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When will the global gas market recover from coronavirus?

26 May 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Opinion

The impact of travel restrictions on oil and gas supply chains

28 May 2020

The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.

Opinion

Lower 48 midstream not immune to oil price volatility

03 June 2020

Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

Opinion

As politicians bicker, Australia’s energy and natural resources exports to China are booming

09 June 2020

But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

Opinion

Three challenges that will stretch spandex in 2020

18 June 2020

Rapid growth means spandex is poised to become a mainstream textile fibre – but environmental issues, commoditisation and the impact of Covid-19 all pose challenges.

Opinion

European gas suppliers gearing up for recovery

17 June 2020

Demand continues to recover – but will Europe’s gas market stay in balance? Learn about the dynamics in the European gas market this year and why Summer 2021 will be more finely balanced.

Opinion

How will the Asia Pacific upstream sector emerge from the crisis?

17 June 2020

Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

Opinion

US LNG exports slump

25 June 2020

The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

Opinion

Has Covid-19 left the apparel industry hanging by a thread?

01 July 2020

Fibres markets have been hit hard by coronavirus, and the apparel sector – where 55% of total fibre volume was consumed in 2019 – is where the value chain has been most exposed.

Opinion

What’s behind the BP and INEOS petrochemical deal?

06 July 2020

While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.

Opinion

Why US solar tariffs (almost) worked – and why they don’t now

20 July 2020

Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

Opinion

The art of never letting a crisis go to waste

15 July 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

Featured

Covid-19 reveals critical flaw in European power systems – lack of flexibility

23 July 2020

Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19

Opinion

Natural gas: friend or foe in Europe’s 2030 emissions target?

24 July 2020

Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

Opinion

Can PTA producers survive plummeting polyester demand?

28 July 2020

The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.

Opinion

China unveils the extent of its gas ambitions

05 August 2020

Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.

Opinion

What forces will shape global gas markets over the next two decades?

13 August 2020

Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

Opinion

How would a second wave of lockdowns affect oil and gas markets?

18 August 2020

The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?

Opinion

What a second wave of lockdowns would mean for Asia’s oil and gas markets

18 August 2020

Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

Opinion

Has Covid-19 changed the economics of plastics recycling?

25 August 2020

The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?

Opinion

Trump vs Biden: what does the election mean for US coal markets?

09 September 2020

In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?

Opinion

Why the majors, electric utilities, and private equity firms all want to own US microgrids

03 September 2020

The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.

Opinion

LNG regasification: why there’s still plenty of gas in the tank

08 September 2020

The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.

Opinion

Re-inventing the North West Shelf

08 September 2020

With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.

Opinion

UK's 32nd Offshore Licensing Round

08 September 2020

The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?

Opinion

An Accelerated Energy Transition *batteries not included

10 September 2020

An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.

Opinion

Could coal and renewables put the squeeze on gas?

16 September 2020

Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

Opinion

Which Supermajors’ portfolios are most resilient?

16 September 2020

In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority

Opinion

Time for Asia’s Sputnik moment on decarbonisation

22 September 2020

Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

Opinion

Is conventional ESG data failing mining companies and investors?

23 September 2020

As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.

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Search results: 5322

When will the global gas market recover from coronavirus?

The impact of travel restrictions on oil and gas supply chains

Lower 48 midstream not immune to oil price volatility

As politicians bicker, Australia’s energy and natural resources exports to China are booming

Three challenges that will stretch spandex in 2020

European gas suppliers gearing up for recovery

How will the Asia Pacific upstream sector emerge from the crisis?

US LNG exports slump

Has Covid-19 left the apparel industry hanging by a thread?

What’s behind the BP and INEOS petrochemical deal?

Why US solar tariffs (almost) worked – and why they don’t now

The art of never letting a crisis go to waste

Covid-19 reveals critical flaw in European power systems – lack of flexibility

Natural gas: friend or foe in Europe’s 2030 emissions target?

Can PTA producers survive plummeting polyester demand?

China unveils the extent of its gas ambitions

What forces will shape global gas markets over the next two decades?

How would a second wave of lockdowns affect oil and gas markets?

What a second wave of lockdowns would mean for Asia’s oil and gas markets

Has Covid-19 changed the economics of plastics recycling?

Trump vs Biden: what does the election mean for US coal markets?

Why the majors, electric utilities, and private equity firms all want to own US microgrids

LNG regasification: why there’s still plenty of gas in the tank

Re-inventing the North West Shelf

UK's 32nd Offshore Licensing Round

An Accelerated Energy Transition *batteries not included

Could coal and renewables put the squeeze on gas?

Which Supermajors’ portfolios are most resilient?

Time for Asia’s Sputnik moment on decarbonisation

Is conventional ESG data failing mining companies and investors?

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