Polyethylene

Gain a comprehensive view of global supply and demand, price forecasts and petrochemical feedstock trends.

Breaking down the barriers to grid innovation

• 31 May 2024

When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.

Graphite Product Suite

Leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world

Bullish outlook for US gas - LNG exporters face margin squeeze in glutted market

• 01 December 2016

The sharp response of the physical market to the arrival of cold weather suggests fundamentals are tight and prices could go higher, whether it’s a cold winter or not. There are four main reasons why.

What will the 2020 elections mean for US energy?

• 21 October 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

Upstream M&A: more big deals in 2024?

• 10 January 2024

The US Majors made two huge upstream acquisitions towards the end of 2023, creating a frenzy of speculation as to how competitors will react.

Australia-China relations continue to sour

• 13 May 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

What’s on the minds of CEOs?

• 16 October 2020

We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

How uncertainty will define the oil market in 2021

• 28 January 2021

Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

Our top five takeaway messages from the CCUS conference 2023

• 20 October 2023

The CCUS landscape is evolving, and here’s a recap of some of our biggest learnings from the event.

Why oil price recovery has further to run

• 05 June 2020

Will the effect of coronavirus be more lasting for demand or supply? Will the oil price be lower-for-longer? Or, if demand recovers, could the sharp reduction in upstream investment lead to a tighter market and higher prices? Find out more in this week's Edge.

Devon seals WPX merger

• 28 September 2020

Speaking after the merger of Devon Energy and WPX Energy was announced this morning, Alex Beeker, principal analyst, corporate upstream, at Wood Mackenzie, said: “Tight oil consolidation has been underway for years, but extreme market volatility has slowed the process considerably. WTI has essentially hovered around US$40/bbl since June, with the stability likely closing the bid-ask spread. “We’ve expected Devon to make a move for some time. With US$1.5 billion in cash on its balance sheet (albeit earmarked for debt reduction), Devon is on a relatively strong financial footing. But Devon has been shrinking fast since its disposal program started in earnest about two years ago. The company’s net production is down 40% since 2018.”

Oil price crash dents timeline of Australia’s second wave of FIDs

• 26 March 2020

Wood Mackenzie’s latest analysis reveals that Australia’s next wave of LNG projects are likely to be delayed.

What does the Glasgow Climate Pact mean for Asia’s energy companies?

• 25 November 2021

Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

Upstream oil and gas: record cash flows and peak uncertainty

• 08 October 2021

Wood Mackenzie’s Global Energy Summit Upstream Focus Day has addressed some of the biggest issues facing the industry.

Can conventional oil projects compete with L48 oil?

• 14 March 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

OPEC‘s challenge in 2020: balancing an oversupplied oil market

• 03 December 2019

Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

US policy cranks up the risks to oil supply – and price

• 14 May 2019

Dwindling spare OPEC capacity leaves market vulnerable to disruption. Learn more.

Asia’s frozen upstream M&A sector begins to thaw

• 10 June 2021

Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

Webinar | APAC Upstream Outlook 2025

• 25 February 2025

Join our webinar on the 25th February as we discuss the outlook for APAC Upstream oil and gas

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

• 12 June 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.

Future Facing Commodities Forum 2024: your questions answered

• 15 April 2024

Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

Russia sanctions begin to threaten energy flows

• 08 March 2022

The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact

Google sets a new challenge for renewable energy

• 18 September 2020

Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7

Threats to oil supplies show the limits of US production growth

• 08 October 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

A wild ride ahead for petchems?

• 04 March 2017

Steve Zinger discusses the five market changes which are set to make waves in the global petchems markets.

Identifying key risks and uncertainties in 2020

• 17 December 2019

Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

Iron ore: how low can the price go?

• 25 March 2020

Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

• 27 May 2024

A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

The big question for onshore wind: what to do with ageing turbines?

• 19 February 2025

The big question for onshore wind: what to do with ageing turbines?