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Opinion
The Biden administration seeks answers to high fuel prices
- 17 June 2022
The president has asked refiners to increase output. Effective solutions will be more complex.
Opinion
Is China’s gas market having a wobble?
- 08 October 2019
There’s no doubt the global LNG market needs China; it’s that simple. With some 165 million tons per annum (Mtpa) of new supply expected to take final investment decision between 2018 and 2021 and US$240 billion of investment required to bring this online, much attention is focused on how much China can consume.
Opinion
Australia’s energy revolution: the promise of battery storage and hydrogen
- 12 July 2023
Abundant natural resources point to immense opportunities for battery storage and hydrogen in Australia – policy support will play a vital role.
Opinion
After the crash: five key changes in US Gulf of Mexico
- 04 June 2020
How US Gulf of Mexico companies have adjusted their budgets and production levels in response to the 2020 oil price crash
Opinion
Asia’s NOCs can now move through the decarbonisation gears
- 30 March 2022
As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.
Opinion
A new Marshall Plan for energy
- 28 March 2022
The US and EU still aim to tackle climate change. But cutting European imports of Russian gas is the immediate priority.
Opinion
An ADNOC trilogy (part 3): big gas ambitions
- 15 September 2023
ADNOC’s gas self-sufficiency strategy relies on the development of ultra sour, unconventional, and gas cap resources – but the cost and complexity are impeding progress
Opinion
From ‘revenge spending’ to plunging exports, China’s path to economic recovery remains uncertain
- 06 May 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
Biden exit shakes up US presidential race
- 23 July 2024
The election in November will have significant consequences for US energy. Uncertainty is already affecting some sectors
Opinion
Why polyolefins are the polymers to watch
- 07 October 2020
Polyolefins dominate global plastics production, and offer useful insights into the overall health of the petrochemicals industry. So what are the drivers of demand? How has coronavirus altered the picture? And what really sets polyolefins apart in a chemicals portfolio?
Opinion
Lukoil takes Petronas’ Shah Deniz stake in US$2.25bn deal
- 02 December 2021
Lukoil recently announced the US$2.25 billion acquisition of Petronas' 15.5% stake in the giant BP-operated Shah Deniz gas-condensate field, offshore Azerbaijan.
Opinion
Emissions rules for US power pose some difficult questions
- 06 May 2024
New EPA regulations for coal plants hit an industry in decline. Emissions curbs for gas plants would affect a sector that is still growing.
Opinion
The coming US low-carbon energy boom
- 27 January 2023
The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.
Opinion
The fork in the road for Asia’s oil and gas demand
- 23 September 2021
Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.
Opinion
ADNOC doubles net hydrogen production through stake in ExxonMobil’s Baytown project
- 01 October 2024
The ExxonMobil Baytown Blue Hydrogen complex has announced major developments in recent months, rounded off by ADNOC taking a 35% stake in the project. The project – if developed – would become the world's largest blue hydrogen project, producing 0.9 million tonnes per annum (Mtpa) of blue hydrogen and 1 Mtpa of blue ammonia.
Opinion
Debt deal aims to expedite US energy investment
- 05 June 2023
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
Opinion
What investors want to know about energy and natural resources
- 17 June 2020
The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”
Opinion
Battery storage begins to play a key role for US grids
- 24 May 2024
California and Texas increasingly rely on battery storage to balance their grids. As solar and wind power continue to grow, other states are likely to follow.
Opinion
Could an expansion of Western sanctions derail Yamal LNG?
- 28 August 2024
The implications of the EU's ban on the transshipment of Russian LNG and what could come next
Opinion
Australia’s North West Shelf set for change
- 24 June 2020
Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.
Opinion
The US tight oil industry grows up
- 23 June 2023
As the E&P sector embraces capital discipline and stability through the cycle, the US may be losing its role as a swing producer
Opinion
The historic decline of US coal
- 29 May 2020
Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend
Opinion
The coronavirus crisis: assessing the impact on energy
- 27 March 2020
Demand for oil, gas and power is recovering in China, but falling sharply in the rest of the world. The coronavirus pandemic has already had a profound impact on energy, with oil prices plunging and companies taking an axe to their capital spending plans. But the implications of the crisis are only just starting to emerge.
Opinion
Goldwind captures the top spot for global wind turbine supply
- 09 May 2023
Three different OEMs realised double-digit GW installations in 2022, despite multiple supply chain complications
Opinion
Canada upstream: 4 things to look for in 2024
- 10 January 2024
The inflection points we see across the production, exploration, sustainability and M&A themes.
Opinion
Biden’s clean energy plan aims at job creation
- 17 July 2020
As the US faces economic crisis, the Democratic presidential challenger sees opportunities for stimulus in the energy transition
Opinion
North Sea decommissioning: a turning point lies ahead
- 09 December 2020
£16 billion will be spent on offshore decommissioning in the coming decade – how can costs be planned and managed effectively?
Opinion
APAC Energy Buzz: 2023 – cheerful or fearful?
- 15 December 2022
Wood Mackenzie's APAC team looks at predictions for 2023
Opinion
US oil's cautious response to the energy crisis
- 20 September 2022
Constraints including investor expectations and equipment shortages mean growth has been steady, not rapid.
Opinion
4 key refining and chemical themes from Moscow
- 23 April 2019
We've condensed dozens of discussions at Wood Mackenzie's first Russia downstream forum and the 7th CIS Petrochemicals 2019 Conference into 4 of the hottest topics.

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