Search

Oil refining – facing up to structural overcapacity

03 July 2020

Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?

The Edge

Future energy – offshore wind

26 June 2020

A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.

The Edge

Big oil, new energy and the stock market

19 June 2020

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

The Edge

How the price war is hurting US tight oil

26 May 2020

Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.

The Edge

How gas bounces back from the coronavirus lows

19 May 2020

Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.

The Edge

Cost challenges in a US$20/bbl world

05 May 2020

Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?

The Edge

Low oil price could squeeze out 4 million b/d of non-OPEC supply

19 April 2020

The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.

The Edge

Coronavirus pushes oil towards the abyss

06 April 2020

As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.

The Edge

The oil industry’s rapid response to the crisis

31 March 2020

The oil industry has moved fast in response to the dual crisis that's undermining the crude market and price. But this may be just the beginning.

The Edge

Future energy – carbon capture and storage

03 March 2020

Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.

The Edge

Refining set for a challenging 2020

11 February 2020

Buoyed by steady growth in oil demand and a culture of capital discipline, refining has been a rock for Big Oil in recent years. Suddenly, there are challenges – not least the threat from coronavirus to oil demand. Where does that leave the outlook for refining in 2020?

The Edge

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.

The Edge

Global upstream investment – the trends in 2020

21 January 2020

Upstream spend on development and exploration is a barometer of the industry’s mood. A muted recovery has been underway since the collapse in investment levels after the 2014 fall in oil price. What’s the forecast for spend in 2020?

The Edge

Kicking the hydrocarbon habit – Part II

10 December 2019

Carbon emissions and global temperatures will continue to rise and the world is in danger of falling well short of the 2 °C path set out in the Paris Agreement. That’s the July conclusion of our base case outlook for global energy supply through 2040. We’ve now flexed the base case to look at what might be possible in an accelerated energy transition scenario.

The Edge

The Edge: Asian NOCs, the energy transition and ESG

19 November 2019

Where does Asia stand on the energy transition? What are energy companies in the region doing to adapt? Are some further down the road than others? Much of LNG’s strong growth outlook reflects Asian demand but are its credentials as a bridging fuel for the transition all that good? And what does the US-China trade dispute mean for the region?

The Edge

Private equity – big buyers of oil and gas in the downturn

12 November 2019

Private equity firms have been among the big buyers of oil and gas assets in the last few years, taking advantage of portfolio restructuring among traditional players during the downturn. What’s the plan for success? And how are the exit options shaping up?

The Edge

How to stay investible – the oil industry’s challenge

05 November 2019

Big Oil faces sluggish oil demand, weak gas prices, the energy transition and the implications of next year’s US Presidential election. How can Big Oil stay investible in this environment?

The Edge

Big Oil leaders take on the climate challenge

15 October 2019

Thirteen of the largest companies have signed up for the Oil and Gas Climate Initiative, committing them to support the Paris Agreement and introduce efforts to curb their greenhouse gas emissions. But there's still a long way to go to meet the Paris Agreement objectives.

The Edge

Australia and the Majors – is change on the horizon?

08 October 2019

The Majors are looking to boost returns by portfolio high-grading and have embarked upon a phase of divestment. Everywhere is under the spotlight, including Australia. Which assets might the Majors look to sell?

The Edge

How serious are oil and gas companies about the energy transition?

01 July 2019

How serious are oil and gas companies about decarbonisation? What are Majors investing in? How much have they spent? Latest energy transition insights from Wood Mackenzie.

The Edge

OPEC’s battle for control of the oil market

18 June 2019

Persistent non-OPEC volume growth poses a challenge. Get our latest OPEC and non-OPEC supply forecasts.

Featured

China’s energy markets feel the squeeze

11 June 2019

When the US sneezes, China catches a cold or so they say. Certainly when the US decides to stack tariffs onto the price of imported Chinese goods, China’s economy, central to global economic growth, slows down. That’s already started to happen – even before the latest increase in tariffs starts to have an effect.

The Edge

The new wave of internationalising NOCs

04 June 2019

Oil and gas producing giants, Rosneft, Saudi Aramco and Qatar Petroleum, broaden their growth options with new international investments. Get Simon's analysis of what's driving the trio's moves.

The Edge

3 things to consider before you buy a deepwater rig

21 May 2019

Rising drilling activity could lead to a rig market squeeze. The collapse of upstream investment since 2014 has hit the offshore rig market hard. But signs of recovery may be emerging with more new projects coming forward to FID.

The Edge

Permian consolidation heats up and there's more to come

07 May 2019

Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.

The Edge

Storage, the energy transition’s flexible friend

30 April 2019

Simon Flowers investigates storage's emerging role in balancing intermittent renewables.

The Edge

LNG investment needed through the downturn

16 April 2019

Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

The Edge

The automotive sector – twists on the road to transition

02 April 2019

The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

The Edge

Technology may be a game changer for future oil supply

26 March 2019

A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

The Edge

Who needs to beef up Permian tight oil exposure?

29 January 2019

US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

Upstream

Emissions & Carbon Management

Energy Transition Scenarios & Technologies

Power & Renewables

Gas & LNG

Metals & Mining

Oils & Chemicals

Commodity Trading Analytics

Supply Chain Analytics

Consulting

Wood Mackenzie Events

Industry

Global events

Asia

Africa

Europe

North America

Power and renewables

Upstream oil and gas

Macroeconomics, risk and global trends

Oil and gas markets

Midstream oil and gas

LNG

Downstream oil refining

Coal

Metals markets

Metals costs

Chemicals

Wallmaps for sale

Power & Renewables

Hydrogen

Upstream

Subsurface

Gas & LNG

Metals & Mining

Carbon

Emissions

Energy Transition

Lens Direct - API

Access our research platforms

Refine results

Article Category

Industry Sector

Commodity

Location

Search results: 5351

Oil refining – facing up to structural overcapacity

Future energy – offshore wind

Big oil, new energy and the stock market

How the price war is hurting US tight oil

How gas bounces back from the coronavirus lows

Cost challenges in a US$20/bbl world

Low oil price could squeeze out 4 million b/d of non-OPEC supply

Coronavirus pushes oil towards the abyss

The oil industry’s rapid response to the crisis

Future energy – carbon capture and storage

Refining set for a challenging 2020

What the energy world looks like in 2030

Global upstream investment – the trends in 2020

Kicking the hydrocarbon habit – Part II

The Edge: Asian NOCs, the energy transition and ESG

Private equity – big buyers of oil and gas in the downturn

How to stay investible – the oil industry’s challenge

Big Oil leaders take on the climate challenge

Australia and the Majors – is change on the horizon?

How serious are oil and gas companies about the energy transition?

OPEC’s battle for control of the oil market

China’s energy markets feel the squeeze

The new wave of internationalising NOCs

3 things to consider before you buy a deepwater rig

Permian consolidation heats up and there's more to come

Storage, the energy transition’s flexible friend

LNG investment needed through the downturn

The automotive sector – twists on the road to transition

Technology may be a game changer for future oil supply

Who needs to beef up Permian tight oil exposure?

Sign up to the Inside Track weekly newsletter