• Opinion

  A wild ride ahead for petchems?

  • 04 3月 2017

  Steve Zinger discusses the five market changes which are set to make waves in the global petchems markets.

• Opinion

  Will deals walk the optimistic talk of NAPE?

  • 21 2月 2017

  NAPE 2017 was a great show, and optimism is back in the oil patch.

• Opinion

  Evolving opportunities and challenges in the PET industry

  • 02 2月 2017

  The recent PET 2020 conference in Brussels brought the industry together to reflect on how Europe's PET recycling model has become a benchmark in the wider market.

• Opinion

  LNG supply on the up and up

  • 06 12月 2016

  Despite the LNG industry’s well-documented challenges, there are reasons to be positive.

• Opinion

  Progress on opex, but will it stick?

  • 30 9月 2016

  The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.

• Opinion

  Can fiscal policy help the oil industry to ‘do a Leicester’?

  • 31 5月 2016

  Governments are telling the oil companies that they need to ‘do a Leicester’. That is, maintain (or even improve on) their best performance — investment, production — but at a fraction of the cost.

• Opinion

  Breaking the cycle? Cost efficiency in upstream oil and gas

  • 10 12月 2015

  The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

• Opinion

  Is the Southern Cone gas industry finally ready for lift off?

  • 05 11月 2015

  Brazil’s natural gas industry and that of its neighbors in the Southern Cone, such as Argentina and Chile, have labelled gas the ‘fuel of the future’. Has that future finally arrived?

• Opinion

  What if Bernie Sanders banned fracking in the Lower 48?

  • 12 2月 2020

  As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

• 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

  What’s behind the energy storage boom?

  • 06 4月 2020

  We answer frequently asked questions about the fast-growing energy storage market

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 2月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• Opinion

  Coronavirus: could flexible packaging reduce the threat of future outbreaks?

  • 04 3月 2020

  The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• 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

  Coronavirus, China and the big oil crash

  • 12 3月 2020

  Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Opinion

  Trump's art of the OPEC deal

  • 13 4月 2020

  In this episode of our Asia-Pacific energy podcast, we discuss this weekend's OPEC agreement.

• Opinion

  Will Namibia become a major deepwater oil producer?

  • 22 11月 2023

  New discoveries make the Orange Sub-basin the world’s hottest oil and gas exploration play

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Opinion

  Who will win the tug of war over shale service costs?

  • 06 3月 2020

  Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• 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.

• 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.

• Opinion

  How the top microgrid developers do business

  • 09 1月 2020

  American microgrid developers are taking two distinct approaches

• Opinion

  MENA upstream: 2019 in review – and a look ahead

  • 07 1月 2020

  In this episode of the MENA in Brief podcast, Ian Thom and his expert guests look at 2019 in review, and share their view on what lies ahead in 2020.

• 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

  Western wind turbine manufacturers are prioritising profit over volume, opening the door for Chinese market share growth

  • 13 9月 2023

  Despite short-term challenges, all leading wind turbine manufacturers will double their annual installed capacity over the next decade, driven by soaring wind demand