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

Nord Stream 2 and the battle for gas market share in Europe

• 24 July 2020

The US administration and Congress are trying to prevent the completion of the new gas pipeline from Russia to Germany

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

What the energy world looks like in 2030

• 28 January 2020

This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

Boom times: American ethylene’s reversal of fortunes

• 26 July 2017

Steve Zinger, Senior Vice President Chemicals, assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal entitled The shale gas revolution in just one word: Plastics

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.

How high can the oil price go in 2021?

• 18 June 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

Argentina LNG exports positioned to meet peak demand in Asia

• 13 June 2019

Rising natural gas production in Argentina, coupled with competitive global LNG transportation costs, is expected to position the country as an emerging source of gas supply to Asia during peak demand periods, according to new research from Wood Mackenzie.

Attack on Saudi Arabia's oil facilities

• 16 September 2019

This attack has material implications for the oil market, as a loss of 5 million barrels per day of supplies from Saudi Arabia cannot be met for long by existing inventories and the limited spare capacity of the other OPEC+ group members. A geopolitical risk premium will return to the oil price.

Boom times: American ethylene's reversal of fortunes

• 27 June 2017

Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.

Saudi Arabia’s May 2020 OSPs for crude exports bode well for Asian refiners

• 16 April 2020

Looking at the May OSPs, it is clear that Saudi Arabia wants to ensure its crude remains very competitive in Asia.

The impact of Republican control on US energy policy and the IRA

• 19 November 2024

We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

Electric vehicle battery recycling: bridging a supply-side divide

• 29 July 2019

Can the environmental impact of electric car batteries be mitigated? Electric vehicle battery recycling offers a sustainable solution as EV markets grow.

President Biden aims for higher employment and lower emissions

• 01 April 2021

Two announcements this week showed the administration attempting to deliver on its promise that a key goal of climate policy is job creation.

Top 10 articles of 2022

• 10 January 2023

It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.

A global economic slump: what will it mean for metals and mining?

• 11 June 2020

Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.

Where next for exploration in Asia Pacific?

• 18 February 2020

Reports of the death of exploration have been greatly exaggerated. Since the 2014 oil price downturn, the industry has re-imagined exploration. Spend has halved since its peak, and only the boldest exploration teams now take difficult wells in tough locations to their investment committees.

What do the Saudi attacks mean for Asia?

• 20 September 2019

September 14 drone strikes on Saudi Arabian oil and gas infrastructure at Abqaiq and Khurais highlighted the vulnerability of Asia's oil markets to an attack on facilities in the Middle East. Analysis from Gavin Thompson.

COP27: on the horns of the energy trilemma

• 03 November 2022

COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.

Middle East leads the pack in 2018 FID bonanza

• 15 April 2019

11 projects sanctioned in the Middle East as producers look to take advantage of the lower cost environment. What’s behind the boom?

Oil markets - OPEC restraint needs to stretch into 2018. A supply glut lurks just below the surface.

• 22 March 2017

Why have oil prices come under renewed downward pressure? Our Macro Oils team, led by Ed Rawle, sees three main reasons.

Chance of a lifetime: can India show the developing world a unique path to net zero?

• 18 January 2024

India’s global profile is soaring. It already boasts the world’s largest population and is forecast to be the fastest-growing major economy over the coming decades. By 2050, it will be the world’s third-largest economy, up from sixth today.

North America Power Solutions

Get a visual representation of major constraint patterns, congestion risks, and historic impact analysis.

Carbon intensity regulation to make or break global low-carbon hydrogen market

• 15 February 2024

The future of low-carbon hydrogen hinges on global policymakers introducing regulations and subsidies that focus on the carbon intensity of the hydrogen produced rather than its colour.

Dorado: Australia's biggest oil discovery this century

• 17 August 2018

Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

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.

How NOCs’ exploration strategies are evolving

• 07 July 2022

NOCs hold two thirds of global remaining resources – how is their attitude to exploration changing with the energy transition?

What next for the oil market as the US reimposes sanctions on Iran?

• 06 November 2018

What next for the oil market as the US reimposes sanctions on Iran?

Major Chinese companies leading the charge in renewed Belt and Road push

• 24 June 2019

CNPC and CNOOC have each acquired a 10% stake in Novatek’s Arctic LNG-2 project. What’s the significance for China's Belt and Road Initiative?

Over US$11 billion of Australian gas projects to be sanctioned in 2021

• 10 December 2020

Wood Mackenzie’s Australasian upstream 2021 outlook report shows at least US$11 billion of gas projects poised for FID in 2021.