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Weathering the storm- How South Asia held the line on LNG so far amid the Middle East war
Bangladesh and Pakistan's dependence on Qatari LNG created severe vulnerabilities when supply disrupted, causing spike in spot prices and demand de...
Malaysia Reference Price (MRP): A few years on, has it delivered and where is it headed?
Introduced in 2022, MRP replaced nearly three decades of subsidised gas pricing with an LNG export-linked mechanism, ending a regime that had spurr...
OPEC+ production cuts tracker
In this spreadsheet we document the OPEC group changes historically, as far back as 2006. The focus is on the more recent agreements with the wider...
China’s 15th Five-Year Energy Plan and Action Plan for Carbon Peaking: implications for the natural gas sector
In June and July 2026, China released the 15th Five-Year Plan for Constructing a New-type Energy System and the Action Plan for Carbon Peaking Duri...
North America gas supply basin takeaway monitor
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply foreca...
Iran war scenarios: implications for the gas and LNG market
The ceasefire between the US and Iran has broken down and a prolonged closure of the Strait of Hormuz is now the greatest single risk to both energ...
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