Search

For Asia’s NOCs, it’s time to go big or stay home

28 April 2020

Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

Opinion

Making sense of the TCFD recommendations

20 May 2020

The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

Opinion

When will the global gas market recover from coronavirus?

26 May 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Opinion

The impact of travel restrictions on oil and gas supply chains

28 May 2020

The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.

Opinion

Lower 48 midstream not immune to oil price volatility

03 June 2020

Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

Opinion

As politicians bicker, Australia’s energy and natural resources exports to China are booming

09 June 2020

But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

Opinion

How will the Asia Pacific upstream sector emerge from the crisis?

17 June 2020

Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

Opinion

US LNG exports slump

25 June 2020

The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

Opinion

What’s behind the BP and INEOS petrochemical deal?

06 July 2020

While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.

Opinion

The art of never letting a crisis go to waste

15 July 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

Opinion

Natural gas: friend or foe in Europe’s 2030 emissions target?

24 July 2020

Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

Opinion

China unveils the extent of its gas ambitions

05 August 2020

Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.

Opinion

What forces will shape global gas markets over the next two decades?

13 August 2020

Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

Opinion

How would a second wave of lockdowns affect oil and gas markets?

18 August 2020

The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?

Opinion

What a second wave of lockdowns would mean for Asia’s oil and gas markets

18 August 2020

Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

Opinion

LNG regasification: why there’s still plenty of gas in the tank

08 September 2020

The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.

Opinion

Re-inventing the North West Shelf

08 September 2020

With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.

Opinion

UK's 32nd Offshore Licensing Round

08 September 2020

The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?

Opinion

Could coal and renewables put the squeeze on gas?

16 September 2020

Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

Opinion

Which Supermajors’ portfolios are most resilient?

16 September 2020

In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority

Opinion

Time for Asia’s Sputnik moment on decarbonisation

22 September 2020

Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

Opinion

Will the pandemic also claim refinery victims?

23 September 2020

The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.

Opinion

Radical reform and China’s pathway to carbon neutrality

30 September 2020

Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

Opinion

Net zero North Sea: can hydrogen live up to its hype?

20 October 2020

The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

Opinion

What will the 2020 elections mean for US energy?

21 October 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

Opinion

Can the UK lead the world in carbon capture, utilisation and storage?

24 November 2020

Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.

Opinion

Henry Hub prices have gone global

24 November 2020

Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

Opinion

North Sea Financial Flexibility Index: surviving – and thriving – in a volatile environment

27 November 2020

With price volatility in the oil and gas industry looking increasingly endemic, financial flexibility is more crucial than ever. Wood Mackenzie has created its inaugural North Sea Financial Flexibility Index (FFI) to determine which companies are best placed to survive – and thrive – in the North Sea.

Opinion

Is net zero oil and gas production possible?

05 January 2021

The UK’s offshore oil and gas industry has committed to cutting operational emissions in half by 2030 and achieving net zero production by 2050. Operators have taken significant steps towards decarbonisation – but achieving these goals will take leaps forward in technology, policy and investment.

Opinion

Could oil Majors and Independents generate record free cash flow this year?

25 February 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

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: 2115

For Asia’s NOCs, it’s time to go big or stay home

Making sense of the TCFD recommendations

When will the global gas market recover from coronavirus?

The impact of travel restrictions on oil and gas supply chains

Lower 48 midstream not immune to oil price volatility

As politicians bicker, Australia’s energy and natural resources exports to China are booming

How will the Asia Pacific upstream sector emerge from the crisis?

US LNG exports slump

What’s behind the BP and INEOS petrochemical deal?

The art of never letting a crisis go to waste

Natural gas: friend or foe in Europe’s 2030 emissions target?

China unveils the extent of its gas ambitions

What forces will shape global gas markets over the next two decades?

How would a second wave of lockdowns affect oil and gas markets?

What a second wave of lockdowns would mean for Asia’s oil and gas markets

LNG regasification: why there’s still plenty of gas in the tank

Re-inventing the North West Shelf

UK's 32nd Offshore Licensing Round

Could coal and renewables put the squeeze on gas?

Which Supermajors’ portfolios are most resilient?

Time for Asia’s Sputnik moment on decarbonisation

Will the pandemic also claim refinery victims?

Radical reform and China’s pathway to carbon neutrality

Net zero North Sea: can hydrogen live up to its hype?

What will the 2020 elections mean for US energy?

Can the UK lead the world in carbon capture, utilisation and storage?

Henry Hub prices have gone global

North Sea Financial Flexibility Index: surviving – and thriving – in a volatile environment

Is net zero oil and gas production possible?

Could oil Majors and Independents generate record free cash flow this year?

Sign up to the Inside Track weekly newsletter