Securing your strategy and investment: asset supply, monitoring and offshore competitor analysis

• 19 五月 2020

European olefins production could recover in 2020 despite coronavirus

• 30 四月 2020

Europe saw a 20-year low in olefins production in 2019. Despite the coronavirus hitting demand, 2020 could show a recovery in production.

Finding opportunity amongst chaos: offshore wind - a bright future for offshore energy transition

• 21 五月 2020

Grid congestion chokes renewables investments in Eastern Australia

• 30 四月 2020

Australia’s renewables project pipeline in the National Electricity Market (NEM) remains massive at 67 gigawatts (GW) capacity (6GW under construction and 61GW in announced projects), but the current conversion rate to firm projects is low due to grid congestion, says Wood Mackenzie.

Webinar | Brazil Iron Ore Supply: Outlook and challenges

• 20 五月 2020

Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

The energy transition of the oil and gas sector: key drivers and outlook

• 14 五月 2020

This webinar will analyse the impact of the coronavirus and the subsequent precipitous drop in oil prices on the Majors’ new energy strategies. We will look at how the announced cost cutting measures may affect the peers’ carbon reduction and renewables budgets. We will also discuss a deepening transatlantic divide between the European and the US Majors and key reasons that underpin their different approaches to the energy transition.

Vestas breaks annual wind turbine installation record

• 11 五月 2020

Vestas became the first wind turbine manufacturer to install more than 10 GW of wind capacity in a single year (2019), according to new analysis from Wood Mackenzie.

WEBINAR | Metals markets outlook under the coronavirus “black swan”

• 21 五月 2020

Disruptions to the metals markets, as well as the sentiment change due to the coronavirus, have dominated metals markets and price movements so far in 2020. The metals markets are moving faster than ever driven by announcements from governments and companies to counter the challenges from the pandemic, and the needs for a timely understanding of the supply and demand dynamics have become of paramount importance. Please join a group of China-based consultants from Wood Mackenzie’s aluminium, copper, nickel and zinc teams for the most up-to-date outlooks for metals markets as well as the on-the-ground information in China. In this webinar, we will discuss the following topics: 1. Global metals demand scenarios and the way to recovery 2. Disruptions to global mines and smelters 3. Why situations on the metals supply chain in China are different from the rest of the world? 4. Price outlook for aluminium, copper, nickel and zinc over the short-term Please note that this webinar will be delivered in Mandarin. Fill in the form on this register for the webinar.

Oil supply cuts could curtail 15% of ethylene supply in Middle East

• 13 五月 2020

Approximately 15% of ethane-based ethylene supply in the Middle East could be lost this year due to oil supply dynamics, according to new analysis from Wood Mackenzie. This equates to around 1.5 million tons of ethylene.

Webinar: What the battery supply chain tells us about the future of energy storage and EVs

• 02 六月 2020

Join Wood Mackenzie for its new webinar series, Connecting Conversations, available to Wood Mackenzie. Twice a month, we will bring together a panel of experts to discuss energy’s most pressing questions.

UK gas market faces Covid-19 deadlock

• 21 五月 2020

The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.

China's Two Sessions reiterates commitment to pollution control

• 22 五月 2020

The topic of environmental protection continues to feature heavily in the Two Sessions today. Wood Mackenzie experts share some initial thoughts.

What does China's thermal coal import restriction mean for Australian producers?

• 22 五月 2020

Rumours of a ban on Australian thermal coal to China have surfaced in the thermal coal market this week.

Webinar | Is coronavirus accelerating the zinc supply side correction?

• 03 六月 2020

Is coronavirus accelerating the zinc supply side correction?

Global appetite for plastics key to China’s polyolefins demand growth in 2020

• 28 五月 2020

Much of China’s polyolefins demand growth in 2020 will depend on global appetite for plastic end-products, says Wood Mackenzie.

How coronavirus altered the path of iron ore and steel markets

• 11 六月 2020

How coronavirus altered the path of iron ore and steel markets

Webinar | Power System Flexibility: Is energy storage the key to unlocking Europe's net-zero targets?

• 04 六月 2020

Power system flexibility key to Europe's net-zero targets

• 03 六月 2020

The success of Europe’s transition to net-zero emissions by 2050 will hinge on the flexibility of its power system.

US midstream takes hit as Lower 48 E&Ps turn off taps

• 03 六月 2020

The oil price crash has hit the US Lower 48 hard. But as exploration and production companies work to mitigate the impact of the crash on their businesses, their strategies are affecting the region’s midstream players.

US energy storage market sees strong first quarter despite coronavirus

• 02 六月 2020

The United States energy storage sector saw a strong first quarter, with residential storage setting another record while the non-residential market had its third-strongest quarter on record.

Global LNG demand faces first seasonal contraction in 8 years

• 02 六月 2020

The global liquefied natural gas (LNG) industry is about to face its first seasonal demand contraction since 2012, with demand in summer 2020 expected to fall 2.7% or 3 million tonnes (Mt) year-on-year, says Wood Mackenzie.

Market set to tighten as OPEC+ agrees to extend 9.7 million b/d output cut

• 06 六月 2020

OPEC+ today (6 June 2020) agreed a one-month extension of the 9.7 million barrels per day (b/d) production cut. The extension will tighten the market further and could see Brent prices rise from the current $40/bbl toward $45-to-$50/bbl.

Nickel sulphate supply to peak in 2027 as EV sector-driven demand accelerates

• 08 六月 2020

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.

Webinar | The global solar PV market: lighting the way to recovery

• 01 七月 2020

BP asset write-down 'is significant for sector'

• 16 六月 2020

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.”

Subsidy cuts could slash Chinese wind turbine OEMs’ margins by half

• 18 六月 2020

China’s wind turbine original equipment manufacturers (OEMs) could have their gross profit margins halved due to subsidy cuts, says Wood Mackenzie.

Chevron to sell stake in North West Shelf LNG

• 18 六月 2020

Chevron continuing to high-grade its portfolio and putting its 16.7% stake in the NWS up for sale makes a lot of sense.

Webinar | Closing the Gap: Technology for a Net Zero North Sea

• 17 十一月 2020

The UK Continental Shelf (UKCS) is evolving to harness the full power of the offshore environment. A new study from Wood Mackenzie and the Oil and Gas Technology Centre (OGTC) explores the economic opportunity and lays out the technology roadmap to a carbon neutral future. Please join Malcolm Forbes-Cable, VP Upstream Consulting, for an overview of the key findings of the report “Closing the Gap – Technology for a Net Zero North Sea”. The Webinar outlines how accelerating the development of new energy technologies can dramatically reduce emissions. It also shows how adopting new technologies will harness the full potential of the UK’s world-class natural resources from renewable power sources and oil and gas, to hydrogen and long-term carbon storage.

Webinar | Commodities in distress: what about Chemicals?

• 25 六月 2020

Key segments of the chemicals and polymers industries were already facing challenges as 2020 began due to surplus capacity and diminishing demand in relation to increased sustainability efforts. Those pressures have since intensified due to effects of coronavirus on the global economy.

Australia’s energy storage capacity more than doubles to 1.2 GWh in 2020

• 17 六月 2020

According to new research from Wood Mackenzie, Australia is set to add 1.2 gigawatt-hour (GWh) of energy storage capacity in 2020, more than double the 499 MWh installed in 2019. This takes the country’s cumulative storage capacity at 2.7 GWh this year.