• Opinion

  Teaming up with CWC for the LNG and Gas Summit

  • 12 3月 2018

  Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

• Opinion

  Downstream integration: a peak demand strategy for NOCs

  • 27 11月 2018

  The prospect of peak oil demand undoubtedly introduces risks to the world's crude exporters. Although we predict global demand to continue to grow through 2035, there are already signals that decline is could be coming. So what does the scenario look like for resource-rich NOCs?

• Opinion

  December '18 OPEC meeting: production cuts expected

  • 03 12月 2018

  As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 11月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  US tight oil piles pressure on refiners

  • 01 10月 2018

  Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

• Opinion

  Regulatory clouds darken a bright outlook for refining

  • 27 7月 2018

  The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

• Opinion

  Dorado: Australia's biggest oil discovery this century

  • 17 8月 2018

  Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

• Opinion

  How Chinese PTA and MEG futures impact the polyester industry?

  • 30 1月 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.

• Opinion

  Commodity slowdown in China could be different this time

  • 05 3月 2019

  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.

• Opinion

  Does Germany need LNG?

  • 19 3月 2019

  Proposals to build a German LNG import terminal have gathered momentum. Does the country need its own supply of LNG?

• Opinion

  Renewables, market intervention and exploration – three themes weighing on Australia upstream players' minds

  • 13 6月 2019

  Having attended many APPEA events in the past, this was the first time renewable energy sources - hydrogen in particular - were put under the spotlight.

• Opinion

  M&A shake-up on the horizon for the Australian upstream sector

  • 29 8月 2019

  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.

• Opinion

  Southeast Asian NOCs show growing appetite in global M&A market

  • 02 9月 2019

  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?

• Opinion

  Costs: early warning signals

  • 27 10月 2016

  This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.

• Opinion

  5 unintended consequences of Australia's gas market intervention

  • 07 8月 2017

  On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

• Opinion

  Downstream consistency holds lessons for upstream

  • 23 3月 2017

  Downstream continues to demonstrate robust financial performance while upstream struggles.

• Opinion

  Norway’s upstream sector will prosper — but can the UK rally?

  • 12 1月 2017

  In Norway, interest in the sector is still high, but in the UK, the lowest number of exploration wells for 50 years and another 20% drop in capex point to a deeper malaise.

• Opinion

  The LNG wars — Will short run marginal costs be the deciding factor?

  • 16 5月 2017

  Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.

• Opinion

  China and LNG: 5 takeaways from the CWC Gas and LNG Summit

  • 11 6月 2017

  The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?

• Opinion

  US COP21 withdrawal: Is this actually a step forward?

  • 02 6月 2017

  On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

• Opinion

  How will Alberta's carbon emissions cap impact oil sands development?

  • 26 1月 2017

  Although the plan provides comfort to local citizens and international buyers, it also raises questions for oil sands asset owners and investors.

• Opinion

  Operating cost: has the oil industry really moved the needle?

  • 20 6月 2016

  So has the industry finally reversed the long trend of opex inflation? Well, yes and no.

• Opinion

  Starters’ orders for the oilfield services market?

  • 07 12月 2016

  The last few years have been all about managing down the costs base, resulting in diminished capacity, and laying the foundations of the recovery.

• Opinion

  A balancing act: getting fiscal terms right

  • 01 12月 2016

  A government can’t influence the geological potential of the areas they offer, so they need to be aware of how the industry perceives the areas offered. How good are the rocks?

• Opinion

  LNG trucking takes off in China

  • 04 10月 2017

  We explore the new business models supporting growth

• Opinion

  What does Chesapeake's bankruptcy mean for US natural gas?

  • 01 7月 2020

  Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.

• Opinion

  Australia’s North West Shelf set for change

  • 24 6月 2020

  Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.

• Opinion

  What investors want to know about energy and natural resources

  • 17 6月 2020

  The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

• Opinion

  What obstacles do North Sea operators face on the path to net zero?

  • 22 7月 2020

  The energy transition could have created an existential crisis for the North Sea. But governments and North Sea upstream operators are embracing ambitious projects and technology on the road to net zero.

• Opinion

  Is Japan ready to tackle its coal problem?

  • 08 7月 2020

  Does LNG stand to benefit? What would it mean for Japan’s emissions?