10 factors that influence upstream production shut-in decisions

• 23 4月 2020

How do oil and gas producers decide when to shut in production? Asset economics are critical, but are not the only factor leading to production being shut-in. Here we look at 10 factors that influence upstream shut-in decisions.

Below zero: what the WTI crash means for US and global markets

• 21 4月 2020

On Monday, April 20, WTI dipped to minus $37.63, collapsing under the weight of global oversupply and sharply reduced demand due to the Covid-19 pandemic. We asked our experts on supply and demand dynamics, infrastructure, and financial markets to shed light on these historic numbers and discuss what we can expect in the near and longer-term.

Has the Lower 48 got the financial strength to ride out the storm?

• 17 4月 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

Can the world agree a deal to boost oil prices?

• 03 4月 2020

As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

What does the oil price crash mean for you?

• 01 4月 2020

How much do we think investment is going to fall this year, why is it different to the last price crash, and where are the costs most likely to be cut? Our team of global upstream experts tackles the industry’s burning questions in this 35-minute webinar.

Beyond inexpensive supply in North American power markets

• 31 3月 2020

The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

Oil price crash: how Middle East, Russian and US upstream industry responses compare

• 01 4月 2020

In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

Oil price crash: 3 things you need to know today

• 10 3月 2020

On Monday 9th March 2020, the oil price saw its biggest fall in 30 years. Here’s our analysts’ rapid response to the oil price crash. Look out for more detailed analysis in the days and weeks to come.

Will there be a bailout for the hard-pressed US shale industry?

• 13 3月 2020

As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

Who will win the tug of war over shale service costs?

• 06 3月 2020

Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.

What does the Fiat Chrysler Peugeot SA merger mean for the electric car market?

• 28 2月 2020

How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.

Jeff Bezos pledges $10 billion to fight climate change

• 21 2月 2020

The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

What if Bernie Sanders banned fracking in the Lower 48?

• 12 2月 2020

As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

BP sets an ambition of becoming a “net zero company”

• 14 2月 2020

BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

What’s ahead for North America gas?

• 18 12月 2019

2019 was another stellar year of US gas production growth pushing to new record highs aided by productivity gains, power demand growth and LNG exports. With producer spending only coming into sharper focus and competition for demand growing both domestically and globally, will the North America gas market experience pivotal changes in 2020 or continue on the same path set by 2019?

The EU’s new carbon tax at the border

• 31 1月 2020

The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

Can the US offshore wind industry reach Biden’s 30 GW target?

• 03 8月 2021

State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

Climate change, DERs, and other updates from the grid edge in Q3

• 30 10月 2020

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

US community solar market faces a near-term peak

• 27 7月 2021

Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

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?

On the road again: where will US gasoline demand go this summer?

• 26 4月 2021

Find out when we expect gasoline to return to pre-pandemic levels, how prices could affect the demand trajectory and more in this complimentary insight.

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Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

• 12 4月 2021

Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

Grid edge quarterly briefing: infrastructure and investor spending on the rise

• 29 4月 2021

Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.

North America Summer 2021 weather outlook

• 04 6月 2021

A look at our weather expectations for the upcoming summer.

The Biden administration struggles to get a grip on fuel prices

• 19 11月 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

Continental off the shelf with Permian Basin purchase from Pioneer

• 08 11月 2021

Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.

US Independents: cash is king in “stay flat” mode

• 28 10月 2021

Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.

Major financiers capitalise on a growing US residential solar market

• 27 10月 2021

US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.

Can US Independents sustain the capital needed to survive the energy transition?

• 04 11月 2021

Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.