Webinar: Oil price crash - deep cuts in upstream investment

• 26 3月 2020

The upstream oil and gas sector faces unprecedented uncertainty. It is clear oil companies must act quickly. Cuts to discretionary investment will be immediate and deep. While there are parallels to 2015-16, many things have moved on since the last downturn.

The oil market in crisis

• 16 3月 2020

The coronavirus outbreak derailed OPEC+, threw the oil market into turmoil and sent an already unloved sector into freefall. We addressed some of the most frequently asked questions about the oil price crash and what it meant for the energy sector.

State of the Market: webinar series

• 01 4月 2020

Webinar | Japan's E&Ps: structural change and the road ahead

• 27 3月 2020

They are a material, often unheralded, part of the upstream industry, producing 1.6 million boe/d. But, the energy transition and declining domestic demand has forced Japan’s upstream companies to review their strategies. Japanese explorers and producers face a tough choice: to grow or to exit the sector entirely? Join Asia Pacific Research Director Angus Rodger and Upstream Research Associate Zixin Goh as they examine the road ahead for Japanese E&Ps.

Can the North Sea survive the price rout?

• 23 3月 2020

The North Sea has weathered several storms in its 50-year existence. But the events of the past few weeks mean the sector is entering uncharted waters. The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003.

Webinar | Collapsing demand sets the terms in the battle for market share

• 07 4月 2020

The global oil market has been hit hard with collapsing demand while OPEC+ abandoned its production restraint and supply began rising. Topics will include: • The outlook for global oil demand in 2020 – how low can it go? • China demand is stabilizing – Will US and Europe follow that path? • The impact of low oil prices on US Lower 48 • OPEC and non-OPEC supply: What is up and what is down • Implications for 2020-2021 oil prices

Coronavirus restrictions set to hit US utility-scale solar projects

• 01 4月 2020

The coronavirus pandemic is likely to have a material impact on utility-scale solar installations in the US this year, and perhaps even into 2021. In its Coronavirus: US Solar PV Supply Chain and Utility-Scale Market Risk report, Wood Mackenzie says that, in a best-case scenario, the market could see up to four weeks of supply delays affecting a few hundred MWs of modules and inverters. This, combined with construction disruptions, could translate into as much as 2 GWdc of project development delays in 2020.

Webinar: The Majors' playbook for low prices

• 03 4月 2020

The Majors have reacted swiftly to the oil price collapse. What are the levers they can pull if oil prices remain low? • Have they cut enough? • Have the cuts been to the bone? • Can M&A save the day? • Are dividends at risk?

African upstream capex ‘may be slashed by 33%’

• 31 3月 2020

Faced with the double whammy of the oil price crash and the coronavirus pandemic, Africa’s upstream sector looks set to slash capital spending by around 33% in 2020. Similar cuts to operating costs are also targeted by producers to stay cash-flow neutral. Unlike the 2015-16 price crash, this time nothing is sacrosanct: some operators will even wield the axe on committed spend, as well as the discretionary expenditure.

India’s 21-day lockdown – Impact on commodities?

• 30 3月 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this means for the power, coal, gas and LNG, and oil products sectors.

Webinar | Gas and power market updates

• 09 4月 2020

Covid-19 pandemic and plunge in oil price: what do they mean for APAC gas and power markets? 新冠疫情大流行和油价暴跌会如何影响亚太天然气和电力市场？

Oil price crash dents timeline of Australia’s second wave of FIDs

• 26 3月 2020

Wood Mackenzie’s latest analysis reveals that Australia’s next wave of LNG projects are likely to be delayed.

Global wind power capacity to grow by 112% over next 10 years

• 26 3月 2020

Global wind power capacity additions are expected to sit at an annual average of 77GW from 2020 to 2029, according to Wood Mackenzie.

Oil price rout: which supply is most at risk of shut-in?

• 27 3月 2020

The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

Middle East Webinars

• 27 3月 2020

Webinar: Will coronavirus accelerate or decelerate the energy transition?

• 15 4月 2020

Join Wood Mackenzie for its new webinar series, Connecting Conversations. Twice a month, we will bring together a panel of experts to discuss energy’s most pressing questions.

Webinar | Global energy storage outlook: the challenging reality and coronavirus impacts

• 23 4月 2020

The nickel industry in 2020: Optimism amidst the chaos?

• 07 4月 2020

Webinar | North American Power Markets Update

• 14 4月 2020

During this webinar, principal power analyst Rob Whaley will present new Wood Mackenzie research on North American power markets. The webinar will cover: 1) Sagging power prices and increasing curtailment risks as renewables penetration rises 2) The strain on North American grid infrastructure as interconnection queues continue to swell 3) Disparate timelines between the deployment of renewable generation assets and the necessary grid infrastructure required to support them, and increasing risk on financiers of power projects. Plus, join the Q&A for a discussion about potential coronavirus impacts.

Collapsing demand sets the terms in the OPEC+ battle for market share

• 09 4月 2020

Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

Webinar: What crashing LNG prices means for renewables (AMERICAS|EMEARC)(2)

• 31 3月 2020

Join Wood Mackenzie for its new webinar series, Connecting Conversations, available exclusively to Wood Mackenzie. Twice a month, we will bring together a panel of experts to discuss energy’s most pressing questions.

Webinar | Live CAISO Q+A

• 15 4月 2020

In this webinar, our power analysts will discuss trends they’re seeing in CAISO and answer questions about the impacts the coronavirus is having on the region.

India’s bulks supply chain takes a hit during lockdown

• 08 4月 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Businesses are shut, and the supply chain is disrupted. Industries are either closed or operating at sub-optimal utilisation.

Webinar | The Energy Transition in the age of the coronavirus: a metals & mining perspective

• 22 4月 2020

Please join us on Wednesday, April 22nd for a presentation and discussion with Julian Kettle, Vice Chairman of Metals and Mining at Wood Mackenzie. With over 30 years in the industry, Julian is well placed to talk through previous mining downturns, what we can expect in the current market and how it will affect the Energy Transition for metals: • The energy transition: a double-edged sword for metals • Is carbon the new differentiator for metals? • Where is the value in a decarbonising world?

South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

• 15 4月 2020

South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

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.

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.

India extends lockdown - what's next for the energy sector?

• 24 4月 2020

With the lockdown extended and further disruption expected, how will India’s energy sector come out of this pandemic?

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.

Webinar | Grid Edge and DER Market Update

• 18 6月 2020

The transition to a next-generation energy system will require increased penetration of DERs and other grid edge technologies. In this webinar, Wood Mackenzie analysts will share: • New market sizing and forecasts for resources with potential for grid flexibility: solar, energy storage, distributed fossil generation and load management of residential and C&I sites in the United States • Analysis of the different grid services and aggregation options that are evolving today, and how they will allow DERs offer true flexibility to both customers and the electric grid • Insight into how utilities, grid operators and vendors should think about shifting demand, harnessing distributed resources and developing business models in the grid edge space