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Higher gas prices reshape production, demand, and injection trajectories heading into summer .
Lower LNG flows collide with already soft seasonal fundamentals.
Analyst takeaways from our annual conference
How a high-return, derisked LNG development is reshaping Woodside’s global position and attracting major capital partners.
In January, with Henry Hub spot prices averaging above $4.60/MMBtu, gas-fired generation's share of the thermal stack fell to 65%, the second-lowest monthly average since the 2022 price surge.
From rising gas demand for power generation to the long-term outlook for prices, we give you the lowdown on gas and LNG in North America.
Our subsurface experts recently published the latest edition of WoodMac’s Geothermal Market Update, which provides comprehensive insight into project and policy developments in the sector.
Storage maintaining record refill rate with summer heat approaching.
Transmission & reliability improvements, solar growth and rising demand from data centres are key for these power sector RTOs
Demand growth and an increase in severe weather, combined with a tighter thermal stack, mean this major US RTO is at a pivotal moment
Uncovering strategies for ensuring critical electrical equipment supply surety
Changes at the EIA spark questions about the continuity and accuracy of US energy reporting.
Federal reforms, LNG and power demand growth drive new project momentum, though regional roadblocks persist.
NYISO thunderstorm alerts: a trading opportunity
The US residential solar total addressable market will exceed the current US generation fleet, but how much adoption will realistically occur?
Soaring demand and manufacturing bottlenecks are creating a supply deficit in US power transformers, driving costs up
Analysts from Wood Mackenzie’s Biomethane Service recently assessed the North American biomethane market – what drives it and holds it back, the outlook for supply and demand, as well as pricing and policy development.
Utility commitments to large loads reveal new clarity on where and when data centre capacity will emerge
From idle ships to soaring Asian demand, discover how geopolitics and regulation are rewriting the rules of LNG shipping
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
PJM's capacity auction hits price cap whilst MISO experiences record interregional flows, highlighting growing supply-demand imbalances across major electricity markets
Rising Permian supply brings new compositional and cost challenges for LNG exporters.
With extreme power market volatility and price fluctuations which cause uncertainty in trading and asset valuations, the need for price forecasting at a nodal level has never been greater
Day rates have held firm despite significant softening in oil prices since 2022, but can high prices pre-vail much longer?
A year shaped by policy uncertainty, supply growth, and structural shifts in refining and trade flows.
Storage inventories peak at 3.96 Tcf after third-largest injection season of the last decade.
Oil and gas face diverging paths in the US Lower 48 in 2026.
Escalating electricity prices create a new landscape for post-ITC commercial solar development
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