What does the US-China trade war mean for US LNG projects?

• 24 June 2019

Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.

Poor capital discipline will drive difficult decisions for refiners

• 07 May 2019

Sustained oil demand growth provides an opportunity for the refining sector. But is the refining sector being overly optimistic about the scale of the opportunity? And is it over-investing in total crude capacity? Get the latest analysis from Alan Gelder.

North Sea exploration is making a comeback in 2019

• 08 January 2019

What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

Russia also matters in refining, but has its appetite to invest waned?

• 21 November 2018

Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

US tight oil piles pressure on refiners

• 01 October 2018

Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

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.

China and LNG: 5 takeaways from the CWC Gas and LNG Summit

• 11 June 2017

The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?

Starters’ orders for the oilfield services market?

• 07 December 2016

The last few years have been all about managing down the costs base, resulting in diminished capacity, and laying the foundations of the recovery.

Why offshore wind will attract more than US$211 billion between 2020 and 2025

• 03 March 2020

While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.

‘Life also, world also’ – India extends lockdown

• 14 April 2020

The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.

Global exploration before and after Covid-19

• 20 May 2020

Get the highlights of Wood Mackenzie's annual exploration survey, conducted just before the oil price crashed – and examine the stark contrast in plans and budgets pre- and post-pandemic.

Australia’s upstream M&A market is hotting up

• 13 October 2020

Deals are emerging across the sector, but finding the right buyer is a challenge. For the Majors, freeing up capital, bolstering balance sheets and clearing out assets which could be a drag on future cashflows is a priority. But it's a difficult time to sell.

Harvest or grow: what’s the future of upstream oil & gas investment?

• 27 November 2020

Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

Dual circulation and China’s push for energy security

• 25 November 2020

At its core, dual circulation is about relying less on the outside world.

What will oil and gas companies focus on in 2021?

• 19 January 2021

It’s been an extraordinary year for oil and gas companies. What will 2021 bring? Get the predictions for the year ahead from our corporate analysis team.

Suez blockage highlights Asia’s vulnerability to disruptions

• 31 March 2021

The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

Prices, FIDs and the energy transition: three key factors for global LNG

• 29 July 2021

Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.

De-constructing India’s gas supply boom

• 12 August 2021

India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.

Horizons Live: The Big Ban

• 30 June 2022

Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

Vaccinations point the way to energy demand recovery

• 19 March 2021

It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

OPEC producers key to world supply through to 2040

• 16 July 2018

Global natural resources consultancy Wood Mackenzie sees OPEC maintaining its role as a key oil supplier through to 2040, although output from non-OPEC producers will help ensure adequate supply in the years to 2030.

Wood Mackenzie 2022 Research Excellence Awards

• 28 February 2023

In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.

Asia-Pacific upstream: 5 things to look for in 2025

• 07 January 2025

Will Asia Pacific's recent hot streak in attracting renewed interest from the Majors and other IOCs continue in 2025?

China's mega crude-to-chemicals projects may deal knockout blow to regional PX exporters

• 21 August 2018

Higher base chemicals demand and feedstock security for heavy naphtha are driving the development of a new wave of mega-integrated refinery and chemical sites in China. Private Chinese chemical producers, including Hengli and Rong Sheng, are back-integrating their chemical plants with refineries by building mega-integrated facilities. Wood Mackenzie expects these projects to come on stream in the next 12 to 24 months.

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.

Why crude-to-chemicals is the obvious way forward

• 27 April 2020

Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?

What is the future of oil and gas exploration?

• 05 May 2022

The results of the 22 edition of our annual Future of Exploration survey are in.

End of an era looms as Chevron seeks UK exit

• 23 May 2024

Clair is the big attraction for would-be buyers

Kicking the hydrocarbon habit – Part II

• 10 December 2019

Carbon emissions and global temperatures will continue to rise and the world is in danger of falling well short of the 2 °C path set out in the Paris Agreement. That’s the July conclusion of our base case outlook for global energy supply through 2040. We’ve now flexed the base case to look at what might be possible in an accelerated energy transition scenario.