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  • Commodity market report

    Renewables and US gas vie for Mexico's power market: Mexico gas, power, and renewables long-term outlook H1 2018

    • 26 April 2018

    In our H1 2018 Long-term Outlook, we analyse the prospects for long-term supply, demand, and prices across the gas and power space.

    $8,000.00

    Summary

    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.

    What's included

    • Document

      Mexico GPR Long Term Outlook 4 1 2018.pdf

      PDF 2.72 MB

    • Document

      LTO H1 2018 Early Release Gas Demand Breakout Mexico 4 1 2018.xlsx

      XLSX 927.20 KB

    • Document

      LTO H1 2018 Early Release Gas Price Outlook Mexico 4 1 2018.xlsx

      XLSX 251.08 KB

    • Document

      LTO H1 2018 Early Release Gas Supply Breakout Mexico 4 1 2018.xlsx

      XLSX 1.21 MB

    • Document

      LTO H1 2018 Early Release Gas Supply Demand Balance Mexico 4 1 2018.xlsx

      XLSX 617.41 KB

    • Document

      LTO H1 2018 Early Release Capacity Prices Mexico 4 1 2018.xlsx

      XLSX 99.78 KB

    • Document

      LTO H1 2018 Early Release Clean Energy Compliance Mexico 4 1 2018.xlsx

      XLSX 107.42 KB

    • Document

      LTO H1 2018 Early Release Delivered Fuel Prices Real Mexico 4 1 2018.xlsx

      XLSX 256.40 KB

    • Document

      LTO H1 2018 Early Release Load Forecast Mexico 4 1 2018.xlsx

      XLSX 137.95 KB

    • Document

      LTO H1 2018 Early Release Prices Sparks IHR Darks Real Mexico 4 1 2018.xlsx

      XLSX 2.79 MB

    • Document

      LTO H1 2018 Early Release Supply Demand Energy Mexico 4 1 2018.xlsx

      XLSX 484.69 KB

    • Document

      Renewables and US gas vie for Mexico's power market: Mexico gas, power, and renewables long-term outlook H1 2018

      ZIP 9.08 MB

  • Insight

    Can Sub-Saharan Africa compete with the US upstream investment boom?

    • 26 April 2018

    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?

    $1,350.00

    Summary

    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.

    What's included

    • Document

      Can Sub-Saharan Africa compete with the US upstream investment boom?

      PDF 668.04 KB

  • Insight

    Global Oil Cost Curves and Pre-FID Breakevens

    • 07 March 2018

    Breakeven costs are down, but can conventional pre-FID projects compete with US Lower 48 tight oil?

    $5,000.00

    Summary

    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.

    What's included

    • Document

      PDF_Global Cost Curves.pdf

      PDF 1.59 MB

    • Document

      Data_Global Cost Curves.xlsx

      XLSX 2.00 MB

    • Document

      Global Oil Cost Curves and Pre-FID Breakevens

      ZIP 3.21 MB

  • Commodity market report

    Global nickel long-term outlook Q1 2018

    • 23 March 2018

    The outlook for nickel is one of under supply, falling stocks and higher prices with deficits deepened by demand from EV batteries.

    $6,750.00

    Summary

    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.

    What's included

    • Document

      Global nickel long-term outlook q1 2018.pdf

      PDF 280.15 KB

    • Document

      Nickel Tables LTO Q1 2018.pdf

      PDF 1.37 MB

    • Document

      LTO Slidepack Q1 2018.pdf

      PDF 1.99 MB

    • Document

      Demand main changes nickel LTO Q1 2018.xls

      XLS 154.00 KB

    • Document

      Demand analysis nickel LTO Q1 2018.xls

      XLS 1.66 MB

    • Document

      Supply main changes nickel LTO Q1 2018.xls

      XLS 192.50 KB

    • Document

      Production rankings nickel LTO Q1 2018.xls

      XLS 69.50 KB

    • Document

      Equity Production nickel LTO Q1 2018.xls

      XLS 3.26 MB

    • Document

      Mine analysis nickel LTO Q1 2018.xls

      XLS 835.00 KB

    • Document

      Smelter analysis nickel LTO Q1 2018.xls

      XLS 377.00 KB

    • Document

      Refinery analysis nickel LTO Q1 2018.xls

      XLS 1.01 MB

    • Document

      Market balance and prices nickel LTO Q1 2018.xls

      XLS 370.00 KB

    • Document

      Global nickel long-term outlook Q1 2018

      ZIP 5.08 MB

  • Insight

    Energy view to 2035: the energy transition takes hold, what's next for commodities?

    • 17 April 2018

    The energy transition takes hold; what's next for commodities? See the six messages from our Energy View to 2035.

    $3,400.00

    Summary

    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.

    What's included

    • Document

      Energy View to 2035.pdf (2)

      PDF 2.16 MB

    • Document

      Energy View to 2035_Executive Summary.pdf

      PDF 180.35 KB

    • Document

      Energy view to 2035: the energy transition takes hold, what's next for commodities?

      ZIP 2.06 MB

  • Insight

    Upstream supply chain in brief

    • 15 June 2018

    The upstream supply chain in brief provides critical insight on the latest market news and trends within the offshore oil and gas market.

    $1,350.00

    Summary

    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 during a highly challenging time 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.

    What's included

    • Document

      USC contracts awarded March April.xlsx

      XLSX 14.63 KB

    • Document

      Upstream supply chain in brief

      PDF 934.14 KB

    • Document

      Upstream supply chain in brief

      ZIP 846.64 KB