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In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.
How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
After a turbulent start to the year, geopolitical factors around the world could have a significant impact on the oil market outlook this year.
As 2019 draws to a close, we look at the trends that jolted the industry over the past year.
No other power-generation technology matched solar’s pace of cost reduction this past decade. The game will change again in the 2020s.
While Greater Europe is dropping down the rankings, China is poised for meteoric ethylene capacity expansion in the next five years.
The rise of renewables and dispatchable demand is putting power markets to the test. A redesign is vital.
The combustion benefits of gas versus oil and coal are clear, and using LNG has improved air quality in China, South Korea and India. This episode of The Big Chill podcast asks: can LNG get greener?
Wind and solar energy have caught investors’ attention over the last decade. So how much capital is likely to be deployed going forward, and where will it come from? And what role will this spend play in the energy transition?
Refiners are increasingly turning to chemicals production. But how much value does integration add? We take a closer look at the recent acquisition of Wuhan refinery by SK-Global Chemical and Sinopec to better understand the economics.
The expedited ban has significant implications for the whole industry, with a particular supply challenge for Chinese nickel pig iron (NPI) production – and an opportunity for Indonesia to catch up.
Gold is back in the spotlight, but the resurgent price highlights a challenge. Insufficient exploration spend has left gold reserves significantly depleted – but three factors could help to avert a fall in supply.
International gas and LNG prices have collapsed. For most of 2019, the global market has seen improving gas supply and intense supplier competition result in lower prices. What does this mean for Australia's east coast gas market?
In 2019, annual average global oil demand will exceed 100 million barrels per day (b/d). Alan Gelder reflects on the past, present and future of the global oil industry as it struggles to halt climate change.
As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.
Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.
When will the oil majors divest their existing assets and for what price?
Battery raw materials could face supply crunch by mid-2020s. What does the long-term outlook for battery raw materials mean for electric vehicle penetration, the metals supply chain and those who invest in it?
The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?
The IMO 2020 regulations could have a far-reaching impact beyond just the shipping and refining sectors. We explore how it could affect steel and the electric vehicle battery industry.
The Supermajor ExxonMobil and Chevron plan to sell US$15 billion of assets in its rationalisation programme. But is this ambitious enough? Get our analysis of the assets up for grabs.
Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.
APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.
Project operations set to continue under veil of secrecy.
Wood Mackenzie is proud to be the Knowledge Partner at Gastech 2024
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