What if Bernie Sanders banned fracking in the Lower 48?

• 12 2月 2020

As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

What’s ahead for North America gas?

• 18 12月 2019

2019 was another stellar year of US gas production growth pushing to new record highs aided by productivity gains, power demand growth and LNG exports. With producer spending only coming into sharper focus and competition for demand growing both domestically and globally, will the North America gas market experience pivotal changes in 2020 or continue on the same path set by 2019?

The EU’s new carbon tax at the border

• 31 1月 2020

The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

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.

How Asia’s NOCs can learn to stop worrying and love the energy transition

• 28 1月 2020

All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.

How will global gas and LNG markets respond to oversupply in 2020?

• 10 2月 2020

What will 2020 look like? And what could happen that will shape the market longer term?

New year, new offshore supply chain?

• 23 1月 2020

Could 2020 be the year the offshore supply chain overcomes oversupply AND slashes carbon emissions? Fill in the form on this page to get our full analysis and predictions for the year ahead.

Tight oil vs. deepwater: comparing fiscal terms

• 27 1月 2020

Graham Kellas, Senior Vice President for Global Fiscal Research, and Joshua Firestone, Principal Petroleum Economist for Fiscal and Valuations, explore the impact of bonus payments, royalty and tax terms on the full-cycle economics of US tight oil and deepwater.

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.

What changed energy markets in the 2010s?

• 14 1月 2020

Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

What to expect from oil and gas companies in 2020

• 20 12月 2019

Is 2020 the start of a new era for oil and gas companies? All eyes are on big oil's response to climate change. Get the predictions for the year ahead from our corporate analysis team.

Why North-west Europe needs more regasification capacity

• 18 12月 2019

North-west Europe needs more regasification capacity – both to meet the region’s growing demand, and to soak up surplus volumes of liquefied natural gas (LNG) in the future, new research from global natural resources consultancy Wood Mackenzie shows.

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.

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.

What does 2020 hold for the global upstream oil and gas industry?

• 08 1月 2020

What does 2020 hold for the global upstream oil and gas industry? 2020 is a year of what-ifs for producers and suppliers; uncertainty will keep spending low and growth slow.

Identifying key risks and uncertainties in 2020

• 17 12月 2019

Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

Predictions for 2020

• 19 12月 2019

For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

A timeline of major events in Ukraine-Russia gas relations

• 20 12月 2019

The gas transit and supply contracts between Russia and Ukraine expire at 10 am on 1 January 2020 (Moscow time) – the future of Ukraine transit remains the largest uncertainty for global gas markets in 2020. We reflect on major events in Ukraine-Russia gas relations in this timeline, 2000 to 2019.

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!

MENA upstream: 2019 in review – and a look ahead

• 07 1月 2020

In this episode of the MENA in Brief podcast, Ian Thom and his expert guests look at 2019 in review, and share their view on what lies ahead in 2020.

The greening of BlackRock: What it means for energy

• 17 1月 2020

In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

Video | Shell and Equinor announce UK asset merger to create new JV

• 06 12月 2024

Equinor and Shell are to combine their UK offshore oil and gas assets in a new incorporated joint venture, owned 50/50. The deal will create the biggest producer on the UKCS. We delve into this topic in a recent video, fill out the form to access this full analysis.

Refinery Supply Model

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Threats to oil supplies show the limits of US production growth

• 08 10月 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

What the Middle East conflict means for oil and LNG

• 03 10月 2024

With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

Gastech 2024: Our top three takeaways

• 22 10月 2024

Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year? 

Future energy: biomethane’s time has come

• 17 10月 2024

Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

Global upstream update: oil supply questions and portfolio resets

• 31 10月 2024

In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.

Is the crude oil refining sector delivering on decarbonisation?

• 06 11月 2024

The refining industry ranks as the third largest contributor to global greenhouse gas (GHG) emissions from stationary sources, placing it at the centre of the energy transition and net zero efforts.

Gas and LNG: predictions for 2025

• 07 1月 2025

From the prospect of a new wave of US LNG investments to the potential impact of the Ukraine transit deal expiration.