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Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.
Changes at the EIA spark questions about the continuity and accuracy of US energy reporting.
As oil and gas exploration and production (E&P) companies push to meet demand through new discoveries and extended field life, analogue analysis remains critical.
A renewed focus on the country’s energy infrastructure has important implications for oil and refined products.
Millions of tonnes of chemical feedstocks stranded as petrochemical and polymer prices spike—how force majeure declarations and supply disruptions are accelerating long-term feedstock diversification
The refining and petrochemical sectors need to cut emissions, but how? We explore the opportunities and challenges.
A year shaped by policy uncertainty, supply growth, and structural shifts in refining and trade flows.
North America’s gas market is entering a structurally tighter phase in 2026, driven by rising LNG exports, growing data center demand, and evolving production dynamics. Explore the four key themes that will shape prices, supply, and infrastructure this year.
The coming year will see the global gas market move away from years of tightness toward a period of increased LNG supply. We look at the themes that will shape gas and LNG dynamics in 2026.
A landmark deal reunifies Syria’s energy system and reshapes its oil and gas outlook
As India Energy Week takes place in Goa, we explore how the country can balance growth, energy security and the transition effectively.
Could lower gas prices restore European industrial competitiveness, or will policy, regulation and security of supply issues get in the way?
The US/Israeli strike on Iran's leadership raises geopolitical tension to heights reminiscent of Russia's invasion of Ukraine four years ago.
Softer Henry Hub outlook spurs power demand gains, slower injections and rising winter 2026/27 price risk.
Moderate hedge volumes combined with historically low strike prices are limiting upside as crude prices approach $100/bbl.
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.
Without action, a disorderly energy transition across Asia Pacific is looming.
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
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.
Wood Mackenzie's APAC team looks at China’s re-opening and what it means for energy sector investment.
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.
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!
North-west Europe needs more regasification capacity – both to meet the region’s growing demand, and to soak up surplus volumes of liquefied natural gas (LNG) in the future, new research from global natural resources consultancy Wood Mackenzie shows.
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
In this episode of the Middle East and North Africa In Brief podcast, Ian Thom, Stewart Williams, Tor Soltvedt and Norman Valentine discuss the attack on Saudi Arabia's oil facilities in September.
European utilities are re-evaluating their exposure across the gas value chain against the backdrop of the energy transition.
India's national oil company ONGC has just unveiled its 2040 strategy. Get our latest analysis.
Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?
The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?
Our expert panel unpacks the longevity gap facing oil majors and the strategies, from AI to innovative deals, that could secure future supply while preserving capital discipline
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