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Getting China back on track

24 October 2024

Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

The Edge

The complexity of capital allocation for oil and gas companies

10 October 2024

The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?

The Edge

Taking the pulse of the global LNG industry

26 September 2024

The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.

The Edge

Keeping the LNG bandwagon rolling

12 September 2024

The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.

The Edge

Could US data centres and AI shake up the global LNG market?

23 May 2024

Changing dynamics in US power and gas markets have led our team to take a more bullish view of how gas prices develop. Simon Flowers asks Eugene Kim, Massimo Di Odoardo from our Global Gas team and Gavin Thompson about their thinking and the implications for the LNG market.

The Edge

How higher interest rates could hold up energy transition investment

09 May 2024

Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.

The Edge

COP28 key takeaways

14 December 2023

The challenges in accelerating the energy transition

The Edge

Who will lead in low-carbon hydrogen supply?

07 December 2023

Low-carbon hydrogen will play a critical role in decarbonisation, contributing at least 4% of global energy demand by 2050. Who are best placed to become market leaders?

The Edge

Big Oil’s opportunity for M&A in the petrochemicals downturn

30 November 2023

Petrochemicals may be experiencing a severe cyclical downturn, triggered by excessive capacity build-out, but it’s one of the sector’s best long-term bets. Our experts discuss the timing of it's recovery and whether the downturn might spark change.

The Edge

Can upstream deliver the oil and gas supply the world needs?

17 August 2023

Assessing the risks in a strong investment upcycle

The Edge

Six energy game-changers since 2015

11 August 2023

The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.

The Edge

Big Oil is back buying upstream assets

29 June 2023

Targets are gas and strengthening core positions

The Edge

Five global transition challenges – the Asian perspective

22 June 2023

LNG demand, sustaining upstream, new sources of finance, metals investment and supply chain independence.

The Edge

How the Russia-Ukraine war is changing energy markets

23 February 2023

On this week's The Edge, Simon Flowers examines how the Russia-Ukraine war is changing energy markets.

The Edge

How Europe’s energy crisis changes the LNG market

02 December 2022

On this week's Edge, Simon Flowers examines how Europe is placed for this winter and beyond. When will we see the market rebalance and what is the outlook for LNG demand, supply and price globally over the next decade?

The Edge

Oil in a decarbonising world

22 September 2022

What is the trajectory of oil demand in a world that’s decarbonising and how will that influence prices?

The Edge

What price LNG

16 June 2022

Europe's scramble to replace Russian gas has sent global prices through the roof. It's an opportunity for LNG suppliers but an extremely challenging market for utilities and traders.

The Edge

How the Russia/Ukraine war changes energy markets

28 April 2022

The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?

The Edge

Five ways the Russia/Ukraine war is changing oil markets

31 March 2022

Amidst the Russia/Ukraine conflict producers, traders, shippers, refiners and even consumers are all having to adapt to shifting crude and product flows – and pricing.

The Edge

The Majors’ accelerating tilt to new energy

02 December 2021

Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?

The Edge

Why COP26 has to succeed

28 October 2021

What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

The Edge

Gas and LNG – approaching a winter reckoning

14 October 2021

Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.

The Edge

Oil refining’s four big challenges

02 July 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

The Edge

How high can the oil price go in 2021?

18 June 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

The Edge

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

The prize for China from decarbonisation

23 April 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

The Edge

Big oil, new energy and the stock market

19 June 2020

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

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

Coronavirus pushes oil towards the abyss

06 April 2020

As demand collapses, how will the market deal with oversupply? Find out 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?

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Search results: 1069

Getting China back on track

The complexity of capital allocation for oil and gas companies

Taking the pulse of the global LNG industry

Keeping the LNG bandwagon rolling

Could US data centres and AI shake up the global LNG market?

How higher interest rates could hold up energy transition investment

COP28 key takeaways

Who will lead in low-carbon hydrogen supply?

Big Oil’s opportunity for M&A in the petrochemicals downturn

Can upstream deliver the oil and gas supply the world needs?

Six energy game-changers since 2015

Big Oil is back buying upstream assets

Five global transition challenges – the Asian perspective

How the Russia-Ukraine war is changing energy markets

How Europe’s energy crisis changes the LNG market

Oil in a decarbonising world

What price LNG

How the Russia/Ukraine war changes energy markets

Five ways the Russia/Ukraine war is changing oil markets

The Majors’ accelerating tilt to new energy

Why COP26 has to succeed

Gas and LNG – approaching a winter reckoning

Oil refining’s four big challenges

How high can the oil price go in 2021?

Is the price rally in energy and metals sustainable?

The prize for China from decarbonisation

Big oil, new energy and the stock market

How gas bounces back from the coronavirus lows

Coronavirus pushes oil towards the abyss

The Edge: Asian NOCs, the energy transition and ESG

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