• Comment

  Collapsing demand sets the terms in the OPEC+ battle for market share

  • 09 4月 2020

  Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

• Webinar

  Webinar | The Energy Transition in the age of the coronavirus: a metals & mining perspective

  • 22 4月 2020

  Please join us on Wednesday, April 22nd for a presentation and discussion with Julian Kettle, Vice Chairman of Metals and Mining at Wood Mackenzie. With over 30 years in the industry, Julian is well placed to talk through previous mining downturns, what we can expect in the current market and how it will affect the Energy Transition for metals: • The energy transition: a double-edged sword for metals • Is carbon the new differentiator for metals? • Where is the value in a decarbonising world?

• Comment

  South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

  • 15 4月 2020

  South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

• Webinar

  Webinar | Live CAISO Q+A

  • 15 4月 2020

  In this webinar, our power analysts will discuss trends they’re seeing in CAISO and answer questions about the impacts the coronavirus is having on the region.

• Comment

  Shell 'to be net-zero company by 2050'

  • 16 4月 2020

  Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.

• Webinar

  Webinar: Coronavirus - changing consumer behavior and energy demand?

  • 12 5月 2020

  Join Wood Mackenzie for its new webinar series, Connecting Conversations. Twice a month, we will bring together a panel of experts to discuss energy’s most pressing questions.

• Webinar

  Webinar | Brazil Iron Ore Supply: Outlook and challenges

  • 20 5月 2020

  Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

• Webinar

  The energy transition of the oil and gas sector: key drivers and outlook

  • 14 5月 2020

  This webinar will analyse the impact of the coronavirus and the subsequent precipitous drop in oil prices on the Majors’ new energy strategies. We will look at how the announced cost cutting measures may affect the peers’ carbon reduction and renewables budgets. We will also discuss a deepening transatlantic divide between the European and the US Majors and key reasons that underpin their different approaches to the energy transition.

• Webinar

  Webinar | Is coronavirus accelerating the zinc supply side correction?

  • 03 6月 2020

  Is coronavirus accelerating the zinc supply side correction?

• Webinar

  How coronavirus altered the path of iron ore and steel markets

  • 11 6月 2020

  How coronavirus altered the path of iron ore and steel markets

• News Release

  Global LNG demand faces first seasonal contraction in 8 years

  • 02 6月 2020

  The global liquefied natural gas (LNG) industry is about to face its first seasonal demand contraction since 2012, with demand in summer 2020 expected to fall 2.7% or 3 million tonnes (Mt) year-on-year, says Wood Mackenzie.

• Comment

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

  • 06 6月 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.

• News Release

  Nickel sulphate supply to peak in 2027 as EV sector-driven demand accelerates

  • 08 6月 2020

  Nickel in sulphate production is expected to rise from 211 kilo-tonnes (Kt) in 2019 to its peak at 450 Kt in 2027, while demand driven by the electric vehicle (EV) sector continues to accelerate, reaching approximately 800 Kt by 2035, says Wood Mackenzie.

• Comment

  BP asset write-down 'is significant for sector'

  • 16 6月 2020

  Speaking after BP announced it was writing down as much as $17.5 billion when it reports its second quarter results, Luke Parker, vice president, corporate analysis, said: “The impairment shouldn’t come as a big surprise, but the implications – near-term and long-term – are significant.”

• Comment

  Chevron to sell stake in North West Shelf LNG

  • 18 6月 2020

  Chevron continuing to high-grade its portfolio and putting its 16.7% stake in the NWS up for sale makes a lot of sense.

• Webinar

  Webinar | Commodities in distress: what about Chemicals?

  • 25 6月 2020

  Key segments of the chemicals and polymers industries were already facing challenges as 2020 began due to surplus capacity and diminishing demand in relation to increased sustainability efforts. Those pressures have since intensified due to effects of coronavirus on the global economy.

• Opinion

  Horizons Live: Conflicts of interest

  • 14 5月 2024

  Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

• Editorial

  What to look out for at this year’s Solar and Energy Storage Summit 2024

  • 21 5月 2024

  A sneak peek at the topics our experts will be breaking down this year

• Webinar

  Webinar | Why the NOCs should return to international business development

  • 31 7月 2024

  With M&A valuations attractive and financial ratings at all-time highs, the drivers for National Oil Companies (NOCs) to invest in existing portfolios AND fill strategic gaps have never been stronger. Will they step up? Join our experts on 31st July to find out.

• Opinion

  Horizons Live: Waste to wealth

  • 31 7月 2024

  The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.

• Horizons

  Securing copper supply: no China, no energy transition

  • 15 8月 2024

  The world cannot decarbonise without major investment in copper. This Horizons highlights the scale of investment required in new copper mine supply, the implications for downstream processing and semi-manufacturing. China continues to dominate these sectors for copper.

• News Release

  Shifting away from China for critical minerals would increase costs and delay the energy transition, warns Wood Mackenzie

  • 15 8月 2024

  As major global economies look to reposition critical minerals supply chains outside China, the resulting inefficiencies could increase the cost of finished goods and delay the energy transition. The world cannot achieve decarbonisation without copper, a crucial component in electrification. Curr...

• Webinar

  Creating a pathway for future growth in the CCUS sector

  • 03 10月 2024

  CRC-IB, Wood Mackenzie and other industry leaders dive into the emerging opportunities and challenges in the CCUS sector. This webinar replay provides key insights into business models, financing structures and market trends shaping the future of CCUS projects.

• Webinar

  Webinar | Africa Upstream Outlook 2025

  • 06 2月 2025

  Join our webinar on the 6th February as we discuss the outlook for Africa Upstream oil and gas

• Horizons

  No country for old fields: why high-impact oil and gas exploration is still needed

  • 05 11月 2024

  In this Horizons, we make the case that exploration continues to add value, cut carbon intensity and lower the cost for end consumers.

• Webinar

  Webinar | Hydrogen: what to look for in 2025

  • 10 12月 2024

  Join Wood Mackenzie as as our experts dive into the key themes to look for in 2025.

• Opinion

  Horizons Live: Gridlock

  • 01 11月 2024

  The US is on the brink of electricity demand growth not seen in decades. And it is not ready. Our panel explored the demand dilemma on this month's Horizons Live.

• Horizons

  Gridlock: the demand dilemma facing the US power industry

  • 17 10月 2024

  This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.

• Webinar

  Webinar | Clearing the air: How at-scale carbon removal could accelerate the energy transition

  • 10 12月 2024

  Join our webinar where we will review the current state of this nascent industry and the factors that will shape its evolution, across the following topics: ̵ Project type costs, potential and readiness ̵ A deep-dive into carbon removal project economics ̵ Who is buying or investing in carbon removal, and why? ̵ Analysis of government policy and other regional factors impacting removal deployment

• Comment

  All eyes on OPEC meeting as group mulls easing of production restraint

  • 01 12月 2020

  OPEC held its scheduled bi-annual meeting virtually on 30 November 2020. Though the group was unable to reach an agreement at that meeting, up for discussion is whether the production restraint would be eased starting 1 January 2021.