Search

Is the price rally in energy and metals sustainable?

14 May 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

The Edge

How innovation and carbon are shaping future LNG supply

26 March 2021

LNG might be the last great growth opportunity in oil and gas. But the difficult investment environment and buyers’ appetite for low-carbon LNG are among the challenges facing developers.

The Edge

New LNG projects – all dressed up and no place to go

25 September 2020

LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?

The Edge

How gas bounces back from the coronavirus lows

19 May 2020

Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.

The Edge

What the energy world looks like in 2030

28 January 2020

This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

The Edge

The Edge: Asian NOCs, the energy transition and ESG

19 November 2019

Where does Asia stand on the energy transition? What are energy companies in the region doing to adapt? Are some further down the road than others? Much of LNG’s strong growth outlook reflects Asian demand but are its credentials as a bridging fuel for the transition all that good? And what does the US-China trade dispute mean for the region?

The Edge

LNG investment needed through the downturn

16 April 2019

Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

The Edge

Could US gas producers capture more margin?

28 November 2018

A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?

The Edge

Is LNG poised for a new growth cycle?

11 September 2018

This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.

The Edge

LNG markets: the way we were…and how suppliers need to position for the future

05 April 2017

How do traditional LNG suppliers, a group dominated by some of the biggest oil and gas producers, play a part in sorting things out? As the industry gathers in Tokyo for Gastech, we think there are four main elements that need addressed.

The Edge

Majors' capital allocation in a stuttering energy transition

03 March 2025

As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

The Edge

Gastech 2025: when will the music stop for US LNG?

19 September 2025

US LNG confidence is high, but is the industry heading toward oversupply? Explore the risks and opportunities revealed at Gastech 2025

The Edge

Five themes shaping the energy world in 2026

08 January 2026

From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026

The Edge

The energy crisis is coming to the boil

19 March 2026

Simon covers energy markets and geopolitics, analyzing how global crises shape oil, gas, and LNG supply and pricing

The Edge

How the Iran war could change energy markets

02 April 2026

The Iran war is pushing countries to rethink energy independence, what does this mean for oil, gas and the future of power?

The Edge

Ceasefire in the Middle East

09 April 2026

A ceasefire offers relief but the path to restoring Gulf energy flows is far from certain.

Opinion

Middle East conflict spurs interest in American resources

27 April 2026

From Venezuela to Alaska, new momentum in Western Hemisphere energy production is reshaping the future of oil, gas and energy security.

Opinion

Iran conflict a test of US energy supply response

06 March 2026

A look at how Middle East disruption is exposing the limits of US energy independence, and what it means for global oil and LNG supply

Opinion

Supply chain constraints limit the growth of gas-fired generation in the US

20 February 2026

Ed Crooks examines how turbine shortages may cap gas generation growth just as AI-driven power demand surges

Opinion

The Energy Pulse review of 2025

19 December 2025

Ten under-the-radar and headline-making moments that reshaped global energy in 2025

News Release

Future of gas in energy transition to be defined in 2021

14 January 2021

2021 will be a defining year for the gas and LNG industry, says Wood Mackenzie in its latest outlook report.

Comment

China’s trucked LNG spot prices hit three-year high

12 January 2021

Spot prices of trucked LNG in China were highly volatile last month.

News Release

Over US$11 billion of Australian gas projects to be sanctioned in 2021

10 December 2020

Wood Mackenzie’s Australasian upstream 2021 outlook report shows at least US$11 billion of gas projects poised for FID in 2021.

News Release

China’s gas power plants bleed under pressure from lower tariffs and trade war

15 September 2020

China’s gas power plants are struggling to stay afloat as they face mounting pressure from lower tariffs and the ongoing trade war, says Wood Mackenzie.

News Release

Up to 7 mmtpa of spare capacity available at North West Shelf by 2027

07 September 2020

Wood Mackenzie’s latest report shows that the North West Shelf (NWS) LNG project could have up to 7 million tonnes per annum (mmpta) of spare capacity available by 2027. This equates to 40% of the project’s nominal capacity.

News Release

Renewable energy could reduce Asia Pacific LNG plant emissions by 8%

17 August 2020

Using renewable energy to power liquefied natural gas (LNG) plants in Asia Pacific could reduce emissions by about 8%, says Wood Mackenzie.

Comment

Shell's US$22bn write down 'signals fundamental change'

30 June 2020

Royal Dutch Shell said on 20 June it would write off assets worth up to $22 billion on the back of weakening oil and gas demand due to the coronavirus pandemic and a weaker energy price outlook.

News Release

Indonesia’s LNG demand continue to rise despite economic downturn

30 June 2020

Indonesia’s LNG demand is expected to be resilient against the coronavirus-led global economic downturn, says Wood Mackenzie. The country’s H2 2020 LNG demand could hit 3.1 million tonnes (Mt), a 1.2 Mt or 63% increase year-on-year.

News Release

Bangladesh to double its fossil fuel imports in a decade

14 May 2020

Bangladesh is expected to double its fossil fuel imports to 32 million tonnes of oil equivalent (Mtoe) between 2020 and 2030, says Wood Mackenzie.

News Release

Gas sector impacted by triple whammy of coronavirus, oil price crash and LNG oversupply

01 April 2020

In its latest short-term gas and LNG outlook report, Wood Mackenzie weighs the risks coronavirus, sustained low oil prices and LNG oversupply pose to the sector this year.

Upstream

Emissions & Carbon Management

Energy Transition Scenarios & Technologies

Power & Renewables

Gas & LNG

Metals & Mining

Oils & Chemicals

Trading Analytics

Supply Chain Analytics

Consulting

Wood Mackenzie Events

Webinars

Global events

Asia

Africa

Europe

North America

Power and renewables

Upstream oil and gas

Macroeconomics, risk and global trends

Oil and gas markets

Midstream oil and gas

LNG

Downstream oil refining

Coal

Metals markets

Metals costs

Chemicals

Wallmaps for sale

Lens - overview

Power & Renewables

Hydrogen

Upstream

Subsurface

Gas & LNG

Metals & Mining

Carbon

Emissions

Energy Transition

Lens Direct - API

Refine results

Article Category

Industry Sector

Commodity

Location

Search results: 582

Is the price rally in energy and metals sustainable?

How innovation and carbon are shaping future LNG supply

New LNG projects – all dressed up and no place to go

How gas bounces back from the coronavirus lows

What the energy world looks like in 2030

The Edge: Asian NOCs, the energy transition and ESG

LNG investment needed through the downturn

Could US gas producers capture more margin?

Is LNG poised for a new growth cycle?

LNG markets: the way we were…and how suppliers need to position for the future

Majors' capital allocation in a stuttering energy transition

Gastech 2025: when will the music stop for US LNG?

Five themes shaping the energy world in 2026

The energy crisis is coming to the boil

How the Iran war could change energy markets

Ceasefire in the Middle East

Middle East conflict spurs interest in American resources

Iran conflict a test of US energy supply response

Supply chain constraints limit the growth of gas-fired generation in the US

The Energy Pulse review of 2025

Future of gas in energy transition to be defined in 2021

China’s trucked LNG spot prices hit three-year high

Over US$11 billion of Australian gas projects to be sanctioned in 2021

China’s gas power plants bleed under pressure from lower tariffs and trade war

Up to 7 mmtpa of spare capacity available at North West Shelf by 2027

Renewable energy could reduce Asia Pacific LNG plant emissions by 8%

Shell's US$22bn write down 'signals fundamental change'

Indonesia’s LNG demand continue to rise despite economic downturn

Bangladesh to double its fossil fuel imports in a decade

Gas sector impacted by triple whammy of coronavirus, oil price crash and LNG oversupply

Sign up to the Inside Track weekly newsletter