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Increased uncertainty to colour upstream sector’s decision-making in 2020

• 09 January 2020

The level of uncertainty and anxiety among upstream producers and supply chain has rarely been higher. In 2020, decision-making will be more heavily influenced by sentiment surrounding the energy transition, political upheaval and trade disputes than in previous years. This adds to the ever-present risks of unexpected supply-demand imbalance, niche cost inflation or a global economic downturn. What are the biggest trends to watch in the upstream oil and gas business in 2020? Fraser McKay, head of upstream analysis at Wood Mackenzie, sees five key themes.

Asia Pacific upstream - 5 themes to watch in 2020

• 19 December 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.

China’s wind repowering market to boom from 2023

• 17 December 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).

European Investment Bank to cease funding fossil fuel projects

• 15 November 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.

Global top 10 solar asset owners now hold 22 GW of capacity

• 04 October 2019

According to Wood Mackenzie’s inaugural global solar photovoltaic (PV) asset ownership ranking (excluding China)*, the world’s top 10 solar PV asset owners now hold over 22 gigawatts (GW) of cumulative solar capacity. Collectively, the top 10 added around 2.5 GW of new capacity in 2018.

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

• 26 September 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.

ExxonMobil to sell upstream assets in Gippsland Basin

• 18 September 2019

ExxonMobil putting its entire Gippsland Basin upstream portfolio up for sale represents big news for the Australian upstream and gas market.

Attack on Saudi Arabia's oil facilities

• 16 September 2019

This attack has material implications for the oil market, as a loss of 5 million barrels per day of supplies from Saudi Arabia cannot be met for long by existing inventories and the limited spare capacity of the other OPEC+ group members. A geopolitical risk premium will return to the oil price.

China’s steel demand growth to slow as property policy tightens

• 12 September 2019

Chinese president Xi Jinping’s mantra that “houses should be for living in, not for speculation” has been used to allude to the government’s policy to curb rising property prices for the past couple of years. Despite the cooling measures, steel demand in the property sector has shown resilience.

BHP unveils five-year US$400m climate investment plan

• 24 July 2019

BHP’s chief executive Andrew Mackenzie unveiled a five-year, US$400 million climate investment program om 23 July, with a commitment to reduce Scope 1, 2 and 3 emissions. The Australian miner will seek to scale up low-emissions technologies to decarbonise its operations, including investment in nature-based solutions and collective action to reduce Scope 3 (end-use) emissions.

Japan to lose top LNG importer position to China by 2022

• 23 July 2019

According to a new report by Wood Mackenzie, Japan could lose its pole position as the world’s top LNG importer to China as early as 2022.

OPEC+ set for rollover but risk clouds supply outlook

• 30 June 2019

As OPEC and OPEC+ meet in Vienna, the outlook for the market is mixed, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie said. “Geopolitical risk means the supply outlook is tightening, offsetting the moderate weakening in oil demand growth thus far this year,” she said.

Malaysia offers significant gas opportunities

• 24 June 2019

According to research by natural resources consultancy Wood Mackenzie, Malaysia offers some of the most material and attractive upstream investment opportunities in Southeast Asia, primarily due to the need for additional gas supply.

Argentina LNG exports positioned to meet peak demand in Asia

• 13 June 2019

Rising natural gas production in Argentina, coupled with competitive global LNG transportation costs, is expected to position the country as an emerging source of gas supply to Asia during peak demand periods, according to new research from Wood Mackenzie.

Adani gets environmental approval for Carmichael project

• 13 June 2019

Adani gets environmental approval for Carmichael project

Australia's next wave of LNG projects needs to compete to progress

• 28 May 2019

According to research by Wood Mackenzie, a second wave of LNG investments is building, both in Australia and globally, and these projects need to compete to progress

Major policy changes in China to drive long-term solar installation growth

• 14 May 2019

The solar market in China could see long-term benefits from major government policy changes that move the country away from federal feed-in tariffs and embrace unsubsidised business models.

LNG primed for US$200bn capex boom

• 25 April 2019

The liquefied natural gas (LNG) boom is back. Over the next two years, almost 90 million tonnes per annum (mmtpa) of LNG is expected to take final investment decision (FID) and start construction. New research from Wood Mackenzie show that capital expenditure - for both LNG plant and upstream infrastructure - will total more than US$200 billion between 2019 and 2025. This will provide a major boost to engineering, procurement and construction (EPC) contractors and other providers along the supply chain.

Oxy tables US$38bn rival bid for Anadarko

• 24 April 2019

Occidental Petroleum today put forward a rival bid to acquire Anadarko Petroleum for US$38 billion, surpassing Chevron's US$33 billion offer earlier this month.

BP to exit China shale gas

• 12 April 2019

In the same week that Shell agreed to explore for shale oil in China, BP is reported to be exiting its two Sichuan basin shale gas blocks.