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.

Investor Service

Institutional investor focused intelligence across Power & Renewables, Oil & Gas, and Metals & Mining. Links to Investor Service should exist within each Industry.

Six themes shaping the energy world in 2024

• 09 January 2024

What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.

Rising US oil exports, market disruption, Brent-WTI spread

• 30 January 2018

What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

Advanced reactors promise a new era for nuclear power

• 09 June 2023

The complexities of construction and operation mean that hopes of low-cost nuclear power have often been disappointed. The industry now has a chance to break that cycle

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

December '18 OPEC meeting: production cuts expected

• 03 December 2018

As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.

Metals and mining: will 2020 be a milestone year?

• 28 January 2020

With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.

OPEC+ agrees to increase output after tense negotiations

• 07 December 2020

Tense negotiations and rumours of a rift between Saudi Arabia and UAE ended with a compromise deal for OPEC+ on 3 December 2020. Despite concerns on oversupply for Q1 2021, the group agreed to increase output by 500,000 b/d in January. Production restraint is set at minus 7.2 million b/d instead of the Q4 2020 level of minus 7.7 million b/d.

AI helps support demand for US gas

• 15 March 2024

US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.

OPEC+ surprises market as it extends output curbs

• 04 March 2021

OPEC+ took the market by surprise when it decided to roll over its quota, saying that rather than anticipate a demand recovery, the group would wait to see it actually recover. The market was expecting a substantial increase in production because a tightening in the supply and demand balance is already evident.

US gasoline prices hit record highs

• 10 June 2022

Refining capacity constraints, OPEC+ strategy and investor demands have driven up fuel prices worldwide, with little prospect of relief in the short term.

Four themes to watch as the Majors position for a new era

• 02 April 2018

With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

What higher oil prices in 2024 could mean for the economy and politics

• 14 September 2023

The oil market has come to life, with prices finally delivering on our expectations for 2023. Our oil experts, Ann-Louise Hittle and Alan Gelder, join Simon Flowers to discuss where the market goes from here and what this could mean for the economy and politics.

Is there light at the end of a dark tunnel for US coal markets?

• 26 March 2021

US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?

From Russia with love: the olefins chain

• 19 April 2018

What are our petrochemical industry colleagues in the Commonwealth of Independent States (CIS) thinking about?

The data centre opportunity: navigating growth, affordability and reliability

• 22 May 2026

The impact of the energy transition and data centre boom on prices for utility customers

Veritas Capital completes acquisition of Wood Mackenzie

• 02 February 2023

Veritas Capital (“Veritas”), a leading investor at the intersection of technology and government, today announced that an affiliate of Veritas has completed the purchase of Wood Mackenzie from Verisk (Nasdaq: VRSK).

Reducing the emissions of US LNG: looking for ways to move the needle

• 01 May 2021

Wood Mackenzie’s Ed Crooks recently highlighted the increased scrutiny placed on the carbon footprint of US LNG by the Biden administration, and the importance of proving the “green” credentials of LNG export projects. Rising awareness of the climate implications of LNG is a rapidly growing globa...

OPEC stays the course with production deal

• 01 December 2017

OPEC and non-OPEC producers agree to extend production curbs through 2018

Upstream oil and gas: top trends and wildcards to watch in 2022

• 13 December 2021

The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.

Questions over the Trump administration’s plans for solar and wind

• 31 January 2025

Trump administration’s renewable energy restrictions could impact U.S. solar and wind projects, conflicting with efforts to boost electricity supply for AI data centers. Learn how policy shifts, tax credits, and grid challenges shape the future of clean energy.

OPEC+ strikes a deal to avoid oil glut

• 04 December 2020

The production cuts agreed by the OPEC+ group in April have been highly effective in rebalancing the oil market after the pandemic sent demand plunging. With hopes growing of a stronger rebound next year, some countries, led by the United Arab Emirates, have been calling for OPEC+ to stick to its plan to allow almost 2 million b/d of extra production in January. But demand is expected still to be weak in the first quarter at least, as the Covid-19 vaccines begin to be rolled out. An OPEC+ production increase of that size would have risked an oversupplied market and falling crude prices. Facing that risk, the OPEC+ ministers pulled back from the brink and agreed a production increase of just 500,000 b/d, to be reviewed for possible further increases every month.

Top ten solar PV module manufacturers show resilience in H1 2024 despite facing significant headwinds, Wood Mackenzie says

• 23 January 2025

solar ranking

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.

The shrinking scale of greenfield oil and gas projects: slowing growth prospects outside the L48 bubble

• 26 January 2017

Despite the uptick in numbers, investment in greenfield conventional projects is stuck at a low ebb.

Low oil price could squeeze out 4 million b/d of non-OPEC supply

• 19 April 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.

Are Japan’s E&Ps facing an existential crisis?

• 12 March 2020

The energy transition has forced Japan’s upstream companies to review their strategies. Explorers and producers face a tough choice: to grow or to exit the sector entirely?

Horizons Live: No country for old fields

• 09 December 2024

Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.

Trump and Biden seek the middle ground on energy

• 11 September 2020

The two contenders for the US presidency have fundamentally different views on energy, but have been seeking to win over swing voters