• Opinion

  Energy transition is making its mark on Asia Pacific's major energy markets

  • 13 5月 2019

  APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.

• Opinion

  Poor capital discipline will drive difficult decisions for refiners

  • 07 5月 2019

  Sustained oil demand growth provides an opportunity for the refining sector. But is the refining sector being overly optimistic about the scale of the opportunity? And is it over-investing in total crude capacity? Get the latest analysis from Alan Gelder.

• Opinion

  4 key refining and chemical themes from Moscow

  • 23 4月 2019

  We've condensed dozens of discussions at Wood Mackenzie's first Russia downstream forum and the 7th CIS Petrochemicals 2019 Conference into 4 of the hottest topics.

• Opinion

  Deepwater's Latin America comeback

  • 16 4月 2019

  Latin America is the hotspot for deepwater project and exploration activity. As more top companies take a risk on exploration plays in the region, what challenges lie ahead?

• Opinion

  Middle East leads the pack in 2018 FID bonanza

  • 15 4月 2019

  11 projects sanctioned in the Middle East as producers look to take advantage of the lower cost environment. What’s behind the boom?

• Opinion

  Unlocking exploration’s hidden value

  • 21 3月 2019

  Exploration is making money again. After a difficult few years, the sector's disciplined approach has begun to bear fruit. How evaluate the true cost of exploration?

• Opinion

  Is the electric vehicle revolution more hype than reality?

  • 20 3月 2019

  The electric vehicle (EV) market has gained a tremendous interest from consumers, manufacturers and media over the past 5 years. However, the question everybody is asking is – is it more hype than reality?

• Opinion

  The calm before the storm for the nylon industry?

  • 17 12月 2018

  What if the current period is the calm before the storm for the nylon industry? Quentin de Carvalho looks at the 5 key issues for the industry to focus on in 2019.

• Opinion

  Revisiting the deepwater cost curve

  • 27 11月 2018

  Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 11月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  US tight oil piles pressure on refiners

  • 01 10月 2018

  Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

• Opinion

  Spot market not a reliable pricing mechanism, says GECF leader

  • 24 9月 2018

  Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.

• Opinion

  Dorado: Australia's biggest oil discovery this century

  • 17 8月 2018

  Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

• Opinion

  Regulatory clouds darken a bright outlook for refining

  • 27 7月 2018

  The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

• Opinion

  The future of exploration: Big wells mainly in deepwater and frontiers

  • 23 5月 2018

  Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

• Opinion

  What is the current state of the upstream industry?

  • 12 4月 2018

  We asked our clients what they thought 2018 will bring. There were two main themes: digitalisation and the energy transition.

• Opinion

  Five issues keeping executives awake at night

  • 22 3月 2018

  We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

• Opinion

  Teaming up with CWC for the LNG and Gas Summit

  • 12 3月 2018

  Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

• Opinion

  Is natural gas more emissions intensive than coal?

  • 25 1月 2018

  Gavin Law discusses what we know about CO2 emissions along the value chains of both gas and coal

• Opinion

  Is the outlook for China's petrochemicals market hanging in the balance?

  • 09 1月 2018

  China's luckiest number is 8 – so we posed 8 questions to Steve Jenkins, Vice President Consulting - Chemicals, Polymers & Fibres about China's petrochemicals market.

• Opinion

  How will China's waste plastic ban impact the global recycling chain?

  • 05 12月 2017

  The Chinese government's plans to ban waste imports, including plastics and RPET waste products by the end of 2017 could have significant repercussions; not only for the Chinese fibre industry but also for the global recycling chain.

• Opinion

  Can North American Independents remain internationally diversified?

  • 31 10月 2017

  Exploring the hybrid investment patterns of North American Independent E&Ps.

• Opinion

  Switching gears on olefins production?

  • 12 10月 2017

  Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.

• Opinion

  LNG trucking takes off in China

  • 04 10月 2017

  We explore the new business models supporting growth

• Opinion

  5 unintended consequences of Australia's gas market intervention

  • 07 8月 2017

  On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

• Opinion

  Boom times: American ethylene's reversal of fortunes

  • 27 6月 2017

  Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.

• Opinion

  China and LNG: 5 takeaways from the CWC Gas and LNG Summit

  • 11 6月 2017

  The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?

• Opinion

  US COP21 withdrawal: Is this actually a step forward?

  • 02 6月 2017

  On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

• Opinion

  The LNG wars — Will short run marginal costs be the deciding factor?

  • 16 5月 2017

  Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.

• Opinion

  Royalty increases in Brazil: a renewed burden for iron ore miners or a threat to their international competitiveness?

  • 28 4月 2017

  The new mining code may become effective in less than four months, meaning extra costs for local mining companies.