Search

Opinion

Japan pulls no punches on risks to Australian LNG exports

12 April 2023

Business leaders see confidence in Australia’s investment climate at risk.

Opinion

Will a supply response help avoid US gas storage containment this summer?

27 April 2023

Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.

Opinion

Oil and gas Majors: venture capital strategies for the energy transition

01 May 2023

The Majors have focused investment in nine areas of energy transition technology

Opinion

Harbour and Talos in merger discussions – what are the drivers?

08 June 2023

According to a Reuters report, North Sea producer Harbour Energy is in talks with GoM-focused Talos Energy over a potential merger. Conslidation continues to drive upstream M&A as companies look to increase resilience and diversify portfolios.

Opinion

Can Australia create energy super basins?

26 July 2023

How can Australia transition from traditional upstream to advantaged energy super basins, and why is action needed?

Partnered Content

Empowering energy security and sustainability

03 October 2023

Explore the pivotal role of LNG in global energy security & sustainable progress toward net-zero emissions through our new partnered reports.

Opinion

Lower 48 winter gas production surge

20 November 2023

Behind the numbers: exploring the latest winter gas production rise.

Opinion

Equity special winter report: flush production

08 December 2023

Exploring operator strategies and regional dynamics in the surging US gas market

Opinion

Cold weather impacts on US natural gas

28 February 2024

A round up of the impact of severe cold weather on the US LNG market so far in 2024

Opinion

Three key takeaways from our Europe gas markets short-term outlook Q1 2024

14 March 2024

How will changes in supply and demand affect pricing dynamics for European gas in 2024 and beyond?

Opinion

China’s zonal gas transmission tariff: changes and implications

26 March 2024

Simplified tariffs will facilitate supply optimisation and gas-on-gas competition

News Release

Five consequences of a Biden administration for US energy

07 November 2020

Joe Biden offered American voters a radically different vision of energy policy from President Donald Trump, focused on addressing the threat of climate change. He will enter the White House with a goal of setting the US on course for net zero greenhouse gas emissions by 2050 and will take the US back into the Paris climate agreement.

News Release

Portfolio resilience and sustainability at the core of corporate concerns

20 October 2020

Wood Mackenzie’s 2020 Energy and Commodities Summit Asia Pacific edition kickstarted yesterday. Experts shared their views on how the energy sector is changing in light of the oil price crash, Covid-19 and the latest carbon-neutrality trends.

Comment

China pledges to be carbon-neutral by 2060

23 September 2020

On 22 September, China announced its ambition to be carbon-neutral by 2060. Wood Mackenzie experts weigh in on what this means.

News Release

Argentina weighs new price subsidy, but freezes gas tariffs

25 June 2020

Gas pricing and market regulation are again under discussion in Argentina. The coronavirus pandemic has weakened an already vulnerable economy, with the impact felt in the gas market. To maintain low gas prices for end-users, the new administration has imposed a tariff freeze until the end of 2020.

News Release

UK gas market faces Covid-19 deadlock

21 May 2020

The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.

News Release

Ukraine may hold key to Europe’s gas storage crunch

16 April 2020

European gas storage is almost full to the brim – and with the mild weather, coronavirus lockdowns hitting demand and an over-supplied market, levels are not likely to drop soon. New analysis from natural resources consultancy Wood Mackenzie suggests October may prove critical for the market – and highlights a potential solution to the storage crunch.

Comment

Shell 'to be net-zero company by 2050'

16 April 2020

Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.

News Release

Asia Pacific gas and LNG - 6 themes to watch in 2020

13 January 2020

Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020.

News Release

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

21 November 2019

Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.

Comment

Total expands partnership with Adani on India's gas market

14 October 2019

Total announced today its partnership with Adani Group which includes two LNG terminals, Dhamra in East India and potentially Mundra in the West, as well as Adani Gas Limited, one of the 4 main distributors of city gas in India of which Adani holds 74.8% and of which Total will acquire 37.4%.

Comment

Santos to acquire ConocoPhillips northern Australian assets

14 October 2019

Santos announced today its plans to acquire ConocoPhillips’s northern Australian portfolio. This is a logical and attractive transaction for a number of reasons.

Comment

India commissions first east coast LNG terminal

07 March 2019

India's first east coast regas project, Ennore LNG terminal, was commissioned yesterday by Indian Oil Corporation (IOCL). Wood Mackenzie's senior analyst Kaushik Chatterjee shares the significance of this project and how this marks the beginning of India doubling its regas capacity to 56.5 million metric tonnes per annum (mmtpa) by 2025.

News Release

Outlook sluggish for upstream M&A

21 January 2019

Upstream dealmakers start 2019 facing an uphill battle. Volatile oil prices and bearish equity markets impede deal flow by creating uncertainty, widening the bid-ask spread, altering financial conditions and making companies re-think near-term strategies. In Q4 2018, as these factors emerged, deal count dropped to its lowest level since Q1 2015, with December the slowest month since January 2015.

Comment

Medco Energi's potential takeover of UK-listed Ophir Energy

02 January 2019

On the first day of 2019, Ophir announced it was in talks with Indonesia's Medco Energi regarding a cash takeover. No amount or other details have yet been released, other than Medco has to make a clear binding offer by the 28th of January if a deal is to proceed. Ophir's upstream portfolio includes assets in Thailand, Vietnam, Indonesia, Malaysia, Equatorial Guinea and Tanzania. It also has exploration acreage in Mexico and Bangladesh.

News Release

Australian gas shortages loom as LNG exporters and domestic consumers compete for supply

11 September 2018

The pace and scale of transformation in the east Australian gas market over the past five years has put gas – both its availability and its pricing – firmly on the country’s political agenda. Global natural resources consultancy Wood Mackenzie today releases its Australia East Coast Gas Market Outlook 2018-2032. The report offers a comprehensive overview of the dynamics shaping the gas market, including the drivers of domestic gas demand, how gas flows will change and price dynamics.

News Release

Latin America to buck global exploration trend in 2018

22 January 2018

Driven by an impressive array of licensing and farm-in opportunities, plus an upsurge in exploration activity, Latin America’s upstream sector is poised for a banner year in 2018, according to a new insight by Wood Mackenzie, Latin America Upstream: What to look for in 2018.

Comment

Can LNG save China from winter gas shortage?

22 November 2017

China's introduction of the '2+26' cities policy earlier this year calls for restricted use of coal for both residential heating and industrial purposes. This has significant ramifications for the Chinese winter season where demand is traditionally high. As an alternative to coal, gas demand could rise by 23 bcm this year compared to previous winters. Facing the most severe shortages is northern China, particularly Beijing, Tianjin and Hebei (abbreviated as BTH), where demand is highly seasonal. This region will make up half or 10 bcm of the incremental winter gas demand in 2017.

Comment

India's GST - A boon for oil markets?

16 November 2017

The introduction of India's Goods and Services Tax (GST) has lifted oil demand in the country this year. Crude oil, natural gas, diesel and gasoline are currently exempt from the GST. However, diesel and gasoline demand are indirectly affected by the impact of GST on vehicle prices and sales, especially in the logistics sector.

News Release

Batteries & renewables to start displacing gas

26 July 2017

A joint research report conducted by Wood Mackenzie and GTM Research assessing generation economics concludes that declining renewables and energy storage costs will increasingly squeeze out gas-fired generation in South Australia as early as 2025.

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: 1095

Japan pulls no punches on risks to Australian LNG exports

Will a supply response help avoid US gas storage containment this summer?

Oil and gas Majors: venture capital strategies for the energy transition

Harbour and Talos in merger discussions – what are the drivers?

Can Australia create energy super basins?

Empowering energy security and sustainability

Lower 48 winter gas production surge

Equity special winter report: flush production

Cold weather impacts on US natural gas

Three key takeaways from our Europe gas markets short-term outlook Q1 2024

China’s zonal gas transmission tariff: changes and implications

Five consequences of a Biden administration for US energy

Portfolio resilience and sustainability at the core of corporate concerns

China pledges to be carbon-neutral by 2060

Argentina weighs new price subsidy, but freezes gas tariffs

UK gas market faces Covid-19 deadlock

Ukraine may hold key to Europe’s gas storage crunch

Shell 'to be net-zero company by 2050'

Asia Pacific gas and LNG - 6 themes to watch in 2020

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

Total expands partnership with Adani on India's gas market

Santos to acquire ConocoPhillips northern Australian assets

India commissions first east coast LNG terminal

Outlook sluggish for upstream M&A

Medco Energi's potential takeover of UK-listed Ophir Energy

Australian gas shortages loom as LNG exporters and domestic consumers compete for supply

Latin America to buck global exploration trend in 2018

Can LNG save China from winter gas shortage?

India's GST - A boon for oil markets?

Batteries & renewables to start displacing gas

Sign up to the Inside Track weekly newsletter