Energy Pulse: in brief (11th August)

• 11 August 2023

Standout oil well performance in New Mexico, Saudi Aramco confirms its new dividend plan, the EU backs CCUS projects, the latest on superconductivity hopes, and more

Collapsing demand sets the terms in the OPEC+ battle for market share

• 09 April 2020

Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

Have we passed ‘peak growth’ for tight oil?

• 25 February 2020

Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

Our top takeaways from the Solar & Energy Storage Summit 2024

• 01 July 2024

Analyst highlights from our annual conference

How are global NOCs tackling the energy transition?

• 29 March 2022

The energy transition strategies of most NOCs lag the Majors. High prices and rising intergovernmental pressure create a golden opportunity to switch gears.

Powering down: lithium battery supply exceeds demand

• 12 September 2023

With ongoing oversupply issues, the battery market is in flux. As lithium-ion production continues to grow around the world, can demand keep up?

CCUS: 5 things to look for in 2024

• 09 January 2024

Carbon capture, utilisation and storage (CCUS) is set for a strong year, with key project milestones, regulatory developments and new technology deployment.

Webinar | Accounting for Extreme Weather for Solar Development Finance

• 18 May 2021

Join us for a webinar discussing a deeper understanding of extreme weather for solar development as it relates to finance risk.

The spread of the coronavirus shakes the world

• 28 February 2020

As the Covid-19 virus spreads to 52 countries, fears of its economic impact have sent stock markets and oil prices tumbling. This and more in Ed Crooks' Energy Pulse.

Refinery Supply Model

Understand the dynamics of crude and product markets at a global, regional and asset level.

Global LNG demand faces first seasonal contraction in 8 years

• 02 June 2020

The global liquefied natural gas (LNG) industry is about to face its first seasonal demand contraction since 2012, with demand in summer 2020 expected to fall 2.7% or 3 million tonnes (Mt) year-on-year, says Wood Mackenzie.

Carbon capture and storage: how far can costs fall?

• 28 September 2021

The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?

M&A Service

Keep abreast of M&A developments, emerging trends and acquisition opportunities.

Counting carbon: how to set oil and gas industry emissions targets

• 13 April 2021

Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?

Unlocking the potential of white hydrogen

• 25 July 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.

China retaliates with tariffs on $34 billion worth of US goods

• 18 June 2018

Following China's imposition of retaliatory tariffs on US goods over the weekend, our experts weigh in on the potential impact the move will have on different commodities.

Six trends that will shape the polyester industry to 2030

• 09 December 2020

The polyester chain will undergo profound changes in a post-coronavirus world. What are the six big trends to watch out for?

Methanol

Gain insights into the methanol market within the context of the value chain for strategic planning and investment identification.

Big Mining pivots to copper for growth

• 03 April 2025

Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

What are the energy transition technologies to watch in 2025?

• 31 July 2025

Our annual update spotlights the technologies having the most transformational impact – and the regions leading the pack on technological supremacy.

Recycled PET

Understand the commercial and strategic drivers of Recycled PET supply and demand, price forecasts and leading market trends.

What does the Glasgow Climate Pact mean for Asia’s energy companies?

• 25 November 2021

Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

Power facilities to potentially use 100 Mt of low-carbon ammonia as feedstock by 2050

• 17 November 2022

As one of the most-used petrochemicals in the world, ammonia offers a bevy of decarbonization and energy market opportunities, including the potential to provide 100 million tonnes (Mt) into the power sector by 2050 in a high-case scenario. However, without strong policy support, low-carbon ammonia may remain an untapped market, according to “Avoiding Pand-Ammonia” a new report from Wood Mackenzie.

Identifying key risks and uncertainties in 2020

• 17 December 2019

Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

Woodside takes impairment but is a US$80 carbon price the bigger news?

• 15 July 2020

Wood Mackenzie analysts delved deeper into implications of Woodside's announced US$80 carbon price.

Oil refining in the energy transition: key questions answered

• 26 April 2024

What is the current state of the refining and oil products market in the energy transition, and what are refiners’ top options to reduce emissions?

Low-carbon tech: is geothermal close to a breakthrough?

• 25 January 2024

Is geothermal tech on the brink of a breakthrough? Explore the potential of next-gen geothermal in The Edge's latest article.

Trump's latest China tariffs - what do they mean for metals and mining?

• 10 May 2019

The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:

What can the materials transition learn from the energy transition?

• 12 October 2020

Materials use is on a course to double by 2050, with waste generation increasing by 70%, putting an unsustainable burden on our planet. It’s time for a materials transition, with the global scale and ambition of the energy transition.

Gas prices are rising and the demand for renewable energy is growing

• 11 September 2025

Inside look at how solar industry leaders are navigating policy chaos while demand for clean energy soars to unprecedented levels