• Opinion

  The outlook for renewable generation across Asia Pacific remains bright

  • 19 5月 2020

  Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

• Editorial

  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.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Opinion

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Featured

  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?

• Opinion

  How low could Asian spot LNG prices fall this summer?

  • 07 4月 2020

  Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

• Opinion

  Is China embarking on a major expansion of coal-fired power generation?

  • 31 3月 2020

  As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• Opinion

  How hard will the oil price crash hit APAC upstream investment?

  • 19 3月 2020

  Fast, deep cuts lie ahead in the Asia Pacific upstream sector in the wake of the oil price crash.

• Opinion

  Coronavirus, China and the big oil crash

  • 12 3月 2020

  Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

• Editorial

  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.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  Coronavirus: could flexible packaging reduce the threat of future outbreaks?

  • 04 3月 2020

  The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.

• 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

  What will 2020 look like in Asia Pacific for gas and LNG?

  • 18 12月 2019

  The global LNG market spent 2019 in the depths of oversupply with Asian spot LNG prices hitting an all-time low of $4.3/MMBtu in September.

• Opinion

  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.

• Opinion

  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.

• Featured

  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?

• Opinion

  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.

• Opinion

  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.

• Opinion

  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.

• Featured

  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.

• 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.

• Opinion

  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!

• Webinar

  Webinar | Developing a winning IRA strategy: how to navigate uncertainty and maximize benefits from the IRA

  • 30 10月 2024

  Two years on from the introduction of the IRA, join us to discuss how developers, manufacturers, and EPCs (engineering, procurement and construction companies) are maximising project success and making the most of benefits provided by this landmark bill.

• Opinion

  US low-carbon energy manufacturing booms

  • 01 11月 2024

  Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs