Search

How will Russia respond to Europe's changing gas market?

22 July 2019

Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?

Opinion

Australia's east coast gas market – how LNG changes everything

27 September 2018

At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?

Opinion

Growth and opportunities in Southeast Asian LNG and power

05 October 2017

As the region grows richer, energy demand is booming, leading to buoyant gas, LNG and power markets.

Opinion

Energy view to 2035 in five charts

15 June 2017

We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.

Opinion

European oil storage: Competitiveness is key to identifying sustainable investments

22 March 2017

Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

Opinion

Asia’s central banks are getting serious on sustainability

10 March 2020

As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

Opinion

China’s deteriorating air quality indicates a recovery is underway

24 March 2020

As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

Opinion

Has the Lower 48 got the financial strength to ride out the storm?

17 April 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

Opinion

Coronavirus: tracking the impact on European gas, power and chemicals

22 April 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Opinion

European gas markets feel the pressure – but there are signs of recovery

28 April 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

Opinion

When will the global gas market recover from coronavirus?

26 May 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Opinion

What a second wave of lockdowns would mean for Asia’s oil and gas markets

18 August 2020

Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

Opinion

Could coal and renewables put the squeeze on gas?

16 September 2020

Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

Opinion

Will the pandemic also claim refinery victims?

23 September 2020

The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.

Opinion

Henry Hub prices have gone global

24 November 2020

Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

Opinion

Asian buyers stay cool as US LNG hit by the deep freeze

24 February 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Opinion

China-US relations, tech wars and climate change

26 January 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Opinion

Myanmar’s woes increase

15 April 2021

Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

Opinion

Eni and bp get up close and personal in Angola

09 June 2021

Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola

Opinion

China becomes the world’s largest LNG market

16 June 2021

With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

Opinion

What lies beneath: why Middle East upstream resources are so advantaged

05 July 2021

With future oil and gas demand highly uncertain, advantaged resources with the lowest costs, lowest carbon emissions and best economics stand the greatest chance of being commercialised. The Middle East won the geological lottery, but how does it fare on other fronts?

Opinion

COP26: how the energy and natural resources industries are responding to climate change challenges

04 August 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

Opinion

COP26: make or break for global emissions trading

11 August 2021

Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

Opinion

Will the US gas market be a tricky balancing act this winter?

11 August 2021

Rallying prices underscore the delicate supply-demand balance in an increasingly global market

Opinion

COP26: the future of upstream is in governments' hands

25 August 2021

Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

Opinion

The future of China’s gas demand

05 October 2021

China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?

Opinion

What a difference a year makes – Asia’s energy leaders discuss an uncertain future

21 October 2021

Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

Opinion

Can Asia avert a gas supply crisis?

23 November 2021

Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.

Opinion

2022 – cheerful or fearful?

16 December 2021

After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

Opinion

Why a carbon-neutral Winter Olympics matters to China

10 February 2022

There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?

Upstream

Emissions & Carbon Management

Energy Transition Scenarios & Technologies

Power & Renewables

Gas & LNG

Metals & Mining

Oils & Chemicals

Commodity Trading Analytics

Supply Chain Analytics

Consulting

Wood Mackenzie Events

Industry

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

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: 510

How will Russia respond to Europe's changing gas market?

Australia's east coast gas market – how LNG changes everything

Growth and opportunities in Southeast Asian LNG and power

Energy view to 2035 in five charts

European oil storage: Competitiveness is key to identifying sustainable investments

Asia’s central banks are getting serious on sustainability

China’s deteriorating air quality indicates a recovery is underway

Has the Lower 48 got the financial strength to ride out the storm?

Coronavirus: tracking the impact on European gas, power and chemicals

European gas markets feel the pressure – but there are signs of recovery

When will the global gas market recover from coronavirus?

What a second wave of lockdowns would mean for Asia’s oil and gas markets

Could coal and renewables put the squeeze on gas?

Will the pandemic also claim refinery victims?

Henry Hub prices have gone global

Asian buyers stay cool as US LNG hit by the deep freeze

China-US relations, tech wars and climate change

Myanmar’s woes increase

Eni and bp get up close and personal in Angola

China becomes the world’s largest LNG market

What lies beneath: why Middle East upstream resources are so advantaged

COP26: how the energy and natural resources industries are responding to climate change challenges

COP26: make or break for global emissions trading

Will the US gas market be a tricky balancing act this winter?

COP26: the future of upstream is in governments' hands

The future of China’s gas demand

What a difference a year makes – Asia’s energy leaders discuss an uncertain future

Can Asia avert a gas supply crisis?

2022 – cheerful or fearful?

Why a carbon-neutral Winter Olympics matters to China

Sign up to the Inside Track weekly newsletter