Up to 7 mmtpa of spare capacity available at North West Shelf by 2027

• 07 September 2020

Wood Mackenzie’s latest report shows that the North West Shelf (NWS) LNG project could have up to 7 million tonnes per annum (mmpta) of spare capacity available by 2027. This equates to 40% of the project’s nominal capacity.

What the energy world looks like in 2030

• 28 January 2020

This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

Stage set for tougher fiscal terms for upstream operators in 2022

• 15 December 2021

Fiscal policies could start to catch up with energy transition goals this year. Read 'Global upstream fiscal systems: 5 things to look for in 2022' for our view on the policy changes that could be in store.

Action to achieve Paris climate goals will upend oil and gas prices

• 15 April 2021

If the world acts decisively to limit global warming to 2°C by 2050, the scale of change will revolutionise the energy industry. Progressive electrification will squeeze the most polluting hydrocarbons out of the energy mix, nearly eliminating their markets. Oil demand will shrink, and with it, so will the power of major oil producers. Gas demand will remain resilient, but business models will need to evolve.

Can upstream deliver the oil and gas supply the world needs?

• 17 August 2023

Assessing the risks in a strong investment upcycle

Metals and mining: predictions for 2025

• 16 January 2025

In a year of potentially momentous change for metals & mining what are the key themes for different commodities? Predictions and analysis for aluminium, copper, lithium, rare earths, graphite, steel, nickel, coal, zinc and more.

COP29 faces climate finance challenge

• 12 November 2024

The COP29 climate talks began on Monday with climate finance at the top of the agenda. A meaningful deal would show the international effort to tackle climate change is still alive. Failure could further delay the transition to low-carbon energy.

Is the industry taking the wrong approach to Scope 3 emissions reporting?

• 27 August 2024

We are joined by Jenny Ahlen, Managing Director at the We Mean Business Coalition. Jenny directs the strategy, coordination, and execution of their net zero programs and campaigns; these include a focus on improving the way scope 3 emissions are approached.

Aluminium: 3 things to know

• 03 December 2024

Aluminium: 3 things to know

Hydrogen’s critical role in the energy transition

• 05 February 2021

Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

Energy transition metals: the ESG dilemma

• 18 July 2022

Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?

Propylene

Gain insight into propylene price and global markets with cutting-edge data on commercial trends, supply/demand and capacity.

Offshore costs: why planning and relationships are key

• 12 September 2024

Supply chain cost inflation is easing, but the market will remain tight and vulnerable to shocks.

International NOCs’ growing presence in Sub-Saharan Africa

• 23 July 2024

Asian and Middle Eastern national oil companies have doubled down on their investment and resource base in Sub-Saharan Africa. What are their drivers?

COP27: on the horns of the energy trilemma

• 03 November 2022

COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.

Decarbonising the upstream industry

• 14 July 2021

In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.

Is PetroChina really going green?

• 02 September 2020

The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.

Will oil, gas and coal peak by 2030? | Podcast

• 03 November 2023

Discussing the latest insights on fossil fuel demand, electric vehicles, US oil deals, offshore wind and the critical role of graphite in the energy transition.

LNG markets move from oversupply as rebalancing gets under way

• 07 June 2018

Wood Mackenzie's short-term global gas and LNG outlook (Q2 2018) sees the market rebalancing as it moves from oversupply, although the global natural resources consultancy believes prices will remain relatively sustained into 2019.

Can the rest of the world repel China’s magnetic pull over rare earth metals?

• 19 May 2022

By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.

Are NOCs prepared for the energy transition?

• 24 October 2023

We analyse and rate national oil companies for resilience and sustainability

Have miners missed the boat to invest and get ahead of the energy transition?

• 12 July 2022

Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

Japan to lose top LNG importer position to China by 2022

• 23 July 2019

According to a new report by Wood Mackenzie, Japan could lose its pole position as the world’s top LNG importer to China as early as 2022.

Hydrogen: how carbon intensity rules can muddy the waters

• 07 March 2024

Green hydrogen is expected to be the winner among the ever-widening hydrogen colour palette. Its potential for zero emissions is the attraction, assuming scaling up of this nascent industry delivers molecules that are cost-competitive. What factors could spoil green hydrogen's low-carbon credentials? Could blue hydrogen have lower carbon intensity than green? Are there solutions that green hydrogen developers can fix?

COP27 – five key takeaways

• 24 November 2022

Simon Flowers examines five key takeaways from COP27 and what they mean for the energy transition agenda.

Delaying deepwater decommissioning

• 02 May 2024

With resilient oil demand and a positive outlook for prices, operators are doing all they can to shift spend away from decommissioning. What are the options to keep deepwater wells running for longer?

Recycled polyolefins: how quickly can industry come together to unlock supply?

• 13 June 2023

The transition to a circular economy is priority for the plastics value chain.

Asset Connect

Visualise the infrastructure and its interconnectivity across the North American crude oil supply chain.

Conventional exploration – playing devil’s advocate

• 06 June 2017

Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

OPEC+ set for rollover but risk clouds supply outlook

• 30 June 2019

As OPEC and OPEC+ meet in Vienna, the outlook for the market is mixed, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie said. “Geopolitical risk means the supply outlook is tightening, offsetting the moderate weakening in oil demand growth thus far this year,” she said.