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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.

News Release

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?

News Release

China’s crude reserves to reach 1.15 billion barrels in 2020

23 三月 2020

Wood Mackenzie’s latest analysis reveals that China’s crude stock (including strategic and commercial petroleum reserves) could reach 1.15 billion barrels in 2020, equivalent to 83 days of oil demand.

Comment

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?

Comment

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.

News Release

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.

News Release

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?

Comment

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."

News Release

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.

Comment

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.

Comment

PNG government calls off P'nyang Gas Agreement negotiations

03 二月 2020

The government of PNG has called-off negotiations on the development of the ExxonMobil-operated P’nyang gas field.

Comment

India's 2020 energy outlook

23 一月 2020

India's 2020 energy outlook

Comment

What does the US-China trade deal mean for refiners - and for the market?

20 一月 2020

After over a year of trade tensions, the US and China signed a “phase one” trade deal on 16 January. As part of the deal, China has agreed to increase the value of energy imports by US$52.4 billion above 2017 levels over the next two years. What could it mean for the oil market?

Comment

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.

News Release

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.

Comment

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

News Release

2020 could mark start of downcycle for China’s petrochemical industry

15 一月 2020

In a recently published report, Wood Mackenzie predicts the start of a downcycle in China’s petrochemical industry. A supply overhang has already hit the country’s paraxylene (PX) market, with olefins and polyolefins markets almost certain to face the same.

News Release

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.

News Release

Asia Pacific upstream - 5 themes to watch in 2020

19 十二月 2019

Wood Mackenzie has identified five themes related to project sanctions, exploration, M&A, energy transition and IMO 2020 that will impact Asia Pacific’s upstream industry in 2020.

News Release

China’s wind repowering market to boom from 2023

17 十二月 2019

According to a new report by Wood Mackenzie, China’s wind repowering market is expected to take off from 2023. More than 21 gigawatts (GW) (cumulative capacity) of China’s wind turbine fleet is expected to be repowered over the next 10 years (2019-2028).

News Release

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

21 十一月 2019

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.

Comment

European Investment Bank to cease funding fossil fuel projects

15 十一月 2019

The EIB's new financing criteria will make lending to gas projects very difficult. It highlights that gas is also increasingly in the spotlight of the climate debate.

News Release

Asia Pacific’s decarbonisation bill to hit US$3.5 trillion in 2040

12 十一月 2019

Recent research by Wood Mackenzie indicates that Asia Pacific’s decarbonisation bill could hit US$3.5 trillion by 2040. This includes investments in solar, wind, hydrogen, nuclear, and hydro power, collectively referred to as zero-carbon energy between now and 2040, under Wood Mackenzie’s accelerated transition scenario.

News Release

Seismic changes across upstream as industry grapples with energy transition

12 十一月 2019

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.

News Release

Vietnam becomes Southeast Asia’s hottest solar PV market

01 十一月 2019

Vietnam is now the leader in Southeast Asia’s solar photovoltaic (PV) market with the largest installed capacity in the region.

Comment

Total expands partnership with Adani on India's gas market

14 十月 2019

Total announced today its partnership with Adani Group which includes two LNG terminals, Dhamra in East India and potentially Mundra in the West, as well as Adani Gas Limited, one of the 4 main distributors of city gas in India of which Adani holds 74.8% and of which Total will acquire 37.4%.

News Release

China’s pipeline reform: expect higher gas prices in the short-term

09 十月 2019

New research from Wood Mackenzie indicates that the creation of a national pipeline company in China is a step in the right direction but will result in higher end-user prices in the short-term as the country tries to balance institutional reform with implementation risks.

News Release

What are ExxonMobil’s top 5 divestment targets in Asia Pacific?

07 十月 2019

Wood Mackenzie has identified the five most likely disposal candidates after ExxonMobil signalled the start of its Asia Pacific divestment programme. Together, these opportunities are worth US$5 billion, and could contribute a third of the Supermajor's global divestment target.

Comment

Japan to invest additional $10 billion in global LNG infrastructure projects

26 九月 2019

Japan is planning to invest an additional $10 billion to develop infrastructure mainly in new and developing markets in the India sub continent and Southeast Asia, reflecting a shift in priorities.

News Release

Coal is still king in Southeast Asia’s power market

25 九月 2019

According to a new report by Wood Mackenzie, coal will continue to be the dominant fuel source in power generation, peaking at 2027 before slowing down and accounting for 36% of the region’s generation mix in 2040.

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Search results: 221

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

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

China’s crude reserves to reach 1.15 billion barrels in 2020

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

Jet fuel takes hit as Trump unveils US travel ban

Oil price rout may trigger major industry shake-up

OPEC+ ‘no deal’ a blow to the market

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

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

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

PNG government calls off P'nyang Gas Agreement negotiations

India's 2020 energy outlook

What does the US-China trade deal mean for refiners - and for the market?

China bans single-use plastic

Iron ore – 5 things to watch in 2020

US and China sign Phase One trade deal

2020 could mark start of downcycle for China’s petrochemical industry

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

Asia Pacific upstream - 5 themes to watch in 2020

China’s wind repowering market to boom from 2023

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

European Investment Bank to cease funding fossil fuel projects

Asia Pacific’s decarbonisation bill to hit US$3.5 trillion in 2040

Seismic changes across upstream as industry grapples with energy transition

Vietnam becomes Southeast Asia’s hottest solar PV market

Total expands partnership with Adani on India's gas market

China’s pipeline reform: expect higher gas prices in the short-term

What are ExxonMobil’s top 5 divestment targets in Asia Pacific?

Japan to invest additional $10 billion in global LNG infrastructure projects

Coal is still king in Southeast Asia’s power market