Energy Pulse: in brief (18 August)

• 18 August 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

Global Gas Service

Global gas outlooks and insight to build a strategic view of the market

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

Third wave US LNG: a $100 billion opportunity

• 22 February 2023

A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.

What’s on the minds of CEOs?

• 07 October 2021

A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero

A revitalised oil and gas sector can play a key role in Indonesia’s energy transition

• 27 July 2023

Indonesia’s oil and gas sector must undergo a major overhaul in the way it operates if it is to realise the full potential of the country’s natural resources and support a successful energy transition, according to a new white paper by Wood Mackenzie, a global insight business for renewables, energy and natural resources.

Rebooting Asia’s energy transition

• 16 May 2024

Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

Wood Mackenzie 2021 Research Excellence Awards

• 28 March 2022

In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.

Power of Siberia begins gas supply to China (and why it’s ok for LNG)

• 16 December 2019

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.

IMO 2020 - Countdown to 1 January 2020

• 07 June 2019

The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

Natural Gas Supply & Demand

Guide your trading strategy with data and insights that help you understand market movements and price behaviour.

Complete ban on Russian commodity exports accelerate LNG growth and energy transition

• 16 June 2022

War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. While the precise timing and implementation of future bans on Russian commodity imports are difficult to predict, a rewriting of energy trade flows is now underway.

Is the Southern Cone gas industry finally ready for lift off?

• 05 November 2015

Brazil’s natural gas industry and that of its neighbors in the Southern Cone, such as Argentina and Chile, have labelled gas the ‘fuel of the future’. Has that future finally arrived?

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?

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 May 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

Europe needs to change course to hit 2030 emissions target

• 18 February 2021

Europe’s new 2030 emissions target of a 55% reduction over 1990 levels has made it the undisputed global leader in climate ambition. However, with the region still a long way from achieving this rapidly approaching goal, dramatic changes are needed.

Webinar | America Upstream Outlook 2025

• 13 February 2025

Join our webinar on the 13th February as we discuss the outlook for America Upstream oil and gas

How the energy transition can reduce the risk of future shocks

• 21 April 2022

Five key lessons from today's energy crisis on how to manage the shift to lower-carbon sources while strengthening energy security

What forces will shape global gas markets over the next two decades?

• 13 August 2020

Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

• 23 March 2023

What the end of China's 'zero Covid' strategy means for global energy and natural resources

US energy companies brace for tariff impact

• 07 February 2025

Breaking down the impact of US tariffs on energy, trade and global markets

Can Gazprom deliver Power of Siberia gas to China by 2020?

• 06 September 2017

In July, Gazprom and China National Petroleum Corporation (CNPC) announced first gas supplies via the Power of Siberia pipeline for 20 December 2019. Alongside a raft of projects starting up in 2019-2021, tax increases and low gas prices are straining Gasproms finances. We explore the risks for the Power of Siberia project.

Making sense of Asia’s sky-high spot LNG prices

• 20 January 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Coronavirus, China and the big oil crash

• 12 March 2020

Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

Upstream FIDs pushes on with lower costs

• 05 April 2018

As previously forecasted by Wood Mackenzie, 2017 saw a significant recovery in upstream FIDs, with the number of project sanctions more than doubled compared to 2016. Wood Mackenzie expects a similar total this year - circa 30 major project FIDs - supported by continued prudence in industry spending.

Gas, LNG & The Future of Energy 2027

• 23 June 2027

Wood Mackenzie's 5th annual Gas, LNG and the Future of Energy from 23-24 June 2027 is where the industry comes together in London to discuss the different market, investment and corporate dynamics shaping it, and the role of gas in supporting the energy transition. #WMGasLNGEvent

Market searches for new Henry Hub ceiling price as supply/demand response remains unusually muted

• 22 April 2022

The recent run up in natural gas prices - hitting its highest at Henry Hub since 2008 - is a result of more muted market balancing mechanisms than in the past, say analysts from Wood Mackenzie, a Verisk business (Nasdaq: VRSK).

How low could Asian spot LNG prices fall this summer?

• 07 April 2020

Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

Radical reform and China’s pathway to carbon neutrality

• 30 September 2020

Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

Webinar | Africa Upstream Outlook 2025

• 06 February 2025

Join our webinar on the 6th February as we discuss the outlook for Africa Upstream oil and gas