Oil and mining companies must adapt new strategies to deliver low-carbon transition

• 20 4月 2023

As companies in the energy and natural resource sector struggle to find the balance between satisfying shareholder returns and meeting stakeholder low-carbon demands, new strategies are emerging that could be the catalyst to drive capital allocation decisions toward growth and closing valuation gaps, according to “Fuelling Change” a new Horizons report from Wood Mackenzie.

Should gas resource holders target LNG exports or blue ammonia?

• 15 6月 2023

The acceleration of the energy transition means gas resource holders increasingly face a choice: follow the established pathway and develop new LNG export facilities or pivot into developing blue ammonia.

US$500 billion (2023 terms) investment in global oil and gas asset development enough to meet peak demand in 2030s

• 20 7月 2023

Despite concerns about underinvestment in upstream, peak oil and gas demand can be met in the 2030s without a substantial increase to current annual asset development investment levels of US$500 billion in 2023 terms, according to a new Horizons report from Wood Mackenzie.

Playing by new rules: how the CBAM will change the world

• 21 9月 2023

The CBAM will reshuffle global trade – who will be the winners and losers?

Global renewable energy: market predictions for 2024

• 07 2月 2024

Join Wood Mackenzie's wind, solar, and storage industry experts on February 7th, for an interactive webinar discussing the key opportunities and challenges that face the global renewable energy industry in 2024.

OPEC remains key to price recovery through 2040

• 16 7月 2018

Despite record-breaking gains in the Permian, strong demand growth and heightened geopolitical risk pushed Brent to USD80/bbl in May. For the market to truly rebalance, OPEC will remain key to price recovery over the short to medium term.

OPEC opts for clever compromise – and a show of unity

• 22 6月 2018

Focusing on market fundamentals, we look at the impact of three possible options for OPEC and co-operating non-OPEC producers.

Electric Vehicles – transportation disruptor, part 2

• 31 7月 2018

We explored how the market for EVs might develop in Part 1. This week Ed Rawle, Head of Oils Research, chats about the implications for global oil demand.

How can governments introduce more competitive fiscal terms?

• 23 8月 2017

With capital scarce, terms must be attractive to win new investment.

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

Dividends or growth – Big Oil’s dilemma

• 27 7月 2017

The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

Taking a closer look at Trump's blueprint for US energy

• 27 1月 2017

Our analysts take an early look at the expected resolution and implications of key policies spanning oils and refining, gas, and coal.

‘Lower for longer’ oil prices, industry finances and growth

• 03 3月 2017

Our Corporate Analysis team, led by Tom Ellacott, shows that for the 60 companies we cover in depth, net debt has increased by 22% or US$142bn since 2014.

Conventional exploration – playing devil’s advocate

• 06 6月 2017

Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

There’s finance galore – but only for the right upstream growth strategies

• 29 9月 2016

According to Chief Analyst Simon Flowers, there is finance galore for those with the right growth story. For the rest, slim pickings.

Resetting the oil and gas industry’s structural cost base – the same old song?

• 31 10月 2016

The industry needs to keep its foot on the pedal and effect a structural reset before the opportunity is lost, with signs that the down cycle may be bottoming out.

Upstream growth back on the agenda: the M&A ‘barometer’ is signalling better climes ahead

• 23 1月 2017

A strengthening flow of deals is a clear indicator that the M&A market is getting back to business as usual, and companies are starting to think of growth again.

Trump Administration: the first 100 days

• 27 4月 2017

Hear Verisk Maplecroft review Trump's first 100 days in office. What geopolitical risks have we seen? Will domestic stalemates force emphasis on foreign policy? Jimena Blanco and Paul McConnell discuss the risks, rewards and repercussions.

US COP21 withdrawal: Is this actually a step forward?

• 02 6月 2017

On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

2035: a new global powerhouse emerges

• 13 4月 2017

Move over China. Rising incomes, population growth and industrialisation are fuelling a period of rapid, sustained growth in India's energy demand that could reshape the global scene.

Back to the future

• 03 10月 2017

Back to the future: as oil prices move will fiscal terms follow?

The rise and fall of black gold

• 09 8月 2017

The market used to worry about peak oil supply. Now the focus has shifted. With the world now considering a structural decline in oil demand, which sectors will feel the greatest impact?

What investors want to know about energy and natural resources

• 17 6月 2020

The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

How green is the EU pandemic recovery package?

• 30 7月 2020

Despite EU leaders reaching agreement on the €750 bn pandemic recovery package, a substantial hurdle remains; ratifying the deal in the European Parliament, where its green credentials will be scrutinised

Biden’s clean energy plan aims at job creation

• 17 7月 2020

As the US faces economic crisis, the Democratic presidential challenger sees opportunities for stimulus in the energy transition

US gasoline demand poised to decline by over 1.7 million b/d by 2030

• 20 3月 2017

Gas demand may be nearing a new peak due to stringent fuel efficiency standards and shifting demographics.

Market implications of Chinese tariffs on US LNG

• 03 8月 2018

Today China announced retaliatory tariffs on $60 billion worth of American imports, in response to the Trump administration's latest trade threats. The list included a 25% tariff on LNG.

Rise in new players in Southeast Asia's upstream sector

• 28 6月 2018

Since the fall in oil prices in 2014, oil majors and international oil companies (IOCs) have accelerated a shift towards resource themes and regions offering higher returns, lower complexity and shorter timeframes, away from the more challenging regions such as Southeast Asia. To date, close to 800 million barrels of oil equivalent (boe) of the region's resources have left the hands of majors and IOCs.

India to overtake China as world's largest oil demand growth centre by 2024

• 03 9月 2018

India's oil demand is expected to grow by 3.5 million barrels per day (b/d) from 2017 to 2035, accounting for one-third of global oil demand growth. India's demand is driven by rising income levels, an expanding middle class and a growing need for mobility.

New wave of growth on the horizon for Asia-Pacific's oil and gas sector

• 15 10月 2018

Asia-Pacific's oil and gas sector looks set to rebound over the next 12 months as rising demand, stronger commodity prices and an uptick in M&A activity bring greater confidence to the region. Wood Mackenzie predicts rising Asian LNG demand, the return of China's NOCs to growth mode and new appetite for upstream investment to be key factors influencing the sector, not only Asia-Pacific, but also globally into 2019.