• Opinion

  Australian high CV thermal coal prices at 19-month low, but not for long

  • 19 2月 2019

  The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has been hit in early February due to seasonality of purchasing in the lead up to Chinese New Year and customs delays impacting Australian vessels into China. Will this move be another short-term blip and mirror the volatility seen last year, or is a broader correction at play?

• Opinion

  Angry tweets, a new long march and an escalating trade war

  • 12 6月 2019

  In the latest APAC Energy Buzz, Wood Mackenzie's Asia Pacific Vice Chair, Gavin Thompson, shares the implications of the ongoing US-China trade disputes on the energy sector.

• Opinion

  We need to talk about hydrogen

  • 08 7月 2019

  I’m just back from Tokyo and a key theme for many Japanese energy companies continues to be future investment in E&P and whether long-term growth in oil and gas demand will materialise given the pace of energy transition.

• Opinion

  How low-cost US natural gas spurs global LNG opportunities

  • 08 8月 2019

  The US shale revolution in action: as well productivity dramatically rose, the US emerged as the largest gas producer in the world. LNG buyers will benefit.

• Opinion

  Can China’s CTO and MTO industries survive the threat of massive steam cracker investment?

  • 06 9月 2019

  In 2019, the total ethylene capacity from CTO/MTO units reached 5.21 million tonnes per annum (Mtpa), accounting for 21% of China’s total ethylene capacity. However, CTO and MTO development has slowed due to high methanol prices and environmental controls, as well as the threat from a new wave of steam cracker investment in China.

• Opinion

  Horizons Live: The Great Reopening

  • 26 4月 2023

  Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

• Opinion

  Horizons Live: Doing more with less

  • 01 8月 2023

  On this month's Horizons Live, our panel discusses debunking the myth of upstream underinvestment.

• Opinion

  Horizons Live: Playing by new rules

  • 12 10月 2023

  Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.

• Opinion

  Horizons Live: Call of duties

  • 23 4月 2024

  In this month's Horizons Live, our panel discuss how we assess the carbon intensity of LNG projects around the world and the effects of LNG emission tax scenarios.

• Opinion

  Horizons Live: Energy Super Basins

  • 11 8月 2022

  Watch on demand as we answer your questions about the global energy super basins and what they could mean for the oil, gas and renewables industries.

• Opinion

  Three lessons the renewables boom can learn from the shale bust

  • 21 7月 2021

  What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.

• Opinion

  US oil producers live up to their promises on spending restraint

  • 16 7月 2021

  The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

• Opinion

  Coal enjoys a temporary reprieve

  • 09 7月 2021

  Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• Opinion

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• Opinion

  Tracking the trajectory of the global energy storage market

  • 21 4月 2021

  Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

• Opinion

  Electric vans on the brink of a commercial breakthrough

  • 16 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  Global wind turbine market: state of play

  • 14 4月 2021

  After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

• Opinion

  Colonial pipeline hack exposes the vulnerability of critical infrastructure

  • 14 5月 2021

  The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Opinion

  The challenge of upgrading the US grid

  • 07 5月 2021

  The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• Opinion

  How hard would global refiners be hit by a sharp drop in US gasoline demand?

  • 14 6月 2021

  What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

• Opinion

  Why floating solar has an important role to play in the energy transition

  • 08 6月 2021

  We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?

• Opinion

  Why green hydrogen is reaching a tipping point

  • 09 6月 2021

  An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.

• Opinion

  Europe becomes a battleground for global LNG price formation

  • 27 5月 2021

  Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

• Opinion

  From electric vehicle investment to virtual power plants: key themes shaping the US grid edge

  • 15 11月 2021

  The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.

• Opinion

  How green hydrogen can ensure Australia’s place in the sun

  • 18 11月 2021

  Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.