW/28 GWh in 2021. Across the world, economic recovery is top of mind for politicians, with renewable energy integration taking centre stage. Despite disruptions from the Covid-19 pandemic, Wood Mackenzie’s Global Energy Storage Outlook, released today, forecasts nearly 1 TWh of total demand from 2021-2030.

• Content

  2023ETS-hydrogen_draft

  • 18 7月 2022

  With Hydrogen emerging as a key energy vector in the global pursuit of a decarbonised energy supply, We look at how Australia is expected to play a pivotal role given its vast resources.

• Webinar

  Metals and Mining Briefing | Capturing value from carbon taxes

  • 08 7月 2021

  Join us on Thursday 8th July for a discussion with Wood Mackenzie’s senior metals and mining experts to understand how carbon taxes and stakeholder pressure are reshaping the metals and mining investment environment.

• Featured

  Exploration under the microscope in 2022

  • 13 12月 2021

  What lies ahead for oil and gas exploration? As investors and activists ask how the search for new fields squares with the need to accelerate the energy transition, our experts pick out five key themes to look for in 2022.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• Opinion

  How will the Asia Pacific upstream sector emerge from the crisis?

  • 17 6月 2020

  Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?