India's GST - A boon for oil markets?

• 16 11月 2017

The introduction of India's Goods and Services Tax (GST) has lifted oil demand in the country this year. Crude oil, natural gas, diesel and gasoline are currently exempt from the GST. However, diesel and gasoline demand are indirectly affected by the impact of GST on vehicle prices and sales, especially in the logistics sector.

Can LNG save China from winter gas shortage?

• 22 11月 2017

China's introduction of the '2+26' cities policy earlier this year calls for restricted use of coal for both residential heating and industrial purposes. This has significant ramifications for the Chinese winter season where demand is traditionally high. As an alternative to coal, gas demand could rise by 23 bcm this year compared to previous winters. Facing the most severe shortages is northern China, particularly Beijing, Tianjin and Hebei (abbreviated as BTH), where demand is highly seasonal. This region will make up half or 10 bcm of the incremental winter gas demand in 2017.

China's waste plastic ban could pave way for South East Asia's dominance

• 04 12月 2017

The sub region of South East Asia could potentially become a world leader in importing plastic waste, according to PCI Wood Mackenzie's 'RPET China Study – China Waste Import Ban 2017'.

New dual-credit scheme can elevate Chinese electric vehicles industry

• 19 1月 2018

Under heavy subsidies from the government, China's electric vehicles (EV) market has grown exponentially to overtake the United States as the world's largest EV market. However with subsidies fading out in two years' time, the Chinese government and EV manufacturers are pressed for time to sustain the growth momentum in EVs. Wood Mackenzie's latest research reveals that China's proposed dual-credit scheme can reshape the EV market for a more sustainable development beyond the abolishment of subsidies in 2020. The EV penetration rate is projected to hit 17% in 2035 as a result.

Will a shifting global market embrace US crude?

• 05 3月 2018

A new study by Wood Mackenzie, examines this shift in the oil market, and assesses the challenges and opportunities facing the market and US producers and midstream operators.

Chinese shale gas production to almost double in two years

• 17 4月 2018

Shale gas in China has seen significant progress over the last decade, growing to nearly 600 wells and 9 bcm of production last year. In its latest analysis, Wood Mackenzie projects Chinese shale gas production to almost double to 17 bcm in 2020.

Medco Energi's potential takeover of UK-listed Ophir Energy

• 02 1月 2019

On the first day of 2019, Ophir announced it was in talks with Indonesia's Medco Energi regarding a cash takeover. No amount or other details have yet been released, other than Medco has to make a clear binding offer by the 28th of January if a deal is to proceed. Ophir's upstream portfolio includes assets in Thailand, Vietnam, Indonesia, Malaysia, Equatorial Guinea and Tanzania. It also has exploration acreage in Mexico and Bangladesh.

Will Asia-Pacific's O&G sector join the global recovery in 2019?

• 14 1月 2019

Will rising demand, new exploration activity and a refresh of government policy bring renewed confidence in Asia-Pacific's upstream industry in 2019? Wood Mackenzie's research director Andrew Harwood shares his thoughts.

Is offshore wind the answer to Japan's declining nuclear power?

• 14 2月 2019

The outlook for Japan's offshore wind sector is looking positive as the country’s capacity is projected to reach upwards of 4 gigawatts (GW) in 2028, a 62-fold increase from last year, new research from Wood Mackenzie indicates.

Australian high CV thermal coal prices at 19-month low, but not for long

• 19 2月 2019

The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has been hit in early February due to seasonality of purchasing in the lead up to Chinese New Year and customs delays impacting Australian vessels into China. Will this move be another short-term blip and mirror the volatility seen last year, or is a broader correction at play?

China restricts seaborne coal imports

• 25 2月 2019

Wood Mackenzie analysts Yu Zhai and Robbin Griffin comment on the recent restriction of seaborne coal imports by China.

Can the right fiscal terms revive Asia-Pacific's upstream sector?

• 27 2月 2019

Asia-Pacific's upstream industry has been plagued by declining oil production, exploration and licensing activity. Since 2014, exploration investment in the region has fallen 66% to around US$6 billion in 2018, reducing the hopper of new development opportunities.

India commissions first east coast LNG terminal

• 07 3月 2019

India's first east coast regas project, Ennore LNG terminal, was commissioned yesterday by Indian Oil Corporation (IOCL). Wood Mackenzie's senior analyst Kaushik Chatterjee shares the significance of this project and how this marks the beginning of India doubling its regas capacity to 56.5 million metric tonnes per annum (mmtpa) by 2025.

Can China’s recovery turn the oil market around?

• 15 6月 2023

Government starts pulling the levers to bolster the economy

PowerRT Japan

Access real-time power plant output and transmission flow data across the Japanese power markets.

Washington tariff dispute creates uncertainty for US solar

• 05 5月 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

Is there more upside for oil prices in 2023?

• 13 4月 2023

OPEC+ output cuts hasten market tightening

How India is redefining its energy future

• 17 2月 2023

Investors eye up huge low-carbon and oil and gas opportunities.

How will India’s extended lockdown impact the energy sector?

• 06 5月 2020

Our experts unpack the effect of the coronavirus crisis on energy demand in India, the world’s fifth-largest economy.

Why Covid-19 is the ultimate energy transition stress test for refiners

• 20 7月 2020

Covid-19 is a threat to global refiners. Who will thrive? Who will merely survive? And what does this tell us about refiners’ resilience and readiness to take on the energy transition?

How might coronavirus impact global energy and commodity markets?

• 17 2月 2020

In our recent webinar, "Coronavirus (COVID-19) Outbreak: impact on commodities", our team of experts from across the energy value chain explored the immediate and future impact of coronavirus on global commodity and energy markets.

South Korea could miss 2030 renewables target

• 27 3月 2019

South Korea is unlikely to meet its 2030 renewables target, says Wood Mackenzie at a media briefing in Seoul today. According to the consultancy's analysis, renewables will account for about 17% of the country's power mix, a little shy of its original target.

Indonesia elections and impact on energy and mining and metals sectors

• 16 4月 2019

Indonesia heads to the polls on 17 April 2019. Wood Mackenzie and sister company Verisk Maplecroft discuss what this means for the energy, and mining and metals sectors.

How will 2019 elections in Asia Pacific impact the energy sector?

• 08 4月 2019

It is election season in Asia Pacific. While Thailand heads for the by-elections following voting irregularities, India, Indonesia and Australia will also head to the polls this year. Who will win? How will the energy sector be impacted? What do investors need to consider?

IMO 2020 – what does it mean for downstream, upstream, LNG and bulks sectors?

• 07 5月 2019

Implementation of IMO 2020 regulation is just eight months away and its implications will be felt beyond refining and shipping. Wood Mackenzie's Asia Pacific experts weigh in on what this means for the different sectors.

What would Australia's Labor win mean for the resources, energy and power sectors?

• 06 5月 2019

Australia's general election is around the corner and Labor looks set for victory. Labor has announced its commitment to reduce Australia’s carbon emissions by 45% between 2005 and 2030, and to reach net-zero pollution by 2050. It has also proposed changes to existing mechanisms to lower energy and gas prices.

Southeast Asian upstream M&A could hit US$14 billion

• 25 4月 2019

According to a new report by Wood Mackenzie, Southeast Asia could take centre stage in the region's upstream M&A activity in 2019, with up to US$14 billion worth of assets potentially switching hands.

Scott Morrison wins 2019 Australia election

• 20 5月 2019

Following PM Scott Morrison's win in the recent 2019 Australia election, Wood Mackenzie and Verisk Maplecroft analysts share their thoughts.

Angry tweets, a new long march and an escalating trade war

• 12 6月 2019

In the latest APAC Energy Buzz, Wood Mackenzie's Asia Pacific Vice Chair, Gavin Thompson, shares the implications of the ongoing US-China trade disputes on the energy sector.

Japan's INPEX signs deal with Indonesia on Masela block development

• 17 6月 2019

The HoA formalises the recent outline agreement between the Government of Indonesia and INPEX on the Masela development project.