In our H1 2018 Long-term Outlook, we analyse the prospects for long-term supply, demand, and prices across the gas and power space.
Despite massive gas infrastructure investment in Mexico, including connections to the prolific Permian play in West Texas, a surge in LNG and a spike in energy prices have questioned the results of the energy reform. In the early edition of our H1 2018 Long-term Outlook, we analyse the factors driving this increase and the prospects for long-term supply, demand, and prices across the gas and power space.
This report contains
Mexico GPR Long Term Outlook 4 1 2018.pdf
LTO H1 2018 Early Release Gas Demand Breakout Mexico 4 1 2018.xlsx
LTO H1 2018 Early Release Gas Price Outlook Mexico 4 1 2018.xlsx
LTO H1 2018 Early Release Gas Supply Breakout Mexico 4 1 2018.xlsx
LTO H1 2018 Early Release Gas Supply Demand Balance Mexico 4 1 2018.xlsx
The energy transition takes hold; what's next for commodities? See the six messages from our Energy View to 2035.
The term ‘energy transition’ is perhaps overused, but it does serve to describe the themes, trends and forecasts summarised in the 2018 edition of Wood Mackenzie's Energy View to 2035. The world is moving away from a fossil fuel dominated energy system, and towards one featuring greater consumption of electricity, more renewables, and lower CO2 emissions. But this new era won’t arrive overnight, or even in a single decade. The energy transition is a long-term story.
This report contains
Energy View to 2035.pdf (2)
Energy View to 2035_Executive Summary.pdf
Energy view to 2035: the energy transition takes hold, what's next for commodities?
Breakeven costs are down, but can conventional pre-FID projects compete with US Lower 48 tight oil?
Breakeven costs are assigned to every element of our global liquids supply view allowing a comprehensive view of the global cost of supply. Key analysis includes: 1) How the cost of supply will change through to 2035. 2) The importance future drilling in US Lower 48 and pre-FID projects. 3) Where each sub-play and pre-FID conventional project sits on the cost curve in ten years time. 4) How have offshore breakevens changed since before the price crash.
The outlook for nickel is one of under supply, falling stocks and higher prices with deficits deepened by demand from EV batteries.
The mid- to long-term outlook for nickel is one of under supply, falling stocks and higher prices. Demand for nickel from EV batteries, which is separated out in our data for the first time, merely serves to deepen those future deficits.
Spending has halved since 2014 as investors have piled-into the phenomenon of US tight oil. So is it all bad news for Sub-Saharan Africa?
Sub-Saharan Africa has seen upstream investment fall by 56% since 2014. Governments have been slow to react and now face stiff global competition for investment dollars. Many of Sub-Saharan Africa's biggest operators have larger, more valuable businesses in the US, which are also benefitting from a 15% cut in income tax. So, might these companies exit the continent to focus on bigger returns stateside? We analyse the Majors and Large Caps with businesses in both regions to see where their value lies, where they are investing and what the future might hold for Sub-Saharan Africa.
This report contains
Can Sub-Saharan Africa compete with the US upstream investment boom?
The upstream supply chain in brief provides critical insight on the latest market news and trends within the offshore oil and gas market.
The upstream supply chain in brief provides critical insight on the latest market news and trends within the offshore oil and gas market. Within this offering, Wood Mackenzie's team of dedicated supply chain experts are uniquely positioned to add value to our clients by translating market event drivers into possible implications for the global supply chain. Insight around market events is driven by deep understanding of the upstream supply chain space and compliments the team's offering providing global and regional capex forecasts, news on the latest contracting activity as well as installation trends.