• News Release

  Tsingshan Indonesia shakes up stainless steel markets in South East Asia

  • 15 julio 2019

  Shockwaves from Tsingshan's new stainless steel hub in Indonesia are reverberating across South East Asia and beyond, according to Wood Mackenzie

• News Release

  China to become largest energy storage market in Asia Pacific by 2024

  • 09 julio 2019

  China’s cumulative energy storage capacity is projected to skyrocket from 489 megawatts (MW) or 843 megawatt-hours (MWh) in 2017 to 12.5 gigawatts (GW) or 32.1GWh in 2024. This represents an increase in the installed base of 25 times.

• News Release

  India leads with lowest renewable cost in Asia Pacific

  • 29 julio 2019

  India has emerged as the market leader with the lowest renewable energy cost in Asia Pacific, new research from Wood Mackenzie found.

• News Release

  Data consortiums signal the future of oil and gas

  • 07 agosto 2019

  Wood Mackenzie believes that discovering new value requires going beyond isolated datasets. The solution lies in data consortiums – cooperative platforms where companies can safely share quality data.

• Comment

  Aramco takes slice of Reliance’s refining and petchems businesses

  • 11 agosto 2019

  Saudi Aramco is to set to take a 20% stake in Reliance Industries' refining and petrochemical businesses.

• Opinion

  Can China’s CTO and MTO industries survive the threat of massive steam cracker investment?

  • 06 septiembre 2019

  In 2019, the total ethylene capacity from CTO/MTO units reached 5.21 million tonnes per annum (Mtpa), accounting for 21% of China’s total ethylene capacity. However, CTO and MTO development has slowed due to high methanol prices and environmental controls, as well as the threat from a new wave of steam cracker investment in China.

• News Release

  Coal is still king in Southeast Asia’s power market

  • 25 septiembre 2019

  According to a new report by Wood Mackenzie, coal will continue to be the dominant fuel source in power generation, peaking at 2027 before slowing down and accounting for 36% of the region’s generation mix in 2040.

• News Release

  What are ExxonMobil’s top 5 divestment targets in Asia Pacific?

  • 07 octubre 2019

  Wood Mackenzie has identified the five most likely disposal candidates after ExxonMobil signalled the start of its Asia Pacific divestment programme. Together, these opportunities are worth US$5 billion, and could contribute a third of the Supermajor's global divestment target.

• Comment

  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%.

• News Release

  Vietnam becomes Southeast Asia’s hottest solar PV market

  • 01 noviembre 2019

  Vietnam is now the leader in Southeast Asia’s solar photovoltaic (PV) market with the largest installed capacity in the region.

• News Release

  Asia Pacific’s decarbonisation bill to hit US$3.5 trillion in 2040

  • 12 noviembre 2019

  Recent research by Wood Mackenzie indicates that Asia Pacific’s decarbonisation bill could hit US$3.5 trillion by 2040. This includes investments in solar, wind, hydrogen, nuclear, and hydro power, collectively referred to as zero-carbon energy between now and 2040, under Wood Mackenzie’s accelerated transition scenario.

• News Release

  Seismic changes across upstream as industry grapples with energy transition

  • 12 noviembre 2019

  The energy transition is undoubtedly impacting corporate upstream strategies in significant and disruptive ways. Coupled with the post-2014 downturn in oil prices, Wood Mackenzie sees seismic changes in the way the industry allocates capital across development, exploration and in particular M&A.

• News Release

  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.

• News Release

  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.

• Comment

  China bans single-use plastic

  • 20 enero 2020

  On 19 January, China's National Development and Reform Commission and the Ministry of Ecology and Environment announced policies aimed at restricting production, sale, and use of single-use plastic products.

• News Release

  Iron ore – 5 things to watch in 2020

  • 20 enero 2020

  Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.

• Comment

  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

• Comment

  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.

• News Release

  Will renewables displace conventional fuels in Asia’s growth markets in the 2020s?

  • 05 febrero 2020

  In a new report, Wood Mackenzie highlights trends that will shape Asia Pacific’s power and renewables markets this decade.

• Comment

  French major Total to take 50% stake in Adani solar unit

  • 07 febrero 2020

  Speaking after French major Total announced it planned to buy a 50% stake in Indian company Adani Green Energy’s solar unit, Tom Heggarty, principal analyst with Wood Mackenzie’s Energy Transition Practice, said: “Total has been extremely active in the power and renewables M&A market as it seeks to diversify its activities and grow its exposure to the zero-carbon power sector."

• News Release

  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?

• Comment

  Jet fuel takes hit as Trump unveils US travel ban

  • 12 marzo 2020

  The travel ban announced by US President Donald Trump today is likely to have an immediate impact on jet fuel demand and prices across Europe and the US.

• News Release

  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.

• Comment

  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?

• News Release

  Oil price rout: which supply is most at risk of shut-in?

  • 27 marzo 2020

  The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

• Comment

  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.

• Comment

  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.

• Comment

  South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

  • 15 abril 2020

  South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

• News Release

  150 GW of renewables projects in Asia Pacific at risk in a coronavirus-led recession

  • 22 abril 2020

  Wood Mackenzie’s latest research shows that up to 150 gigawatts (GW) of wind and solar projects across the Asia Pacific could be delayed or cancelled over the next five years (2020 – 2024), if the coronavirus-led recession extends beyond 2020.

• Comment

  China's Two Sessions reiterates commitment to pollution control

  • 22 mayo 2020

  The topic of environmental protection continues to feature heavily in the Two Sessions today. Wood Mackenzie experts share some initial thoughts.