Strait talking: Iran war scenarios and the future of energy

• 20 May 2026

A prolonged Strait of Hormuz closure is the greatest single risk to energy markets today. Wood Mackenzie maps three scenarios — and what each means for oil, LNG and the global economy.

A hydrocarbon copy: the upstream industry’s return to international shale exploration

• 16 April 2026

A second round of global unconventional exploration is underway – and ‘global shale 2.0’ could look very different.

The LNG lifeline:​ will cheaper global gas resuscitate European industry?

• 26 January 2026

European industrial competitiveness has been hit hard by soaring gas and electricity prices that have widened an already significant price gap with the US and China.  A new wave of cheaper LNG supply could be about to throw a lifeline – but can it close the gap?

Staying power: how new energy realities risk extending coal's sunset

• 17 July 2025

In this Horizons, we explore a new global high thermal coal demand case, examining the drivers of a higher outlook for coal and what this means for investors, technologies and global climate goals.

Trading cases: tariff scenarios for taxing times

• 21 May 2025

In this edition of Horizons, we explore how the Trump administration's 'Liberation Day' tariffs marked a pivotal moment in global trade, potentially reversing the effects of China's 2001 WTO entry and accelerating deglobalization trends.

Tough at the top: the threats to US energy dominance

• 10 April 2025

In this edition of Horizons, we explore how the Trump administration has put US “energy dominance” at the top of its agenda alongside tariffs and international trade.

Conversation starters: five energy charts to get you talking

• 03 December 2024

In our final Horizons of 2024, we have compiled five charts to make you think. We start and end with charts on the power markets of the world’s two largest economies, the US and China.

Carbon removals: the 'net' in net zero

• 19 September 2024

The world is not decarbonising quickly enough to reach net zero.

Waste to wealth: unlocking circular value chains​

• 15 July 2024

The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This Horizons highlights the paradigmatic shift that is required to make progress, and highlights three case studies that serve as examples of how we can initiate change.​

Adding fire to e-fuels: are synthetic fuels the key to unlocking growth in hydrogen?

• 11 June 2024

Identifying pathways from legacy fuels into low-carbon alternatives is a perennial challenge for incumbent energy players. Finding the optimal blend of competitive hydrogen costs, CO2 sourcing and policy support will be key.

The nuclear option: making new nuclear power viable in the energy transition

• 18 May 2023

The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.

Avoiding pand-ammonia: how to kick-start a global low-carbon ammonia industry

• 17 November 2022

Ammonia shapes modern life in every way imaginable. As the basis for all nitrogen fertilisers, industrial ammonia has truly changed the world.

Energy super basins: where the renewable, CCS and upstream stars align

• 21 July 2022

The world’s need for sustainable energy is set to change the geography of the oil and gas industry, increasingly entwining it with renewables. The upstream industry of the 2030s and beyond, therefore, must focus on where its synergies with new energies are strongest.

Security alert: five lessons from the energy crisis

• 21 April 2022

The crisis caused by Russia’s invasion of Ukraine is the most significant shock to world energy markets since the 1970s. Read more.

Commit and collaborate: squaring the carbon circle for oil & gas

• 19 August 2021

The commodity price upcycle provides a golden opportunity to accelerate emissions reduction. Read more....

Champagne supercycle: taking the fizz out of the commodity boom

• 15 July 2021

Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.

Enlit Asia 2022

• 03 August 2022

Get the unique view from the official knowledge partner of Enlit Asia | 20-22 September

Gastech 2022

• 03 August 2022

Get the inside view from the official knowledge partner of Gastech Milan 2022 | 5-8 September

Distress in energy and natural resources

• 22 May 2020

Helping investors evaluate opportunities in energy and natural resources during the Covid-19 crisis

Oil: Our Latest Thinking

• 16 November 2020

Get the latest oil news and insight from our energy industry experts.

Natural Gas

• 16 November 2020

Stay ahead of natural gas markets with our industry leading analysis based on the highest quality public and proprietary data sources.

North America Crude Markets Service

Forecast North American crude flows through all major pipelines, hubs and export terminals to support strategic planning, market analysis and valuation work.

European Energy Service

Stay on top of key fundamentals and get to the bottom of Europe's dynamic energy markets with our European Energy Service.

Geopolitics and the transition from oil to electric vehicles

• 23 October 2018

Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.

Horizons Live: Scraping the barrel

• 07 March 2023

On this Horizons Live replay, Simon Flowers, Chairman and Chief Analyst, is joined by Andrew Latham, Vice President, Energy Research and Ann-Louise Hittle, Head of Macro Oils to discuss whether the world is running out of high-quality oil and gas.

Carbon removal key to meeting Paris Agreement target

• 24 June 2021

Achieving the 2°C goal of the Paris Agreement will require more than simply avoiding carbon. To cap global warming at 1.5°C or even 2°C, carbon removal will be essential. Research from global natural resources consultancy Wood Mackenzie, a Verisk business (Nasdaq:VRSK), shows the key to effective large-scale carbon removal is unlocking potential economies of scale through basin-wide carbon capture and storage (CCS), effectively providing a community answer to a global problem.

Can Europe cope if Russia shuts off Ukraine gas transit?

• 19 December 2019

The gas transit and supply contracts between Russia and Ukraine expire at 10 am on 1 January 2020 (Moscow time) – the future of Ukraine transit remains the largest uncertainty for global gas markets in 2020. Murray Douglas, director, European gas at global natural resources consultancy Wood Mackenzie, said: “Ukraine remains the major transit route for Russian gas into Europe – over 76 billion cubic metres (cm) will be transported via Ukraine this year."

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

Vaccinations point the way to energy demand recovery

• 19 March 2021

It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

Nigerian lawmakers pass petroleum bill – but there is still work to do

• 02 July 2021

Speaking after the Petroleum Industry Bill (PIB) was passed by the Nigerian National Assembly on 1 July, Mansur Mohammed, head of West Africa content on Wood Mackenzie’s sub-Saharan Africa upstream research team, said: “The Senate and House each passed different versions of the bill, which will now require reconciliation before it is sent to the president for assent into law. So there is still outstanding work to do before the PIB becomes law, but we see momentum behind the bill.”