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As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.
In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
What does 2020 hold for the global upstream oil and gas industry? 2020 is a year of what-ifs for producers and suppliers; uncertainty will keep spending low and growth slow.
A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!
When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.
In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
Gas will play a vital role in Asia’s fight against air pollution, and in meeting its future energy demand. But with its environmental impact under new scrutiny, is it time for LNG to get greener?
The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.
India is something of a conundrum for global LNG players. I recently returned from a week in Delhi, just as the capital was making headlines for one of the worst episodes of air pollution, while the country’s energy mix remains dominated by cheap domestic coal.
India's national oil company ONGC has just unveiled its 2040 strategy. Get our latest analysis.
Examining the challenges within the electric vehicle battery supply chain.
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
The US Senate is allocating nearly $300 billion to America's Transportation Infrastructure Act (ATIA). Alternative fueling stations will benefit EV drivers.
Philadelphia Energy Solutions has announced its intention to shut down refinery operations permanently following a fire at the facility on June 21, 2019. Understand the impact of the closure of the 600,000-tonnes-per-year cumene unit at the site on global and US cumene markets.
Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.
What role do cities play in driving the energy transition? Find out in this complimentary report from Alan Gelder, VP of Refining, Chemicals & Oil Markets.
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.
Stay tuned into the watercooler chat by listening in to our weekly podcast on the top stories in Asia Pacific.
Three main reasons why the economic slowdown in China in 2019 is different from 2008. And what it means for global commodity markets.
Will Asia Pacific's upstream sector finally emerge from the downturn in 2019? Angus Rodger and the APAC upstream oil and gas team look at 5 signs of recovery.
How to stay relevant? Every oil and gas company is pondering the energy transition, and how to adapt a business model that’s served well for the last century to be fit-for-purpose through the 21st and beyond.
In our recent travels to North Asia, our clients consistently brought up a few key issues.
Our Asia Pacific upstream research team discusses the highlights and strategies of the Asian NOCs following the H1 2017 earning announcements.
Our Asia Pacific upstream team discuss geopolitics, above ground risk and the impact on the energy sector related to rising tensions in the South China Sea and North Korea.
With significant changes already underway for global crude trade, what will this mean for the industry in Asia?.
We've identified six key themes that will influence the global crude and refining markets in the next five years. Read on for a high level overview of these key areas.
Over the next five to six years global crude trade is expected to significantly change. This will impact the entire chain, from producers to investors. In this three part series, we look at the global story, the six key themes and finally, we focus on the likely impacts for Asia.
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