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.

How far will upstream M&A activity rebound in 2021?

• 25 1月 2021

This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

Gas and LNG: why 2021 will be a defining year

• 14 1月 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Is the energy transition road paved with scrap metal?

• 07 1月 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Catch, don’t release: the dawn of the CCS era

• 11 8月 2021

With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

Tracking the source of the single-use plastics crisis

• 03 8月 2021

Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.

COP26: how the energy and natural resources industries are responding to climate change challenges

• 04 8月 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

Electric vehicle infrastructure investment trends to watch

• 29 7月 2021

Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

Electrification: essential to decarbonisation but with major challenges ahead

• 20 7月 2021

The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

The global electric vehicle race is heating up

• 11 8月 2021

Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

Carbon taxes: more carrot and a larger stick required?

• 28 7月 2021

Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

Taking on climate change: Navigating a path forward in the IRA era

• 22 4月 2024

The Inflation Reduction Act will spur investment and progress in clean energy over the next 10 years. In our new partnered report with CohnReznick we examine the tax incentives and opportunities available because of the IRA and what this means for the energy landscape.

Future Facing Commodities Forum 2024: your questions answered

• 15 4月 2024

Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

Can emissions taxes decarbonise the LNG industry?

• 11 4月 2024

The LNG industry is facing growing pressure to decarbonise. But this can't be achieved without major investment, pushing up the price of delivered LNG. Buyers have so far been reluctant to pay a premium for low-carbon volumes. Taxing LNG emissions could change this. Europe is leading the way, with the EU taxing the fuel emissions of LNG vessels from this year.  While an important first step, much more is required for the industry to decarbonise at scale.

Webinar | Carbon offsets: How to realise value in the net zero transition

• 06 6月 2024

Ethylene: global carbon contributor

• 09 4月 2024

The ethylene industry is tackling emissions through a raft of new carbon-cutting measures. These bring promise, but also considerable challenges, as some regions face the fall-out of their carbon pricing policies

China’s solar growth sends module prices plummeting

• 05 4月 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

NEO Energy and Sval Energi sale rumours - what could the portfolios offer a buyer?

• 08 4月 2024

The current combined production for the companies is over 150 kboe/d but they offer different value propositions.

Russian refining outages surge on Ukraine drone attacks: three key questions answered

• 21 3月 2024

Russian waterborne product exports see substantial cuts, will crude loadings be next?

Wood Mackenzie 2023 Research Excellence Awards

• 19 3月 2024

Celebrating the very best of another year of outstanding analysis, with insights into CBAM, energy transition scenarios, solar-plus-storage, RNG, tight oil cost inflation and more.

Record highs for global wind turbine order intake in 2023

• 18 3月 2024

Global wind turbine order intake hit new highs in 2023 with 155 gigawatts (GW) procured for the year, an increase of 16 GW from 2022.

As project economics rebound, upstream FIDs to increase in 2024, with focus on deepwater resources

• 14 3月 2024

Up to 30 upstream projects larger than 50 million of barrels of oil equivalent (boe) could reach FID in 2024, an increase from 22 in 2023, according to a new report from Wood Mackenzie.

Extended production cuts show OPEC's enduring influence over oil

• 08 3月 2024

It has been written off many times, but the oil producers' group remains relevant. In the long term, its influence could grow.

Wood Mackenzie and Let’s Share the Sun donate solar PV and energy storage system to women’s shelter in Puerto Rico

• 08 3月 2024

On International Women’s Day, Wood Mackenzie, in partnership Let’s Share the Sun and other third parties, dedicated 51 solar panels and battery storage to a shelter for victims of domestic violence in Puerto Rico. The fully installed 25 kW-DC system will provide a significant portion of the shelter’s power needs.

Government tenders to drive 102 GW of global renewable capacity in 2024

• 07 3月 2024

More than 100 gigawatts (GW) of global renewable energy capacity is expected to be tendered in 2024. With more than 60 GW to be offshore wind, the overall volume is set to grow as the year progresses and will match 2023 levels.

The biggest topics in global upstream

• 06 3月 2024

Some upstream oil and gas sectors gave us supply surprises in 2023, with some regions producing above expectations, others disappointing. What didn’t disappoint was the level of excitement around M&A, which features throughout the regions in our latest global upstream update.

Global solar PV installed capacity will more than triple in the next ten years

• 19 3月 2024

The world will have 5.7 TWdc of solar by 2033, largely driven by China

Evolving power: the impact of electric vehicles on energy utilities

• 01 3月 2024

In this bonus episode from Distributech, Ed is joined by Quinn Nakayama, from Pacific Gas and Electric Company (PG&E). They have an in-depth discussion on how the rise in EVs is forcing utilities to rethink infrastructure, optimise energy use, and plan for a very different future.