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Henry Hub prices have gone global

24 November 2020

Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

Opinion

Microgrid finance 2020: The emergence of the 'Energy as a Service' business model

24 November 2020

In news articles, press releases, and industry presentations, 'Energy as a Service' is highlighted as a new business model driving microgrid deployment in the United States. Examples include leading developers and suppliers including Schneider Electric, Enchanted Rock, Siemens and others.

Opinion

North Sea Financial Flexibility Index: surviving – and thriving – in a volatile environment

27 November 2020

With price volatility in the oil and gas industry looking increasingly endemic, financial flexibility is more crucial than ever. Wood Mackenzie has created its inaugural North Sea Financial Flexibility Index (FFI) to determine which companies are best placed to survive – and thrive – in the North Sea.

Opinion

Africa: How to survive in a low oil-price environment

18 November 2020

Gail Anderson, Research Director, Sub-Saharan Africa Upstream Oil and Gas, presented at NAPE looking at advantaged barrels – looking at the Nigeria producers’ exposure to oil vs gas assets and oil price volatility, and the drivers for M&A.

Opinion

Six trends that will shape the polyester industry to 2030

09 December 2020

The polyester chain will undergo profound changes in a post-coronavirus world. What are the six big trends to watch out for?

Opinion

How the delayed Olympic Games disrupts Japan’s recycled fibre sector

21 December 2020

The Tokyo Olympics could be a game-changer for sustainable textiles – but some momentum has been lost.

Opinion

Nuclear – the cleanest dirty word

10 December 2020

The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?

Opinion

Is net zero oil and gas production possible?

05 January 2021

The UK’s offshore oil and gas industry has committed to cutting operational emissions in half by 2030 and achieving net zero production by 2050. Operators have taken significant steps towards decarbonisation – but achieving these goals will take leaps forward in technology, policy and investment.

Opinion

Could oil Majors and Independents generate record free cash flow this year?

25 February 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Featured

Will 2021 be a record-breaking year for renewables auctions in Europe?

07 January 2021

What does 2021 have in store for European power markets? We look at the mammoth 45 GW of capacity in the renewables auction pipeline, and four other key themes to watch, from the European Green Deal to the return of power demand.

Opinion

Asian buyers stay cool as US LNG hit by the deep freeze

24 February 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Opinion

Is the energy transition road paved with scrap metal?

07 January 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Featured

Gas and LNG: why 2021 will be a defining year

14 January 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

Featured

How far will upstream M&A activity rebound in 2021?

25 January 2021

This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

Opinion

Making sense of Asia’s sky-high spot LNG prices

20 January 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Featured

Tough calls for the upstream supply chain in 2021

25 January 2021

This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

Opinion

Australia’s gas conundrum

19 March 2021

While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

Featured

Will a lack of supply growth come back to bite the copper industry?

23 March 2021

With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

Opinion

China-US relations, tech wars and climate change

26 January 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Featured

Five trends that will cut global emissions in 2021

27 January 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

Opinion

What a 40-year-old shale well can tell us about the future of the Lower 48

22 March 2021

Forty years ago Mitchell Energy filed a permit for the C.W. Slay 1 well, kick-starting a Barnett Shale programme that would forever change the face of US upstream operations. What lessons can the well that commercialised shale provide for the sector's future?

Featured

How uncertainty will define the oil market in 2021

28 January 2021

Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

Featured

The hunt for advantaged oil

30 March 2021

Oil and gas will continue to play a key role in the world’s energy mix for decades to come. But as the energy transition takes hold only the barrels with the strongest economics and lowest carbon emissions will make it to market. Which subsurface factors could point to the optimal reservoirs and an opportunity to seize an advantage?

Opinion

Offshore wind: long-term promise after short-term decline

04 February 2021

Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

Opinion

Are Japan’s upstream players heading for the exit?

02 February 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

Opinion

How will the EU plastics levy change the flexible packaging market?

08 February 2021

The EU is getting tougher on non-recycled plastic packaging waste. Will the new plastics levy lead to more sustainable solutions? And could the flexible packaging sector lose its relative cost advantage?

Opinion

How Big Oil is set to transform the offshore wind sector

05 April 2021

The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

Featured

Build or buy: are the copper Majors rising to the growth challenge?

06 April 2021

The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

Opinion

What do Japan’s soaring spot power prices mean for the energy transition?

08 February 2021

Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

Featured

Are we on the cusp of another mining super-cycle?

23 February 2021

The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

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Search results: 5165

Henry Hub prices have gone global

Microgrid finance 2020: The emergence of the 'Energy as a Service' business model

North Sea Financial Flexibility Index: surviving – and thriving – in a volatile environment

Africa: How to survive in a low oil-price environment

Six trends that will shape the polyester industry to 2030

How the delayed Olympic Games disrupts Japan’s recycled fibre sector

Nuclear – the cleanest dirty word

Is net zero oil and gas production possible?

Could oil Majors and Independents generate record free cash flow this year?

Will 2021 be a record-breaking year for renewables auctions in Europe?

Asian buyers stay cool as US LNG hit by the deep freeze

Is the energy transition road paved with scrap metal?

Gas and LNG: why 2021 will be a defining year

How far will upstream M&A activity rebound in 2021?

Making sense of Asia’s sky-high spot LNG prices

Tough calls for the upstream supply chain in 2021

Australia’s gas conundrum

Will a lack of supply growth come back to bite the copper industry?

China-US relations, tech wars and climate change

Five trends that will cut global emissions in 2021

What a 40-year-old shale well can tell us about the future of the Lower 48

How uncertainty will define the oil market in 2021

The hunt for advantaged oil

Offshore wind: long-term promise after short-term decline

Are Japan’s upstream players heading for the exit?

How will the EU plastics levy change the flexible packaging market?

How Big Oil is set to transform the offshore wind sector

Build or buy: are the copper Majors rising to the growth challenge?

What do Japan’s soaring spot power prices mean for the energy transition?

Are we on the cusp of another mining super-cycle?

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