What's driving energy investors?

• 14 七月 2022

The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

Changing the way Asia’s oil and gas companies raise capital

• 30 六月 2022

A growing number of the world’s major banks, asset managers, and insurers are signatories to the GFANZ, aligning behind the goals of the Paris Agreement. To access capital, oil and gas companies must meet tightening climate criteria adopted by many of the world’s leading financial institutions.

Europe pivots away from Russian gas: how will the global market rebalance?

• 19 五月 2022

The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.

Macro Oils Service

Easily understand trends in the global oil market with our informed, independent view on oil prices and their key drivers.

North America Crude Markets Service

Forecast North American crude flows through all major pipelines, hubs and export terminals to support strategic planning, market analysis and valuation work.

How badly did Hurricane Rafael hit oil & gas?

• 25 十一月 2024

What was the impact of Rafael on US oil and gas production?

ARA Gasoil Inventories

• 22 十一月 2024

Get a complimentary copy of our report highlighting how inventory builds, draws, and trend reversals influenced gasoil prices from Q3 2023 to Q3 2024.

Video | Shell and Equinor announce UK asset merger to create new JV

• 06 十二月 2024

Equinor and Shell are to combine their UK offshore oil and gas assets in a new incorporated joint venture, owned 50/50. The deal will create the biggest producer on the UKCS. We delve into this topic in a recent video, fill out the form to access this full analysis.

Gas & LNG in Asia: the next 10 years

• 09 十二月 2024

Economic expansion, urbanisation and population increases have already made Asia the key driver of global gas market growth over the past decade. So, what can be expected over the next ten years, and what investment opportunities will be created as a result?

Oils & chemicals: 5 things to watch for in 2025

• 11 十二月 2024

Our view of the year ahead, including the impact of Trump's re-election on our oil price forecast, a look at refining margins, ethylene capacity and China's overcapacity affects downstream chemicals markets.

Threats to oil supplies show the limits of US production growth

• 08 十月 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

What the Middle East conflict means for oil and LNG

• 03 十月 2024

With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

Gastech 2024: Our top three takeaways

• 22 十月 2024

Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year? 

Future energy: biomethane’s time has come

• 17 十月 2024

Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

Ten key considerations for oil & gas 2025 planning

• 03 十月 2024

As we enter the 2025 corporate planning season, oil and gas firms are faced with significant choices. What represents the right balance between investment and rewarding shareholders? And how much capital should be allocated to low-carbon activities versus to traditional hydrocarbons? 

eBook | Exploring the growth of RNG/Biomethane in North America

• 03 十月 2024

In recent years, demand has driven an interest in renewable natural gas (RNG), also known as biomethane. The process begins with the collection of biogas from different types of feedstock and converting this into biomethane.

Full steam ahead: the changing outlook for global marine fuels to 2050

• 20 八月 2024

Global maritime trade set to grow by more than 40% by mid-century.

Three factors driving US liquids production to new heights

• 05 九月 2024

Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

How real-time data and analytics inform trading decisions in major commodities

• 08 八月 2024

A demonstration of how Wood Mackenzie's Asset Connect product assessed the impacts of a power outage on the crude and refined products market.

LFG-to-RNG: positive outlook and hidden potential

• 09 八月 2024

The renewable gas production (LFG-to-RNG) sector has been extremely active in the last two years with new project ramp-ups, blockbuster M&A deals and new players entering the market. That said, only 10% of resource potential is currently tapped.

Unlocking the potential of white hydrogen

• 25 七月 2024

Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

Permitting reform plans raise hopes for accelerated investment in US infrastructure

• 06 八月 2024

Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.

2024 tight oil costs: the push and pull between efficiency and OFS rates

• 24 七月 2024

Are efficiency gains enough to offset price inflation?

A window opens for OPEC+ oil

• 20 六月 2024

Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

Artificial intelligence and the future of energy

• 27 六月 2024

Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

What does summer 2024 hold for North American gas and LNG?

• 31 五月 2024

Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply

OPEC+ plans to boost oil production

• 07 六月 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Rebooting Asia’s energy transition

• 16 五月 2024

Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

European gas markets feel the pressure – but there are signs of recovery

• 28 四月 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

Saudi Arabia’s price push for oil market dominance in Asia

• 21 四月 2020

Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.