Getting China back on track

• 24 octubre 2024

Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

The Energy Gang’s review of the year in energy

• 23 diciembre 2024

China’s booming EV industry, AI and clean energy, questions over hydrogen, and the other big stories from 2024

Major Chinese companies leading the charge in renewed Belt and Road push

• 24 junio 2019

CNPC and CNOOC have each acquired a 10% stake in Novatek’s Arctic LNG-2 project. What’s the significance for China's Belt and Road Initiative?

What does the US-China trade war mean for US LNG projects?

• 24 junio 2019

Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.

China’s energy markets feel the squeeze

• 11 junio 2019

When the US sneezes, China catches a cold or so they say. Certainly when the US decides to stack tariffs onto the price of imported Chinese goods, China’s economy, central to global economic growth, slows down. That’s already started to happen – even before the latest increase in tariffs starts to have an effect.

North America gas: could LNG project delays dampen prices further?

• 28 mayo 2019

Low prices may be the best cure for North American gas markets.

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

• 13 mayo 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.

LNG investment needed through the downturn

• 16 abril 2019

Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

What will US$200 billion of investment do for the global LNG industry?

• 25 abril 2019

The LNG boom is back, and it represents a major boon to engineering, procurement and construction contractors, who've found the past few years challenging. Find out what US$200 billion of investment means for the industry and why this boom is different to 2010-2014.

Is 2019 the year of the much-talked-about LNG oversupply?

• 07 enero 2019

As we enter 2019, the mood in the LNG market is mixed. The big LNG buyers are back, and we are set for a record year for supply in terms of both production growth and new project FIDs. What will 2019 look like? And what could happen that will shape the market longer term?

Global LNG markets move from oversupply to rebalancing

• 13 junio 2018

Fears of an oversupplied liquefied natural gas (LNG) market are beginning to ease as indications point towards a more modest rebalancing. Much of last year’s oversupply was absorbed by record demand from China. But can the market, particularly in Europe, absorb future LNG supply?

Teaming up with CWC for the LNG and Gas Summit

• 12 marzo 2018

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

Global Gas Model

The Global Gas Model runs global gas market simulations under various supply, demand, piped, storage, contract sales and producer behaviour assumptions.

What does peak oil demand mean for the future of gas?

• 16 noviembre 2017

Could gas be a bridging fuel in a peak oil demand scenario?

Can LNG save China from winter gas shortages?

• 30 noviembre 2017

With new restrictions on the use of coal for heating in ‘2+26’ cities and the industrial sector, China’s gas demand is set to hit record highs this winter — growing by 23 bcm.

PTT and PETRONAS search for LNG supply and demand balance

• 11 agosto 2017

In this podcast, our Asia Pacific upstream research team discusses LNG demand in Southeast Asia, emerging buyers and the outlook for LNG backfill options in Australia.

Could US gas producers capture more margin?

• 28 noviembre 2018

A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?

New LNG projects – all dressed up and no place to go

• 25 septiembre 2020

LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?

Natural Gas

• 16 noviembre 2020

Stay ahead of natural gas markets with our industry leading analysis based on the highest quality public and proprietary data sources.

A Major transition for Sub-Saharan Africa?

• 09 septiembre 2020

Sub-Saharan Africa has for decades been a cornerstone of the Majors' portfolios but that is changing as they position themselves for the energy transition. This means cutting back on oil investments and slimming down upstream portfolios to meet bold emissions targets.

In conversation with Asia Pacific’s CEOs

• 04 noviembre 2020

We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

The future of gas investment

• 12 noviembre 2020

Capital is the lifeblood of the global gas industry. But with investment criteria changing fast, companies must respond.

What is carbon-neutral LNG?

• 18 noviembre 2020

LNG ranks among the most emission-intensive resource themes across the oil and gas sector.

Biden, China and politics of energy

• 11 noviembre 2020

As the new administration looks to take the US back into the Paris climate agreement, will the US and China work together on tackling global warming?

Big themes and risks for energy in 2021

• 11 diciembre 2020

After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

What happens to gas and LNG if the energy transition accelerates?

• 10 diciembre 2020

Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?

LNG exports drive expansion of North American natural gas market, adding 29 bcfd of production by 2033

• 17 noviembre 2022

Driven by a surge in LNG exports, the North America natural gas market will support 29 billion cubic feet per day (bcfd) of production from 2022-2033, tripling its current market size, according to a new report from Wood Mackenzie.

Wood Mackenzie launches Lens Gas & LNG

• 15 noviembre 2022

Wood Mackenzie, the leading provider of decision intelligence for the world’s natural resources sector, has launched Lens Gas & LNG, a new data analytics solution that offers a uniquely integrated view that connects markets and assets on a global scale.

PNG government calls off P'nyang Gas Agreement negotiations

• 03 febrero 2020

The government of PNG has called-off negotiations on the development of the ExxonMobil-operated P’nyang gas field.

New CEO Looney rings changes at BP with ambitious climate plan

• 12 febrero 2020

Speaking after BP’s new chief executive Bernard Looney unveiled the major’s ambitious climate commitments today, Luke Parker, vice president, corporate analysis, said: “BP joins Shell, Total, Equinor and Repsol in making a major commitment to reduce its net carbon footprint. “This marks a major turnaround in BP’s position. Just 12 months ago former CEO Bob Dudley said the company could not be held accountable for how people use its products. Looney is taking the company in a very different direction.” Parker added: “It’s an ambition, rather than a target, but the commitment appears to be unconditional. In terms of scale of commitment, this puts BP towards the top of the pack, along with Repsol and Equinor. “This will see BP’s business completely transformed over the coming decades: renewables and carbon abatement will get very big, legacy oil and gas will eventually get smaller. But the transition to 2050 is a multi-decade transition - not something that will happen in the next year or so.”