• 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.

• Comment

  Shell's Prelude ships first LNG cargo

  • 12 6月 2019

  Wood Mackenzie senior analyst Daniel Toleman shares his thoughts on the event of Prelude's first LNG cargo.

• Comment

  Japan's INPEX signs deal with Indonesia on Masela block development

  • 17 6月 2019

  The HoA formalises the recent outline agreement between the Government of Indonesia and INPEX on the Masela development project.

• News Release

  Mitsui and JOGMEC join Arctic LNG-2

  • 01 7月 2019

  Arctic LNG-2 is a step closer to final investment decision (FID) with the entry of Japanese companies Mitsui and government-linked Japan Oil, Gas and Metals National Corporation (JOGMEC) into the project.

• 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.

• Comment

  China’s textile production rises on fears of worsening trade tensions

  • 15 7月 2019

  According to research by Wood Mackenzie, Chinese textile producers are increasing production as fears grow that the trade war with the US will hurt exports of apparel and other textile products as soon as the fourth quarter of 2019.

• News Release

  Tsingshan Indonesia shakes up stainless steel markets in South East Asia

  • 15 7月 2019

  Shockwaves from Tsingshan's new stainless steel hub in Indonesia are reverberating across South East Asia and beyond, according to Wood Mackenzie

• News Release

  China to become largest energy storage market in Asia Pacific by 2024

  • 09 7月 2019

  China’s cumulative energy storage capacity is projected to skyrocket from 489 megawatts (MW) or 843 megawatt-hours (MWh) in 2017 to 12.5 gigawatts (GW) or 32.1GWh in 2024. This represents an increase in the installed base of 25 times.

• News Release

  India leads with lowest renewable cost in Asia Pacific

  • 29 7月 2019

  India has emerged as the market leader with the lowest renewable energy cost in Asia Pacific, new research from Wood Mackenzie found.

• News Release

  Data consortiums signal the future of oil and gas

  • 07 8月 2019

  Wood Mackenzie believes that discovering new value requires going beyond isolated datasets. The solution lies in data consortiums – cooperative platforms where companies can safely share quality data.

• Comment

  Aramco takes slice of Reliance’s refining and petchems businesses

  • 11 8月 2019

  Saudi Aramco is to set to take a 20% stake in Reliance Industries' refining and petrochemical businesses.

• 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.

• News Release

  Coal is still king in Southeast Asia’s power market

  • 25 9月 2019

  According to a new report by Wood Mackenzie, coal will continue to be the dominant fuel source in power generation, peaking at 2027 before slowing down and accounting for 36% of the region’s generation mix in 2040.

• News Release

  What are ExxonMobil’s top 5 divestment targets in Asia Pacific?

  • 07 10月 2019

  Wood Mackenzie has identified the five most likely disposal candidates after ExxonMobil signalled the start of its Asia Pacific divestment programme. Together, these opportunities are worth US$5 billion, and could contribute a third of the Supermajor's global divestment target.

• Comment

  Total expands partnership with Adani on India's gas market

  • 14 10月 2019

  Total announced today its partnership with Adani Group which includes two LNG terminals, Dhamra in East India and potentially Mundra in the West, as well as Adani Gas Limited, one of the 4 main distributors of city gas in India of which Adani holds 74.8% and of which Total will acquire 37.4%.

• News Release

  Vietnam becomes Southeast Asia’s hottest solar PV market

  • 01 11月 2019

  Vietnam is now the leader in Southeast Asia’s solar photovoltaic (PV) market with the largest installed capacity in the region.

• News Release

  Asia Pacific’s decarbonisation bill to hit US$3.5 trillion in 2040

  • 12 11月 2019

  Recent research by Wood Mackenzie indicates that Asia Pacific’s decarbonisation bill could hit US$3.5 trillion by 2040. This includes investments in solar, wind, hydrogen, nuclear, and hydro power, collectively referred to as zero-carbon energy between now and 2040, under Wood Mackenzie’s accelerated transition scenario.

• News Release

  Seismic changes across upstream as industry grapples with energy transition

  • 12 11月 2019

  The energy transition is undoubtedly impacting corporate upstream strategies in significant and disruptive ways. Coupled with the post-2014 downturn in oil prices, Wood Mackenzie sees seismic changes in the way the industry allocates capital across development, exploration and in particular M&A.

• News Release

  JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

  • 21 11月 2019

  Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.

• News Release

  Asia Pacific gas and LNG - 6 themes to watch in 2020

  • 13 1月 2020

  Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020.

• Comment

  China bans single-use plastic

  • 20 1月 2020

  On 19 January, China's National Development and Reform Commission and the Ministry of Ecology and Environment announced policies aimed at restricting production, sale, and use of single-use plastic products.

• News Release

  Iron ore – 5 things to watch in 2020

  • 20 1月 2020

  Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.

• Comment

  US and China sign Phase One trade deal

  • 16 1月 2020

  Wood Mackenzie's Gavin Thompson provides a commentary on the US-China Phase One trade deal

• Comment

  China’s demand drops for first time since 2009 as coronavirus hits oil markets

  • 04 2月 2020

  The near-term impact of the coronavirus outbreak on oil demand remains uncertain as much depends upon when and how China’s manufacturing industry restarts after the currently extended Lunar New Year public holiday.

• News Release

  Will renewables displace conventional fuels in Asia’s growth markets in the 2020s?

  • 05 2月 2020

  In a new report, Wood Mackenzie highlights trends that will shape Asia Pacific’s power and renewables markets this decade.

• Comment

  French major Total to take 50% stake in Adani solar unit

  • 07 2月 2020

  Speaking after French major Total announced it planned to buy a 50% stake in Indian company Adani Green Energy’s solar unit, Tom Heggarty, principal analyst with Wood Mackenzie’s Energy Transition Practice, said: “Total has been extremely active in the power and renewables M&A market as it seeks to diversify its activities and grow its exposure to the zero-carbon power sector."

• News Release

  OPEC+ ‘no deal’ a blow to the market

  • 06 3月 2020

  The OPEC+ meeting broke up without a deal, what does it mean for the markets?

• Comment

  Jet fuel takes hit as Trump unveils US travel ban

  • 12 3月 2020

  The travel ban announced by US President Donald Trump today is likely to have an immediate impact on jet fuel demand and prices across Europe and the US.

• News Release

  Oil price rout may trigger major industry shake-up

  • 10 3月 2020

  As global markets reel in the wake of the oil price crash, Wood Mackenzie’ corporate analysis team believes the price collapse could be the trigger for a new phase of deep industry restructuring - one that rivals the changes seen in the late-1990s.

• Webinar

  2020 Wood Mackenzie Japan and Korea Power & Renewables Webinar Series

  • 09 6月 2020

  To help you better understand the trends that are shaping Asia Pacific’s power and renewables markets in the 2020s, Wood Mackenzie is delighted to invite you to our upcoming webinar series in June 2020.