Asia Pacific gas and LNG - 6 themes to watch in 2020

• 13 一月 2020

Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020.

US and China sign Phase One trade deal

• 16 一月 2020

Wood Mackenzie's Gavin Thompson provides a commentary on the US-China Phase One trade deal

Iron ore – 5 things to watch in 2020

• 20 一月 2020

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.

China bans single-use plastic

• 20 一月 2020

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.

China’s demand drops for first time since 2009 as coronavirus hits oil markets

• 04 二月 2020

The near-term impact of the coronavirus outbreak on oil demand remains uncertain as much depends upon when and how China’s manufacturing industry restarts after the currently extended Lunar New Year public holiday.

Will renewables displace conventional fuels in Asia’s growth markets in the 2020s?

• 05 二月 2020

In a new report, Wood Mackenzie highlights trends that will shape Asia Pacific’s power and renewables markets this decade.

French major Total to take 50% stake in Adani solar unit

• 07 二月 2020

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."

OPEC+ ‘no deal’ a blow to the market

• 06 三月 2020

The OPEC+ meeting broke up without a deal, what does it mean for the markets?

Oil price rout may trigger major industry shake-up

• 10 三月 2020

As global markets reel in the wake of the oil price crash, Wood Mackenzie’ corporate analysis team believes the price collapse could be the trigger for a new phase of deep industry restructuring - one that rivals the changes seen in the late-1990s.

Jet fuel takes hit as Trump unveils US travel ban

• 12 三月 2020

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.

Industry slashes spending as price rout deepens: Can companies cope?

• 19 三月 2020

Survival mode has returned to the oil and gas sector as the oil price rout deepens. Corporate financials are in better shape than during the 2014/2015 crash, but room for manoeuvre is limited. Can companies cope with prices this low?

Oil price rout: which supply is most at risk of shut-in?

• 27 三月 2020

The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

India’s 21-day lockdown – Impact on commodities?

• 30 三月 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this means for the power, coal, gas and LNG, and oil products sectors.

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

• 09 四月 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.

South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

• 15 四月 2020

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.

Could Iran sanctions see Brent spike to U.S.$100 a barrel?

• 07 十一月 2018

Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

Could China lead the global energy storage market by 2030?

• 07 七月 2021

China’s energy storage strategy could unlock its net-zero ambitions.

Asia Pacific could become a global leader in the energy transition

• 21 二月 2024

Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

Government tenders to drive 102 GW of global renewable capacity in 2024

• 07 三月 2024

More than 100 gigawatts (GW) of global renewable energy capacity is expected to be tendered in 2024. With more than 60 GW to be offshore wind, the overall volume is set to grow as the year progresses and will match 2023 levels.

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 五月 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

Record highs for global wind turbine order intake in 2023

• 18 三月 2024

Global wind turbine order intake hit new highs in 2023 with 155 gigawatts (GW) procured for the year, an increase of 16 GW from 2022.

SEC 2025: Why the SEAPEX region still needs high-impact exploration

• 14 五月 2025

The critical role of high-impact exploration in securing energy supply and sustainability

Can China’s recovery turn the oil market around?

• 15 六月 2023

Government starts pulling the levers to bolster the economy

How Asia will drive global gas and LNG investment to 2050

• 12 五月 2025

Wood Mackenzie analysts recently took a detailed look at the key developments set to shape the outlook for global gas and LNG through 2050, with a particular focus on Asia.

Energy and the ‘big beautiful bill’

• 06 六月 2025

Dive into the high-stakes world of energy policy and its role in the US-China AI race, featuring insights from top experts at the ACORE Finance Forum in New York

Refinery Intelligence

Gain unparalleled access to real-time refining operations across the world critical to understanding the full picture of crude oil and refined product supply and demand.

Lens platform: Lens Power & Renewables Asia Pacific

• 24 二月 2025

Lens P&R Asia Pacific combines multi-commodity data, proprietary cost intelligence, asset-level data, unique geospatial capabilities, and market fundamentals to help users evaluate new opportunities, assess risk, and make smarter business decisions.

Nigeria’s bold strategy to double oil production

• 16 六月 2025

Nigeria is setting bold new targets for oil and gas production - but can fresh investment, policy shifts and industry collaboration turn ambition into reality?

WoodMac’s Gas, LNG and the Future of Energy conference: five key themes

• 19 六月 2025

From rising US LNG exports to shifting gas prices and Russia's impact - discover what’s shaping the future of global LNG

Will lower gas prices spark switching in Europe and Asia?

• 20 三月 2023

In 2022, record high prices forced many European and Asian companies to switch from gas to alternative cheaper fuels, or reduce output. The market will seek a new balance this year