OPEC underpins oil markets into 2018 - green light for tight oil growth

• 29 5月 2017

The firmer oil price we expect can only embolden the already resurgent US tight oil industry which is on course to displace the 1 million b/d OPEC has cut within the year. Three main aspects of the decision stand out.

Oil markets - OPEC restraint needs to stretch into 2018. A supply glut lurks just below the surface.

• 22 3月 2017

Why have oil prices come under renewed downward pressure? Our Macro Oils team, led by Ed Rawle, sees three main reasons.

For a few dollars more – OPEC’s shifting stance

• 13 10月 2016

OPEC’s plan for production cuts signals a desire to support prices, even if the battle to wrest control of the market seems barely half won.

Global upstream update: diverging development strategies in Latin America, investment at risk in Africa, and Kazakhstan supply tensions explained

• 17 6月 2025

Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.

An ADNOC trilogy: the tortuous path to gas self-sufficiency

• 02 8月 2023

Expanding Horizons: ADNOC's recent gas industry ventures and global ambitions.

COP28: A nuclear COP?

• 11 12月 2023

Join Ed Crooks and Henri Paillere as they dissect the global nuclear industry's current state and the implications of governments aiming to triple nuclear power capacity by 2050. Special insights from Reta Lewis on US Small Modular Reactors (SMRs) and Dr Sama Bilbao y Leon on the future of nuclear energy.

Faked signals, real risks: AIS disruptions spread in the Gulf

• 23 6月 2025

Electronic interference complicates maritime operations in the Strait of Hormuz and beyond

Saudi Aramco reveals finances for the first time

• 08 4月 2019

Saudi Aramco grabbed the headlines last week when it revealed its finances for the first time. Get our analysis of the numbers.

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.

State of the Market: webinar series

• 01 4月 2020

Future Facing Commodities Forum 2025

• 30 4月 2025

Future Facing Commodities Forum returns on 30 April 2025, focusing on the outlook for the key commodities that underpin the energy transition.

Webinar | North American Natural Gas Summer Outlook 2025

• 30 4月 2025

Join Wood Mackenzie on Wednesday 30 April, for our Summer Outlook where our experts will discuss the primary risks facing the North America natural gas market this summer and host a Q&A to address your most relevant questions.

China’s solar growth sends module prices plummeting

• 05 4月 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

How the MENA region and its NOCs are diversifying into new energies

• 05 4月 2024

The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.

Why Brent isn’t reacting to escalating geopolitical risk

• 08 2月 2024

Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?

Ebook | How can the Super Region enable the energy transition?

• 17 1月 2024

Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

COP28: Ed's notebook | Podcast

• 22 12月 2023

COP28 was the largest climate talks to date, with industry leaders, governments, analysts, journalists and climate activists all converging on Dubai. On this bonus episode, we bring you three conversations from the summit.

COP28: This year’s COP is breaking new ground | Podcast

• 06 12月 2023

Ed Crooks is joined by Dr. Melissa Lott and Michael Webber as they dissect the latest energy trends at COP28. Phase out vs phase down is still the big topic, and the team give their take on the future of fossil fuels.

COP28: The Energy Gang on the ground at COP28: the summit so far | Podcast

• 04 12月 2023

In the inaugural instalment of our on-the-ground coverage at COP28, Ed Crooks is joined by Amy Harder and Bill Spindle from Cipher to discuss the significant developments unfolding in Dubai.

Tensions over “green protectionism” emerge at COP28

• 01 12月 2023

Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

COP28: a metals and mining stocktake

• 04 12月 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

Drilling down into the UAE’s exploration renaissance

• 17 5月 2023

ADNOC has aggressive decarbonisation targets under a strategy that includes, somewhat counterintuitively, oil and gas growth and a renewed emphasis on licensing and exploration.

The Middle East steps on the gas

• 04 5月 2023

What’s driving the impressive growth of the gas sector in the Middle East?

Webinar | US Solar | A look ahead across the investible landscape

• 02 5月 2023

Join our solar experts for a dive into the industry and discover what investment opportunities lie ahead with the industry expected to grow 5x over the next decade.

What lies beneath: why Middle East upstream resources are so advantaged

• 05 7月 2021

With future oil and gas demand highly uncertain, advantaged resources with the lowest costs, lowest carbon emissions and best economics stand the greatest chance of being commercialised. The Middle East won the geological lottery, but how does it fare on other fronts?

How the oil market would deal with the return of Iranian exports

• 16 4月 2021

The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

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.

Exploration under the microscope in 2022

• 13 12月 2021

What lies ahead for oil and gas exploration? As investors and activists ask how the search for new fields squares with the need to accelerate the energy transition, our experts pick out five key themes to look for in 2022.

A new route to commercialisation for floating wind

• 30 6月 2022

Floating wind’s virtually unlimited potential has from its inception made it a strong vision. Seven years ago, Wood Mackenzie wrote, the “next step is to prove that floating foundations are economically feasible” and go commercial. This is still the challenge for floating wind, and we can conclude that commercialisation is not a step; it is a leap.

Webinar replays | Energy transition outlook: 2024-25 update

• 21 11月 2024

Watch our recent webinars on the state of the energy transition. The panelists discussed what a second Trump administration means for energy and natural resources, reflections from COP29 on Article 6 and climate finance. Plus, how fast will clean energy transitions unfold?