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See the trigger.
Understand the shift.
Disruptions in the Middle East have shown how quickly regional conflict can reshape global supply chains and trade flows. Real-time physical intelligence tells you what's happening first. Structural fundamentals tell you whether the impact will last. Together, they give traders the connected intelligence to navigate volatility and act with confidence across every market and time horizon.
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The problem with how most desks are built
The alpha window closes before public data confirms the event.
The signal without the structure is an incomplete trade.
Fragmented data creates fragmented risk pictures.
50 years of energy market leadership and trusted independence.
5000+
Proprietary sensors across pipelines, power plants, LNG terminals, and storage hubs
100M
Data points generated daily
Sub-5 min
Read frequency - independent of any filing or reporting channel
900+
Gas pipeline updates per day across 20,000+ locations
The complete intelligence stack
Real signals. Real structure. Every horizon.
The physical trigger is only half the trade.
A pipeline freeze detected by a WoodMac sensor 40 minutes before the EBB posts is a real advantage. But the question that drives position sizing, trade duration, and portfolio construction is what happens next - and that requires structural intelligence.
Does this disruption resolve in 48 hours, or expose a supply constraint that will take months to unwind? Is the power price spike a short-term congestion event, or the beginning of a demand shift from data centre load growth that will permanently reshape regional gas burn?
Connecting both layers
WoodMac connects both layers without reconciling data from multiple providers:
- The physical layer: 6,000+ proprietary sensors generating 100 million data points daily across pipelines, power plants, LNG terminals, storage hubs, and refineries. Sub-5-minute reads. Independent of any EBB, operator filing, or public reporting channel.
- The structural layer: Integrated supply-demand balances, scenario modelling, and asset-level forecasts from a 2-year to 30-year horizon across gas, LNG, and metals - built bottom-up from verified sources, updated weekly with seamless API integration to feed into existing models.
For details on how your data is used and stored, see our Privacy Notice.
11x
More data points per hour than public European power sources
5-10 min
Lead over SCED in North American power markets
1,400+
Mining assets tracked with weekly updates
2yr-30yr
Structural outlook horizon across gas, LNG, and metals
From physical real-time signals to structural fundamentals
The physical gas signal before the EBB. The structural outlook before the market reprices.
- Real-time flows for 180+ US pipelines, delivering 900+ updates per day across 20,000+ locations, independent of EBB postings
- Bottom-up production forecasts for 50+ regions across the Lower 48 and Canada
- Daily supply-demand balances with an 18-month outlook, incorporating forward prices and fundamentals
- LNG intelligence including terminal berth cameras, liquefaction train monitoring, and North America LNG balances
- Structural gas and LNG fundamentals across North America, Europe, and Asia, including supply-demand, trade flows, contracts, shipping, and capacity
- Independent market forecasts and scenario analysis from 2 to 30 years
- API delivery of structural fundamentals directly into the models, analytics platforms, and risk systems your teams already trust
So what: Capture physical gas market signals before they are reflected in EBBs, surveys, or prices, then test whether they are supported by the long-term market balance. One source for real-time intelligence, structural fundamentals, and model-ready data from intraday trading decisions to 30-year strategic planning.
Actual storage volumes at Cushing before the EIA report. Actual refinery status before the formal announcement.
- Bottom-up US crude production forecast from 20,000+ individual wells by basin and crude quality
- Direct tank monitoring at Cushing and all key US, Canadian, and European storage hubs - ahead of EIA weekly reports
- Real-time operations at 100+ US and Canadian refineries (90% of US capacity), European ARA/UK/France, and APAC
- Real-time alerts on unplanned refinery outages before formal announcements
So what: The most detailed bottom-up oil production forecast on the market. The intelligence to anticipate crude demand and product supply changes before they move prices.
A 5-10 minute lead over SCED in North America. 11x more data points per hour than public sources in Europe. 100% visibility when ENTSO-E went dark for 14 days.
- Real-time power market intelligence across North America and Europe - built on the same proprietary physical observation infrastructure as our gas and oil products, so you see the cross-commodity signal chain forming before either market has repriced.
- North America - Market-complete visibility across all tradeable nodes in ERCOT and major ISOs via EMF, MUO, and infrared sensors across 2,000+ transmission lines - 5-10 minute lead vs SCED / ISO telemetry - real-time frequency events, supply-stack analysis, and LMP data for nodes, plants, and hubs - On-demand custom power-flow models for FTR/CRR portfolios - unlimited runs, analyst support, full API access
- Europe - 11x more data points per hour than public sources - independent proprietary hardware - Proven resilient during the 14-day ENTSO-E blackout, December 2025 - 100% visibility when the rest of the market was paralysed - German intraday price forecasting at 1-minute intervals with transparent model attribution - LP dispatch modelling with plant-level detail, hourly resolution, and full output traceability
So what: Node-level congestion intelligence in North America not available from any other provider. The only European power platform proven independent when public infrastructure failed.
The market driving your next move is rarely the one you are watching.
Lens Metals & Mining delivers the asset-level intelligence to screen opportunities, price bids, defend valuations with conviction, and understand how physical trigger events in energy markets flow through to critical mineral supply chains and long-duration positions.
- Assets Discovery - screen 1,400+ assets by cost curves, reserves, production, and infrastructure proximity, with weekly updates
- Assets Valuations - independent models to defend bids, validate counterparty claims, and protect capital deployment
- Markets Forecast - benchmark internal supply, demand, and price outlooks across metals and mining value chains to 2050
- Markets Scenarios - stress-test 10-20 year offtake and finance commitments under base case, net-zero, and pledges scenarios
- Supply Chain - track material flows from mine to smelter to refinery; validate counterparty delivery before committing capital
So what: When you are sizing a long copper position or structuring an offtake deal, Lens Metals & Mining connects the physical supply picture to the structural demand outlook - so your conviction is built on independent intelligence, not management projections.
Why Wood Mackenzie
A categorically different class of intelligence
Ahead of the market
Ahead of the market
Every trade you make on public data is a trade you made on someone else's timeline. Our proprietary sensor network fires before any public data source, EBB, or news alert - because it measures physics, not reports.
Real proprietary data. Not synthetic.
Real proprietary data. Not synthetic.
Built directly on proprietary intelligence - EMF sensors, infrared cameras, and satellite imagery observing pipelines, power plants, storage hubs, refineries, and LNG terminals. This is real-data - verifiable, traceable, and built from verified physical sources.
Expert analysts
Expert analysts
Our global team of 250+ analysts sit above the physical data layer - contextualizing real-time triggers against structural fundamentals. Think of us as an extension of your desk.
Unique structural intelligence
Unique structural intelligence
With 50+ years of trusted independence and investment in our intelligence, it means our data not replicable at comparable scale and is often the external benchmark that risk committees and boards recognise.
See the trigger. Understand the shift. Position with conviction.
Whether it’s real-time physical signals, structural gas and LNG fundamentals, or critical minerals intelligence across every horizon.