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Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
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Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Global energy market analysis and strategic insights
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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An integrated view of global renewable and conventional power data and insights across projects, technologies and markets.
Maximise investment opportunities across the hydrogen, ammonia and methanol value chain.
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Identify advantaged barrels and support critical investment decisions with an integrated view of commercial and technical data.
The single source for exploring industry data alongside leading expertise, analyses, and modelling insights.
Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
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Soaring solar and storage bring in the Lunar New Year of the Snake.
Can the US sustainable energy industry build on a robust 2024 and navigate short-term uncertainty to accelerate the energy transition? Discover the unique investment opportunities shaping the market in our new partnered report with CRC-IB.
As the publicity material for International Energy Week 2025 – held in London from 25-27 February – states, we live in an energy-hungry world. Amid growing trade tensions and shifting energy policy, what does that mean for oil and gas?
Industry maintains long-term confidence despite oversupply challenges, but Western players risk falling behind China's strategic investments.
Chinese companies installed 24 GW of power generation projects in Belt and Road countries in 2024 - twice the capacity reached in 2023 – and the demand continues to grow
Grid forming BESS technology emerges as essential grid stabiliser as renewable energy capacity surges toward US $5 trillion in global additions over the next decade
Key insights from APAC and Europe for long-term decarbonisation planning.
From the Majors to OPEC+ … and the key topics in between.
Europe and Asia hit hardest in the global ethylene downcycle
Gas is the anchor of Malaysia’s energy transition and rising demand.
Our experts unpack the 5 key trends shaping Asia’s oil and refining markets in 2025 and what to expect in 2026
Global LNG supply is set to surge by 40% by 2030, raising a critical question: how much of the expected demand growth will actually materialise in Asia?
Despite short-term headwinds, sizeable long-term growth potential still represents a significant opportunity.
Chinese policy pivots and supply cuts mean developers will pay more to procure equipment from Q4 2025
Our experts outline the latest developments in upstream.
In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.
A new wave of LNG supply growth is reshaping global gas markets, yet prices remain elevated enough to constrain demand in parts of Asia. As the market shifts from tightness toward greater abundance in 2026, five defining themes will determine how Asian LNG dynamics evolve.
As 2018 draws to a close, Wood Mackenzie's experts discusses five key themes to look out for in Australasia's oil and gas industry in 2019.
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.
Refinery capacity is expected to continue growing in the medium term, but the pace of growth is expected to slow down considerably. Capacity additions are mainly from crude-to-chemicals projects, which aim to maximise naphtha production to meet the increasing petrochemical feedstock demand.
Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.
The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).
We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.
I’ll bet that if you ask anyone with an interest in the global upstream M&A if they could name the top three spenders through the first half of 2019, they would struggle to name the third. The easy one is Occidental (Anadarko), second place is Total through its acquisition of Anadarko’s African assets. But who was the third largest acquirer by spend in H1 2019?
In December, 2022, the EU reached a provisional agreement on a first-of-its-kind Carbon Border Adjustment Mechanism (CBAM).
By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.
Corporate power purchase agreements for renewables are setting new records in 2023 as costs fall and green energy takes off
The big problem with EVs is that they are too expensive. Chinese manufacturers are solving that, and posing a growing threat to companies in the US, Europe and Japan. The pressure to protect domestic industries is growing.
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
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