• News Release

  150 GW of renewables projects in Asia Pacific at risk in a coronavirus-led recession

  • 22 4月 2020

  Wood Mackenzie’s latest research shows that up to 150 gigawatts (GW) of wind and solar projects across the Asia Pacific could be delayed or cancelled over the next five years (2020 – 2024), if the coronavirus-led recession extends beyond 2020.

• Webinar

  WEBINAR | Metals markets outlook under the coronavirus “black swan”

  • 21 5月 2020

  Disruptions to the metals markets, as well as the sentiment change due to the coronavirus, have dominated metals markets and price movements so far in 2020. The metals markets are moving faster than ever driven by announcements from governments and companies to counter the challenges from the pandemic, and the needs for a timely understanding of the supply and demand dynamics have become of paramount importance. Please join a group of China-based consultants from Wood Mackenzie’s aluminium, copper, nickel and zinc teams for the most up-to-date outlooks for metals markets as well as the on-the-ground information in China. In this webinar, we will discuss the following topics: 1. Global metals demand scenarios and the way to recovery 2. Disruptions to global mines and smelters 3. Why situations on the metals supply chain in China are different from the rest of the world? 4. Price outlook for aluminium, copper, nickel and zinc over the short-term Please note that this webinar will be delivered in Mandarin. Fill in the form on this register for the webinar.

• Comment

  China's Two Sessions reiterates commitment to pollution control

  • 22 5月 2020

  The topic of environmental protection continues to feature heavily in the Two Sessions today. Wood Mackenzie experts share some initial thoughts.

• News Release

  Global appetite for plastics key to China’s polyolefins demand growth in 2020

  • 28 5月 2020

  Much of China’s polyolefins demand growth in 2020 will depend on global appetite for plastic end-products, says Wood Mackenzie.

• Comment

  What does China's thermal coal import restriction mean for Australian producers?

  • 22 5月 2020

  Rumours of a ban on Australian thermal coal to China have surfaced in the thermal coal market this week.

• News Release

  Global LNG demand faces first seasonal contraction in 8 years

  • 02 6月 2020

  The global liquefied natural gas (LNG) industry is about to face its first seasonal demand contraction since 2012, with demand in summer 2020 expected to fall 2.7% or 3 million tonnes (Mt) year-on-year, says Wood Mackenzie.

• News Release

  Nickel sulphate supply to peak in 2027 as EV sector-driven demand accelerates

  • 08 6月 2020

  Nickel in sulphate production is expected to rise from 211 kilo-tonnes (Kt) in 2019 to its peak at 450 Kt in 2027, while demand driven by the electric vehicle (EV) sector continues to accelerate, reaching approximately 800 Kt by 2035, says Wood Mackenzie.

• The Edge

  The Edge: Downstream’s role in the energy transition

  • 01 5月 2018

  How to stay relevant? Every oil and gas company is pondering the energy transition, and how to adapt a business model that’s served well for the last century to be fit-for-purpose through the 21st and beyond.

• Editorial

  Asia-Pacific: gas on, deals off

  • 15 11月 2017

  In our recent travels to North Asia, our clients consistently brought up a few key issues.

• Editorial

  Exploring the strategies of the Asian NOCs

  • 12 9月 2017

  Our Asia Pacific upstream research team discusses the highlights and strategies of the Asian NOCs following the H1 2017 earning announcements.

• Editorial

  Geopolitical risk on the rise?

  • 05 10月 2017

  Our Asia Pacific upstream team discuss geopolitics, above ground risk and the impact on the energy sector related to rising tensions in the South China Sea and North Korea.

• Featured

  Shifting tides of global crude oil trade and its impact on Asia

  • 12 12月 2018

  With significant changes already underway for global crude trade, what will this mean for the industry in Asia?.

• Featured

  Shifting tides of global crude oil trade: Six emerging themes

  • 05 12月 2018

  We've identified six key themes that will influence the global crude and refining markets in the next five years. Read on for a high level overview of these key areas.

• Featured

  The changing global crude trade landscape

  • 28 11月 2018

  Over the next five to six years global crude trade is expected to significantly change. This will impact the entire chain, from producers to investors. In this three part series, we look at the global story, the six key themes and finally, we focus on the likely impacts for Asia.

• The Edge

  Could Iran sanctions see Brent spike to U.S.$100 a barrel?

  • 07 11月 2018

  Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

• Editorial

  Elemental forces at play in APAC wind and solar markets

  • 26 10月 2018

  In Asia Pacific, the renewable power market is evolving rapidly. Changes in policy and prices are driving solar demand down and offshore wind capacity up. Longer term, improvements to infrastructure and technology are expected to drive exponential growth.

• Editorial

  Where will a global LNG price reference emerge?

  • 17 9月 2018

  Where will a global LNG price reference emerge? Find out why the US Gulf Coast is likely to take the lead in the short term, with the global LNG market looking to China in the long term.

• Editorial

  PTT re-engages in South East Asia with new chemicals investments

  • 05 7月 2017

  Steve Jenkins reviews how Thai conglomerate PTT is changing its strategy in response to the government’s recent environmental and economic policymaking.

• Editorial

  Scrapping the scrap: China's Waste Bans

  • 12 3月 2018

  China’s waste bans will have an impact on the polyolefins markets. Our analyst Ashish Chitalia goes into more detail.

• Editorial

  Styrene Anti-Dumping Duties in China

  • 19 5月 2018

  The global styrene market is facing a sizeable change in the status quo. Our new Insight gives our initial thoughts on the state of the market before and after tariff announcements...

• Editorial

  ExxonMobil acquires Southeast Asia’s Jurong Aromatics

  • 15 5月 2017

  Following the recent news about the acquisition of Jurong Aromatics Corporation, Steve Jenkins looks at how things will play out in the aromatics sector going forward.

• Editorial

  What is the impact of China’s import ban on waste plastic?

  • 31 10月 2017

  The Chinese government plans to ban waste imports — including plastics — by the end of this year. While this could have positive repercussions in the long term, like exporting countries being forced to re-evaluate their approach to waste and improve their systems, we could see negative impacts appear quickly. Without China and its fibre industry serving as an end market, some countries may forego plastics collection efforts, leaving plastics to be littered or disposed of in landfills, waterways or the ocean.

• Editorial

  Proposed closure of Jiangsu ports unnerves chemical markets in China

  • 30 9月 2017

  Proposed closure of Jiangsu ports unnerves chemical markets in China. Learn why.

• Editorial

  Why is China the early adopter of CTO/MTO

  • 14 11月 2017

  Kelly Cui, Olefins Senior Consultant, explains China’s abundant coal reserves and how it’s being used to meet domestic olefins demand.

• Editorial

  Asia-Pac oil on the decline

  • 28 2月 2017

  Up to 2020, Asia-Pacific faces a decline in oil output but is this a permanent trend?

• Editorial

  Illegal capacity and pollution: two threats facing the Chinese aluminium industry

  • 01 8月 2017

  China released policies in April cracking down on illegal smelting capacities. How much is at risk?

• Editorial

  China and shale gas: growing operational confidence from CNPC and Sinopec

  • 05 7月 2017

  At the workshop, representatives from both CNPC and Sinopec shared progress updates on their shale gas projects.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Featured

  When will Tesla make a profit?

  • 22 1月 2020

  When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.

• Featured

  Another milestone in the decline of coal in the US

  • 22 11月 2019

  In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.