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A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero
Industrialising a nascent technology that’s critical for net zero targets
We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?
LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.
LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?
The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?
The maths supports a bearish view for the next three years, based on our latest long-term outlook. We forecast LNG supply to increase by over 30% by 2020 as US, Australian and Russian projects crank up.
With the future of the IRA in doubt, the renewable energy sector faces significant challenges in meeting growing US power demand - discover what’s at stake for solar, wind and storage industries.
How will a Ukraine peace agreement reshape global gas and LNG markets? Discover key scenarios and their far-reaching consequences for energy trade and prices.
From rising US LNG exports to shifting gas prices and Russia's impact - discover what’s shaping the future of global LNG
US LNG is surging ahead - but is its rapid growth setting the stage for oversupply?
Our gas and LNG experts assess how the Middle East conflict could reshape global LNG supply, prices and energy policy
US strikes on Iran raise geopolitical tensions and energy risks; oil, LNG markets react cautiously. Plus: clean energy tax cuts, Spain blackout inquiry.
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
Breaking down the impact of US tariffs on energy, trade and global markets
Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.
News and views in brief from some of our global energy specialists, including challenges for offshore wind in Europe, Equinor buys renewables assets in Brazil, China adds to its LNG import capacity, and a potentially revolutionary scientific discovery.
Investment in US LNG is booming. But projects that have not taken FID could be hit by new export rules
This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.
Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.
European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome
What does Wood Mackenzie’s new unique Supply & Demand modelling reveal about trading opportunities over the next 18 months?
What has changed in the last 7 months, and what challenges lie ahead for Canada?
As gas demand continues to grow, end users are stepping up to underpin midstream projects to secure long-term supply.
NG3 is online early - adding new Haynesville takeaway capacity to meet growing LNG demand
Rising Permian supply brings new compositional and cost challenges for LNG exporters.
Insights on key market trends, regional dynamics, and short-term LNG outlooks.
Key themes included the impact of geopolitics on demand, the enduring role of gas in the supply mix and the bumpy road ahead for LNG.
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