IMO 2020 – what does it mean for downstream, upstream, LNG and bulks sectors?

• 07 mayo 2019

Implementation of IMO 2020 regulation is just eight months away and its implications will be felt beyond refining and shipping. Wood Mackenzie's Asia Pacific experts weigh in on what this means for the different sectors.

Angry tweets, a new long march and an escalating trade war

• 12 junio 2019

In the latest APAC Energy Buzz, Wood Mackenzie's Asia Pacific Vice Chair, Gavin Thompson, shares the implications of the ongoing US-China trade disputes on the energy sector.

OPEC+ aims for balance as it rolls over output curbs

• 02 julio 2019

Speaking as the OPEC and OPEC+ meetings ended in Vienna today, Ann-Louise Hittle, vice president, Macro Oils, at global natural resources consultancy Wood Mackenzie, said: “The agreement to roll over production restraint was a foregone conclusion after the green light from Russia’s president, Vladimir Putin, at the G20 meeting for continued production restraint."

Santos to acquire ConocoPhillips northern Australian assets

• 14 octubre 2019

Santos announced today its plans to acquire ConocoPhillips’s northern Australian portfolio. This is a logical and attractive transaction for a number of reasons.

Total expands partnership with Adani on India's gas market

• 14 octubre 2019

Total announced today its partnership with Adani Group which includes two LNG terminals, Dhamra in East India and potentially Mundra in the West, as well as Adani Gas Limited, one of the 4 main distributors of city gas in India of which Adani holds 74.8% and of which Total will acquire 37.4%.

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

• 21 noviembre 2019

Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.

OPEC+ set to make its choice

• 05 diciembre 2019

OPEC+ gathers today and tomorrow to decide if the group should roll over its production restraint agreement or consider deeper cuts. The current agreement to reduce output by 1.2 million b/d runs to end March 2020. Ann-Louise Hittle, vice president, Macro Oils, said: “The idea of deeper cuts has been broached, but we consider that less likely to reach full agreement than a rollover of the standing agreement. The need for production restraint is clear. Slower US production growth is not enough to offset the ongoing imbalance between global supply and demand.”

Deeper OPEC+ supply cuts sends supportive signal to markets

• 06 diciembre 2019

After a marathon meeting, running late into the night of 5 December, the OPEC+ group has agreed to continue its current production restraint of 1.2 million barrels per day (b/d), and will add a further 0.5 million b/d of supply cuts through to March 2020.

Asia Pacific gas and LNG - 6 themes to watch in 2020

• 13 enero 2020

Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020.

US and China sign Phase One trade deal

• 16 enero 2020

Wood Mackenzie's Gavin Thompson provides a commentary on the US-China Phase One trade deal

China’s demand drops for first time since 2009 as coronavirus hits oil markets

• 04 febrero 2020

The near-term impact of the coronavirus outbreak on oil demand remains uncertain as much depends upon when and how China’s manufacturing industry restarts after the currently extended Lunar New Year public holiday.

OPEC+ ‘no deal’ a blow to the market

• 06 marzo 2020

The OPEC+ meeting broke up without a deal, what does it mean for the markets?

Oil price rout may trigger major industry shake-up

• 10 marzo 2020

As global markets reel in the wake of the oil price crash, Wood Mackenzie’ corporate analysis team believes the price collapse could be the trigger for a new phase of deep industry restructuring - one that rivals the changes seen in the late-1990s.

Industry slashes spending as price rout deepens: Can companies cope?

• 19 marzo 2020

Survival mode has returned to the oil and gas sector as the oil price rout deepens. Corporate financials are in better shape than during the 2014/2015 crash, but room for manoeuvre is limited. Can companies cope with prices this low?

Can the North Sea survive the price rout?

• 23 marzo 2020

The North Sea has weathered several storms in its 50-year existence. But the events of the past few weeks mean the sector is entering uncharted waters. The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003.

India’s 21-day lockdown – Impact on commodities?

• 30 marzo 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this means for the power, coal, gas and LNG, and oil products sectors.

Collapsing demand sets the terms in the OPEC+ battle for market share

• 09 abril 2020

Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

Equity special winter report: flush production

• 08 diciembre 2023

Exploring operator strategies and regional dynamics in the surging US gas market

COP28: This year’s COP is breaking new ground | Podcast

• 06 diciembre 2023

Ed Crooks is joined by Dr. Melissa Lott and Michael Webber as they dissect the latest energy trends at COP28. Phase out vs phase down is still the big topic, and the team give their take on the future of fossil fuels.

COP28: The Energy Gang on the ground at COP28: the summit so far | Podcast

• 04 diciembre 2023

In the inaugural instalment of our on-the-ground coverage at COP28, Ed Crooks is joined by Amy Harder and Bill Spindle from Cipher to discuss the significant developments unfolding in Dubai.

COP28 preview: five things to look for

• 23 noviembre 2023

Paris reset or Groundhog Day?

Lower 48 winter gas production surge

• 20 noviembre 2023

Behind the numbers: exploring the latest winter gas production rise.

Thanksgiving special: a family debate about energy | Podcast

• 17 noviembre 2023

Join The Energy Gang for a Thanksgiving special! Toby and Danny Rice debate the role of natural gas in our quest for cleaner energy. Is it a solution or a compromise?

WoodMac’s Gas, LNG & Future of Energy conference – five key takeaways

• 17 noviembre 2023

Wood Mackenzie hosted its first Global Gas, LNG and the Future of Energy conference featuring keynote speakers from across the industry. These are our five key takeaways from the event.

North America Crude Markets Service

Invaluable North American crude oil value chain coverage with short and long-term outlooks giving you broad value chain coverage with weekly updates to keep you informed of market fundamental drivers.

How NOCs compare with IOCs on energy transition strategy

• 12 octubre 2023

There’s more than one route to resilience and sustainability

Are APAC’s retail markets full of Eastern promise for oil majors?

• 11 octubre 2023

Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.

Empowering energy security and sustainability

• 03 octubre 2023

Explore the pivotal role of LNG in global energy security & sustainable progress toward net-zero emissions through our new partnered reports.

Energy Pulse: in brief (1 September)

• 01 septiembre 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

Making Australia an energy transition leader

• 03 agosto 2023

Investment barriers still to be tackled