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The Edge
How gas bounces back from the coronavirus lows
- 19 5月 2020
Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.
Opinion
It's time for residential demand response to shine
- 14 5月 2020
As distribution load becomes harder to predict due to the pandemic, targeted residential demand response may bring much needed relief
Opinion
How green can steel go – and what does it mean for coal and iron ore?
- 21 5月 2020
Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?
Editorial
North America’s crude oil storage problem
- 13 5月 2020
Oil demand hit record lows. Combine that with volatile prices and a global supply glut, and you have all the ingredients for a perfect storm. With the oil market in turmoil, all eyes have now turned to storage. And North America’s primary crude storage destination, Cushing, is being pushed to its limits.
Editorial
How Norway is responding to oil market challenges
- 13 5月 2020
In this 20-minute webinar, we discuss Norway's announcements regarding production cuts and a fiscal stimulus package. We use our new Lens platform to tell you what it really means for the companies and projects involved.
Featured
The future of energy after Covid-19: three scenarios
- 12 5月 2020
How coronavirus will change the world: Wood Mackenzie's view, three scenarios for a post-pandemic future and the long-term energy outlook
Opinion
Leading EV markets will install 30 million chargers total this decade
- 11 5月 2020
Like the electric vehicle market, charging deployment will take a hit from the pandemic.
Opinion
What is the future of energy in Asia after Covid-19?
- 12 5月 2020
Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.
Editorial
Oil price crash: what now for fiscal terms?
- 11 5月 2020
Listen to our webinar to discover the impact of fiscal terms on project economics when oil prices are low.
Opinion
Distressed lower 48 operators face a credit crisis
- 06 5月 2020
The financial pressure is rising for upstream borrowers, with some at risk of cuts to credit availability
Opinion
From ‘revenge spending’ to plunging exports, China’s path to economic recovery remains uncertain
- 06 5月 2020
Without a broader global recovery there can be no quick return to pre-crisis levels for many of China’s industrial manufacturers or their demand for energy.
Opinion
What does a stalling auto sector mean for polymer markets?
- 07 6月 2020
Coronavirus has hit automotive sales and demand, and the plastics industry will feel the impact.
Editorial
What crashing LNG prices mean for renewables
- 05 5月 2020
What falling gas and LNG prices mean for solar, wind and energy storage markets around the world in the short and long term.
Editorial
The impact of coronavirus on vessel traffic and the shipping industry
- 28 4月 2020
While cruise ship companies have seen activity stop during the coronavirus pandemic, data from Vesseltracker shows us that maritime traffic in the bulk, container and chemicals industries have proved more resilient.
Opinion
Global olefins: 10 trends to watch as coronavirus reshapes the industry
- 05 5月 2020
The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?
The Edge
Cost challenges in a US$20/bbl world
- 05 5月 2020
Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?
Editorial
Is coronavirus bad news for the climate?
- 29 4月 2020
Our energy transition experts ask whether Covid-19 and the oil market crisis will accelerate or decelerate decarbonisation
Opinion
Where, when and how will lockdown end?
- 12 4月 2020
Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.
Opinion
Seven challenges Covid-19 raises for the climate agenda
- 28 4月 2020
Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.
Opinion
How coronavirus is driving down LNG demand in Asia and Europe – and hitting supply
- 22 4月 2020
In this episode of The Big Chill podcast we discuss how the oil price crash and coronavirus are impacting Asian and European LNG markets, and the longer term impacts to global supply.
Opinion
Why crude-to-chemicals is the obvious way forward
- 27 4月 2020
Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?
Opinion
Negative prices reveal the crisis for US oil
- 24 4月 2020
The most-watched US crude futures fell below zero on Monday, in a sign of the extreme conditions facing the industry
The Edge
Low oil price could squeeze out 4 million b/d of non-OPEC supply
- 19 4月 2020
The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.
Editorial
Perfect storm sees May WTI settle in negative territory
- 21 4月 2020
May WTI futures settled at -$37.63 on April 20. Get the latest analysis from Ann-Louise Hittle, vice president, Macro Oils.
Opinion
The devastating impact of the great lockdown
- 17 4月 2020
There are signs that the coronavirus is gradually being brought under control in many countries, but any pick-up in activity will be tentative and uneven, and will face headwinds from the chaos in the global economy.
Opinion
‘Life also, world also’ – India extends lockdown
- 14 4月 2020
The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.
Opinion
Flexible packaging sees demand boost as coronavirus changes consumer patterns
- 16 4月 2020
Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
Opinion
Oil supply cuts explained: an interview with the US energy secretary
- 14 4月 2020
After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.
Opinion
Middle East oil & gas operators in a better position to weather the storm than global peers
- 17 4月 2020
Oil revenues have collapsed and country finances are looking bleak. How will the Middle East fare through the crisis?
Editorial
How coronavirus is affecting power demand in the Midwest
- 08 4月 2020
The arrival of the COVID-19 pandemic has derailed power demand patterns and expectations in the Midcontinent ISO (MISO).

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