Energy transition in the Americas: three key questions

• 07 6月 2023

The US, Canada and Latin America face different dilemmas in the drive to decarbonise

Ukraine may hold key to Europe’s gas storage crunch

• 16 4月 2020

European gas storage is almost full to the brim – and with the mild weather, coronavirus lockdowns hitting demand and an over-supplied market, levels are not likely to drop soon. New analysis from natural resources consultancy Wood Mackenzie suggests October may prove critical for the market – and highlights a potential solution to the storage crunch.

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.

150 GW of renewables projects in Asia Pacific at risk in a coronavirus-led recession

• 22 4月 2020

Wood Mackenzie’s latest research shows that up to 150 gigawatts (GW) of wind and solar projects across the Asia Pacific could be delayed or cancelled over the next five years (2020 – 2024), if the coronavirus-led recession extends beyond 2020.

European olefins production could recover in 2020 despite coronavirus

• 30 4月 2020

Europe saw a 20-year low in olefins production in 2019. Despite the coronavirus hitting demand, 2020 could show a recovery in production.

Grid congestion chokes renewables investments in Eastern Australia

• 30 4月 2020

Australia’s renewables project pipeline in the National Electricity Market (NEM) remains massive at 67 gigawatts (GW) capacity (6GW under construction and 61GW in announced projects), but the current conversion rate to firm projects is low due to grid congestion, says Wood Mackenzie.

Vestas breaks annual wind turbine installation record

• 11 5月 2020

Vestas became the first wind turbine manufacturer to install more than 10 GW of wind capacity in a single year (2019), according to new analysis from Wood Mackenzie.

Oil supply cuts could curtail 15% of ethylene supply in Middle East

• 13 5月 2020

Approximately 15% of ethane-based ethylene supply in the Middle East could be lost this year due to oil supply dynamics, according to new analysis from Wood Mackenzie. This equates to around 1.5 million tons of ethylene.

UK gas market faces Covid-19 deadlock

• 21 5月 2020

The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.

China's Two Sessions reiterates commitment to pollution control

• 22 5月 2020

The topic of environmental protection continues to feature heavily in the Two Sessions today. Wood Mackenzie experts share some initial thoughts.

What does China's thermal coal import restriction mean for Australian producers?

• 22 5月 2020

Rumours of a ban on Australian thermal coal to China have surfaced in the thermal coal market this week.

Global appetite for plastics key to China’s polyolefins demand growth in 2020

• 28 5月 2020

Much of China’s polyolefins demand growth in 2020 will depend on global appetite for plastic end-products, says Wood Mackenzie.

Power system flexibility key to Europe's net-zero targets

• 03 6月 2020

The success of Europe’s transition to net-zero emissions by 2050 will hinge on the flexibility of its power system.

US midstream takes hit as Lower 48 E&Ps turn off taps

• 03 6月 2020

The oil price crash has hit the US Lower 48 hard. But as exploration and production companies work to mitigate the impact of the crash on their businesses, their strategies are affecting the region’s midstream players.

US energy storage market sees strong first quarter despite coronavirus

• 02 6月 2020

The United States energy storage sector saw a strong first quarter, with residential storage setting another record while the non-residential market had its third-strongest quarter on record.

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.

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.

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.

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.”

Subsidy cuts could slash Chinese wind turbine OEMs’ margins by half

• 18 6月 2020

China’s wind turbine original equipment manufacturers (OEMs) could have their gross profit margins halved due to subsidy cuts, says Wood Mackenzie.

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.

Australia’s energy storage capacity more than doubles to 1.2 GWh in 2020

• 17 6月 2020

According to new research from Wood Mackenzie, Australia is set to add 1.2 gigawatt-hour (GWh) of energy storage capacity in 2020, more than double the 499 MWh installed in 2019. This takes the country’s cumulative storage capacity at 2.7 GWh this year.

Coal: COP26's dirty secret

• 15 9月 2021

There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.

Gas prices enter a bearish spring amid crude market volatility

• 17 4月 2025

As winter fades, so too has the support for natural gas prices. Henry Hub is entering a bearish spring, driven by a potent mix of waning heating demand, surging supply, and mounting macroeconomic uncertainty.

Gas prices set the stage for a shifting summer market

• 01 5月 2025

Higher gas prices reshape production, demand, and injection trajectories heading into summer .

Building LNG’s resilience through turbulent times

• 02 11月 2023

Larger and more diversified portfolios are best placed to navigate through volatility

US Gulf Coast Pipelines Report

Get real-time crude oil flow data for key Permian and US Gulf Coast pipelines, including 100% of coverage of long-haul pipeline capacity crossing PADDs 2 & 3.

U.S. Utility Solar Service

Identify the markets, players, and policies shaping the U.S. utility-scale solar market.

Securing exposure to Permian tight oil – Part 1

• 03 7月 2018

What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

In uncertain times, is a greater reliance on battery storage what’s needed? And how can developers better prepare for it?

• 25 4月 2025

Battery storage, market uncertainty and the rise of community solar - hear what top industry voices had to say, live from the summit stage.