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Chevron is set to buy Noble Energy in a US$13 billion all-stock transaction, including US$5 billion in equity. This is the first large-scale corporate acquisition of this downturn.
Wood Mackenzie analysts delved deeper into implications of Woodside's announced US$80 carbon price.
Steve Jenkins, vice president of Wood Mackenzie’s petrochemicals team, comments on this morning’s announcement from BP that it is selling its petrochemicals business to INEOS in a US$5 billion deal.
Chevron continuing to high-grade its portfolio and putting its 16.7% stake in the NWS up for sale makes a lot of sense.
Speaking after BP announced it was writing down as much as $17.5 billion when it reports its second quarter results, Luke Parker, vice president, corporate analysis, said: “The impairment shouldn’t come as a big surprise, but the implications – near-term and long-term – are significant.”
Nickel in sulphate production is expected to rise from 211 kilo-tonnes (Kt) in 2019 to its peak at 450 Kt in 2027, while demand driven by the electric vehicle (EV) sector continues to accelerate, reaching approximately 800 Kt by 2035, says Wood Mackenzie.
Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.
South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.
Wood Mackenzie’s latest analysis reveals that Australia’s next wave of LNG projects are likely to be delayed.
The travel ban announced by US President Donald Trump today is likely to have an immediate impact on jet fuel demand and prices across Europe and the US.
Speaking after French major Total announced it planned to buy a 50% stake in Indian company Adani Green Energy’s solar unit, Tom Heggarty, principal analyst with Wood Mackenzie’s Energy Transition Practice, said: “Total has been extremely active in the power and renewables M&A market as it seeks to diversify its activities and grow its exposure to the zero-carbon power sector."
This year may prove to be a strong one for the refining sector, but 2020 has had a difficult start. Wood Mackenzie expects some turbulence this year as a number of factors come together – geopolitical risk, the impact of IMO 2020 regulations, and US tight oil production slowing, among them.
On 19 January, China's National Development and Reform Commission and the Ministry of Ecology and Environment announced policies aimed at restricting production, sale, and use of single-use plastic products.
Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.
Wood Mackenzie's Gavin Thompson provides a commentary on the US-China Phase One trade deal
Volkswagen has pledged to become carbon-neutral by 2050. Included in its roadmap for reaching this target is a plan to manufacture 22 million electric vehicles by 2028. Wood Mackenzie expects the company to miss this target. However, according to Wood Mackenzie's analysis, VW will hit 14 million EVs by 2028 - making it the world's largest EV manufacturer by the end of the decade.
OPEC+ gathers today and tomorrow to decide if the group should roll over its production restraint agreement or consider deeper cuts. The current agreement to reduce output by 1.2 million b/d runs to end March 2020. Ann-Louise Hittle, vice president, Macro Oils, said: “The idea of deeper cuts has been broached, but we consider that less likely to reach full agreement than a rollover of the standing agreement. The need for production restraint is clear. Slower US production growth is not enough to offset the ongoing imbalance between global supply and demand.”
Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.
The energy transition is undoubtedly impacting corporate upstream strategies in significant and disruptive ways. Coupled with the post-2014 downturn in oil prices, Wood Mackenzie sees seismic changes in the way the industry allocates capital across development, exploration and in particular M&A.
Surging power demand and mounting geopolitical tensions have made 2050 net zero goals unattainable, with the world now on track for 2.6°C of global warming.
Recent actions by the Syrian government could pave the way for increased oil and gas production this year and beyond, according to a recent insight from Wood Mackenzie.
Wood Mackenzie analysts view the merger as a significant step toward market consolidation in the offshore drilling sector
The emergence of Guinea's Simandou as a large-scale, high-grade iron ore supplier signifies a significant change in the global seaborne iron ore market. According to Wood Mackenzie, this project is set to be the primary catalyst for long-term supply growth.
A prolonged closure of the Strait of Hormuz poses the single greatest threat to global energy markets in decades, according to a new Horizons report from Wood Mackenzie, Strait Talking: Iran War Scenarios and the Future of Energy. More than 11 million barrels per day (b/d) of Gulf crude and condensate production is currently curtailed. Meanwhile, over 80 million tonnes per annum (Mtpa) of LNG supply, equivalent to around 20% of global supply, remains inaccessible to global markets.
US Executive Order 14420, banning imported bulk-power equipment from certain nations, in particular China, could impact a market of more than $22 billion in imports since 2025 and test an already stressed supply chain for importers, according to a recent Wood Mackenzie analysis.
• Asia Pacific drives almost 60% of global CO2 transport investment, with cross-border networks a critical enabler • Over 80% of global transport investment is directed to pipelines, connecting emitters to storage sites • Policy and bilateral agreements will determine whether cross-border CCUS networks are realised
Are the EU’s new targets a drop in the ocean?
Global floating solar demand is expected to grow by an average of 22 percent year-over-year from 2019 through 2024.
The US Senate is allocating nearly $300 billion to America's Transportation Infrastructure Act (ATIA). Alternative fueling stations will benefit EV drivers.
Governing and regulating the metals and mining sector is becoming more complex. Governments need to balance an increasingly wide range of interests in order to maximise the long-term benefit of mineral resources. Learn how Wood Mackenzie can help.
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