• 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.

• Opinion

  Batteries: powering the fight against climate change

  • 22 4月 2020

  Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

• Editorial

  Below zero: what the WTI crash means for US and global markets

  • 21 4月 2020

  On Monday, April 20, WTI dipped to minus $37.63, collapsing under the weight of global oversupply and sharply reduced demand due to the Covid-19 pandemic. We asked our experts on supply and demand dynamics, infrastructure, and financial markets to shed light on these historic numbers and discuss what we can expect in the near and longer-term.

• Opinion

  Coronavirus: tracking the impact on European gas, power and chemicals

  • 22 4月 2020

  The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

• Opinion

  Trump's art of the OPEC deal

  • 13 4月 2020

  In this episode of our Asia-Pacific energy podcast, we discuss this weekend's OPEC agreement.

• Opinion

  Has the Lower 48 got the financial strength to ride out the storm?

  • 17 4月 2020

  From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

• Opinion

  Coronavirus oil and gas supply chain risks are hidden in your backyard

  • 08 4月 2020

  How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?

• Opinion

  2020: the new oil sector supplier crunch bites

  • 14 4月 2020

  The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

• 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

  Can the world agree a deal to boost oil prices?

  • 03 4月 2020

  As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

• Opinion

  Three signs that a global recession is imminent

  • 02 4月 2020

  From the coronavirus lockdown to economic meltdown, Peter Martin explains why we’re downgrading our economic outlook for 2020 as a result of Covid-19.

• Opinion

  Beyond inexpensive supply in North American power markets

  • 31 3月 2020

  The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

• Editorial

  What does the oil price crash mean for you?

  • 01 4月 2020

  How much do we think investment is going to fall this year, why is it different to the last price crash, and where are the costs most likely to be cut? Our team of global upstream experts tackles the industry’s burning questions in this 35-minute webinar.

• 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

  Oil price crash: how Middle East, Russian and US upstream industry responses compare

  • 01 4月 2020

  In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

• Opinion

  Coronavirus hits the petrochemicals industry with two major shockwaves

  • 03 4月 2020

  Frozen economic activity and volatile feedstock pricing will both have an immediate and dramatic impact. How will the industry respond?

• Opinion

  Will carbon policy push refiners to the brink?

  • 26 3月 2020

  Refining faces a significant threat from costly carbon exposure. Preparing for change is crucial.

• 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

  Iron ore: how low can the price go?

  • 25 3月 2020

  Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

• Opinion

  Can the North Sea oil and gas industry survive the downturn?

  • 23 3月 2020

  The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003. Can the North Sea weather the storm?

• Opinion

  How the coronavirus crisis is driving a global wind market downgrade

  • 24 3月 2020

  The coronavirus crisis will cause global wind additions in 2020 to decline by 4.9GW when compared to Wood Mackenzie’s previous projections. Due to other market changes since Wood Mackenzie’s Q4 2019 update, total forecast wind additions for 2020 is now expected to be 73GW.

• 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.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

• Opinion

  What does the OPEC+ supply surge mean for refiners?

  • 23 3月 2020

  The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

• 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.

• Opinion

  Will there be a bailout for the hard-pressed US shale industry?

  • 13 3月 2020

  As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.