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Opinion
Reducing the emissions of US LNG: looking for ways to move the needle
- 01 5月 2021
Wood Mackenzie’s Ed Crooks recently highlighted the increased scrutiny placed on the carbon footprint of US LNG by the Biden administration, and the importance of proving the “green” credentials of LNG export projects. Rising awareness of the climate implications of LNG is a rapidly growing globa...
Opinion
Coronavirus and China’s jittery commodity markets
- 04 2月 2020
The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.
Opinion
China’s re-opening off to a stuttering start
- 12 1月 2023
Wood Mackenzie's APAC team looks at China’s re-opening and what it means for energy sector investment.
Opinion
Is Northeast Asia finally tackling its coal dependency as air quality deteriorates?
- 14 1月 2020
As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.
Opinion
The Asia energy market outlook for 2020
- 06 1月 2020
A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!
Opinion
Rebooting what’s possible in India’s gas and LNG market
- 07 11月 2019
India is something of a conundrum for global LNG players. I recently returned from a week in Delhi, just as the capital was making headlines for one of the worst episodes of air pollution, while the country’s energy mix remains dominated by cheap domestic coal.
Opinion
Power of Siberia begins gas supply to China (and why it’s ok for LNG)
- 16 12月 2019
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
Opinion
LNG’s short-term blues
- 13 12月 2019
In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.
Opinion
Greener LNG is vital to Asia’s sustainable development
- 29 11月 2019
Gas will play a vital role in Asia’s fight against air pollution, and in meeting its future energy demand. But with its environmental impact under new scrutiny, is it time for LNG to get greener?
Opinion
Who will make money on the second wave of US LNG?
- 06 9月 2019
Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.
Opinion
Do European utilities still have an appetite for LNG?
- 03 9月 2019
European utilities are re-evaluating their exposure across the gas value chain against the backdrop of the energy transition.
Opinion
How will Russia respond to Europe's changing gas market?
- 22 7月 2019
Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?
Opinion
Asian LNG demand can’t be taken for granted
- 15 9月 2022
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
Opinion
US gas exporters target a changing European market
- 21 10月 2022
Europe is replacing its lost imports from Russia with LNG. The shift is putting its gas infrastructure under strain.
Opinion
The Middle East steps on the gas
- 04 5月 2023
What’s driving the impressive growth of the gas sector in the Middle East?
Opinion
What will the 2020 elections mean for US energy?
- 21 10月 2020
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
Opinion
Asian buyers stay cool as US LNG hit by the deep freeze
- 24 2月 2021
So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.
Opinion
Making sense of Asia’s sky-high spot LNG prices
- 20 1月 2021
None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.
Opinion
Australia’s gas conundrum
- 19 3月 2021
While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.
Opinion
China-US relations, tech wars and climate change
- 26 1月 2021
When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”
Opinion
Are Japan’s upstream players heading for the exit?
- 02 2月 2021
Japan’s trading houses are re-thinking their long-term strategies around upstream investment.
Opinion
China unveils the extent of its gas ambitions
- 05 8月 2020
Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.
Opinion
What forces will shape global gas markets over the next two decades?
- 13 8月 2020
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
Opinion
What a second wave of lockdowns would mean for Asia’s oil and gas markets
- 18 8月 2020
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
Opinion
China’s deteriorating air quality indicates a recovery is underway
- 24 3月 2020
As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.
Opinion
LNG regasification: why there’s still plenty of gas in the tank
- 08 9月 2020
The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.
Opinion
Re-inventing the North West Shelf
- 08 9月 2020
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
Opinion
Asia’s decarbonisation ambition isn’t matching reality
- 07 7月 2022
Without action, a disorderly energy transition across Asia Pacific is looming.
Opinion
US tariffs push Canada to consider alternative export routes
- 24 3月 2025
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
Opinion
US energy companies brace for tariff impact
- 07 2月 2025
Breaking down the impact of US tariffs on energy, trade and global markets

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