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Beijing’s commitment to purchase an additional $52.4 billion of energy from the US creates a huge opportunity, but is it realistic and what could be the consequences?
Coal-to-gas switching has been a regular feature of the European power market in recent years. But not so much in Japan and South Korea, two of the largest LNG and premium quality coal buyers in Asia. Market dynamics have shifted dramatically in 2020 - is the scene set for switching?
As I write this edition of the APAC Energy Buzz from my desk in Singapore I can see ships. Lots of ships.
Refiners are increasingly turning to chemicals production. But how much value does integration add? We take a closer look at the recent acquisition of Wuhan refinery by SK-Global Chemical and Sinopec to better understand the economics.
As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.
There’s no doubt the global LNG market needs China; it’s that simple. With some 165 million tons per annum (Mtpa) of new supply expected to take final investment decision between 2018 and 2021 and US$240 billion of investment required to bring this online, much attention is focused on how much China can consume.
September 14 drone strikes on Saudi Arabian oil and gas infrastructure at Abqaiq and Khurais highlighted the vulnerability of Asia's oil markets to an attack on facilities in the Middle East. Analysis from Gavin Thompson.
With 400,000 electric buses and rising, China leads the way. But e-bus growth is poised to accelerate in the US and Europe.
Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.
After the US raised tariffs from 10% to 25% on US$200 billion worth of imports from China, China has responded. How will escalating tariffs affect the petrochemicals industry?
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.
Reactions from the CWC LNG and Gas Summit held this year in Tokyo.
Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.
A less favourable economic backdrop means Covid-19 looks set to have a bigger impact than the 2003 SARS outbreak did.
Reports of the death of exploration have been greatly exaggerated. Since the 2014 oil price downturn, the industry has re-imagined exploration. Spend has halved since its peak, and only the boldest exploration teams now take difficult wells in tough locations to their investment committees.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
With its scale, diversity, and rapid change, Asia Pacific is driving the future of global energy markets.
Two weeks into the war in Iran: How will APAC cope with tightening supply and elevated energy prices? 17 March 2026.
Join Wood Mackenzie's experts to explore Southeast Asia’s solar market outlook, covering supply chains, storage policy, and cross border power trading. Gain insights for investment and development decisions.
Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.
In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.
On this Horizons Live, our panel dive into the hydrogen rainbow and explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.
ASEAN has to explore new ways of energy cooperation among its members.
As the region grows richer, energy demand is booming, leading to buoyant gas, LNG and power markets.
As Indonesia braces for higher LNG consumption, the country needs to address several issues, which can be used as learnings across emerging LNG markets around the world.
Does the recent sale of its BOPP and BOPET assets to Jindal Poly Films mean Dupont has left these markets for good? Simon King considers the deal.
ExxonMobil acquired Jurong Aromatics in May 2017, strengthen its aromatics supply position in south east Asia.
The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.
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.
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