Wood Mackenzie's accelerated energy transition 2-degree scenario: what it means for gas and LNG

• 09 April 2021

How could a 2-degree world play out in the future for the global gas and LNG markets?

US LNG export restrictions underline the case for blue ammonia

• 02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Global upstream: four big themes to watch

• 28 March 2023

From energy security to Upstream 2.0, our Global Upstream Update explores some of the biggest issues facing the industry.

The Australian energy crisis highlights the need for new gas supply

• 29 August 2022

With prices soaring 400%, government is challenged to find the delicate balance of energy security and net zero goals

Russia supply reduction via Nord Stream poses risks to gas storage refill in Europe

• 17 June 2022

Russia reducing flows via Nord Stream, outages at Freeport and French nuclear downgrades have sent the European natural gas market into an upward spiral with more volatility still to come. And while summer consumption will be covered, analysts at Wood Mackenzie, a Verisk business (Nasdaq: VRSK) say storage refill is at risk unless additional demand and supply measures are taken.

Market set to tighten as OPEC+ agrees to extend 9.7 million b/d output cut

• 06 June 2020

OPEC+ today (6 June 2020) agreed a one-month extension of the 9.7 million barrels per day (b/d) production cut. The extension will tighten the market further and could see Brent prices rise from the current $40/bbl toward $45-to-$50/bbl.

Asia Pacific could become a global leader in the energy transition

• 21 February 2024

Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

Decarbonising crude

• 11 November 2022

Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.

A new model for M&A in US oil

• 06 October 2020

Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

Colombia upstream: digging into multi-level intelligence

• 13 September 2022

In a year of significant change and new challenges, granular, asset-level valuation data is more important than ever.

2020: the new oil sector supplier crunch bites

• 14 April 2020

The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

Reducing the emissions of US LNG: looking for ways to move the needle

• 01 May 2021

Wood Mackenzie’s Ed Crooks recently highlighted the increased scrutiny placed on the carbon footprint of US LNG by the Biden administration, and the importance of proving the “green” credentials of LNG export projects. Rising awareness of the climate implications of LNG is a rapidly growing globa...

OPEC gets to eat the Permian’s lunch

• 30 May 2018

In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.

Have we passed ‘peak growth’ for tight oil?

• 25 February 2020

Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

ECA’s first LNG cargo departs amid feedgas disruption signals

• 13 July 2026

Satellite imagery, pipeline nominations and vessel tracking offer an early view of operational shifts as Energía Costa Azul advances its LNG export ambitions.

What's driving energy investors?

• 14 July 2022

The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

How do the Majors stack up in the Lower 48?

• 16 October 2018

The Major oil and gas companies have made big strategic bets on the US Lower 48's unconventional plays. The scale, returns and investment flexibility offered by tight oil and gas has made it an essential part of most major players’ portfolios. But how do the players compare to each other?

North America renewable natural gas: five questions answered

• 21 July 2023

Low-carbon renewable natural gas is attractive, but cost makes policy support essential

Our top five takeaway messages from the CCUS conference 2023

• 20 October 2023

The CCUS landscape is evolving, and here’s a recap of some of our biggest learnings from the event.

Why the US oil industry could call for a carbon tax

• 29 April 2022

Carbon pricing can offer a simpler and more transparent way to set incentives to cut emissions.

Energy Pulse: in brief (18 August)

• 18 August 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

Revisiting the landmark Caspian Sea agreement

• 06 September 2019

A year since the much-anticipated Convention on the Legal Status of the Caspian Sea was signed, how much has changed?

Banks assess the impact of climate commitments

• 30 September 2022

Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.

Energy Pulse: in brief (4th August)

• 04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

COP26 oil demand: in the cross hairs of emissions reduction

• 18 August 2021

Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

Are exploration’s days numbered?

• 17 July 2020

Exploration spend is heading south again as companies slash budgets to conserve cash. This downcycle though is different, with companies formulating decarbonisation strategies and peak oil demand on the horizon. Is exploration now facing an existential crisis?

Four themes for your future exploration strategy

• 23 May 2018

As the wounds from not too long ago start to heal, the industry remains cautious. Every dollar spent is expected to work harder than ever before. With less than one dollar in ten of upstream investment going to exploration, which strategies will the industry follow when allocating their budgets to ensure the best possible return?

Global Gas Service

Global gas outlooks and insight to build a strategic view of the market

Market searches for new Henry Hub ceiling price as supply/demand response remains unusually muted

• 22 April 2022

The recent run up in natural gas prices - hitting its highest at Henry Hub since 2008 - is a result of more muted market balancing mechanisms than in the past, say analysts from Wood Mackenzie, a Verisk business (Nasdaq: VRSK).

IMO 2020's knock-on effects for Gulf Coast waterborne crude flows

• 27 March 2019

Refiners around the world are gearing up for an industry-wide inflection point