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Tesla Model 3: does it signal an electric car revolution? (abridged slidepack)
This Insight is an excerpt of a wider study developed by Wood Mackenzie’s North America Power Markets team with collaboration from the Refined Prod...
Thailand's scramble for LNG: a reality check on gas market fundamentals
Thailand’s LNG demand has surged by almost 50% in first-half 2022 compared to the same period last year. Our full-year LNG demand forecast for Thai...
The conundrum of contracting thermal capacity in Brazil
The 2021 round of regulated electricity auctions in Brazil will start on 25 June, with the auction to re-contract existing thermal power plants. Al...
The evolving landscape in the Southern Cone: what does it mean for gas and LNG markets?
The Southern Cone has been the most dynamic and integrated gas market in South America, where Bolivia plays a key gas supplier role for Argentina a...
Covid-19 and oil demand: A world divided
The world’s response to the continued pandemic is divided, shifting the impact on oil demand by region. As vaccination programmes accelerate in the...
China and Covid-19: Returning lockdowns increase downside risk to demand
China's oil demand has been recovering since the severe hit of Omicron outbreaks in April. However, as Covid cases rebounded in late June/early Jul...
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