The historic decline of US coal

• 29 May 2020

Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend

Majors cautious as Petrobras takes prize in Brazil’s TOR round

• 06 November 2019

Brazil’s largest-ever auction of oil licences – the Transfer of Rights round – saw state-controlled Petrobras walk away with the biggest prizes, the Búzios and Itapu blocks.

International Energy Week 2025: our key takeaways for oil & gas

• 27 February 2025

As the publicity material for International Energy Week 2025 – held in London from 25-27 February – states, we live in an energy-hungry world. Amid growing trade tensions and shifting energy policy, what does that mean for oil and gas?

Three factors driving the upstream M&A market

• 02 December 2020

Operators are under growing pressure to optimise portfolios. What are the forces having the biggest impact on decision-making?

How is Russia’s war with Ukraine affecting gas markets – and the global economy?

• 05 April 2022

The Russia-Ukraine conflict is a major disruptor for geopolitics, the global economy and commodity markets.

IE Week Briefings 2026

• 11 February 2026

Join us on Wednesday 11th February for our IE week briefings on the latest opportunities and challenges in the global oil and gas markets in 2026.

OPEC+ set for rollover but risk clouds supply outlook

• 30 June 2019

As OPEC and OPEC+ meet in Vienna, the outlook for the market is mixed, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie said. “Geopolitical risk means the supply outlook is tightening, offsetting the moderate weakening in oil demand growth thus far this year,” she said.

North America Key Plays Service

Discover recent activity, identify trends, assess value and highlight critical issues in North America's key plays.

Flight path to net zero: aviation’s fuel outlook to 2050

• 06 October 2025

Decarbonising aviation in an era of rising demand

How carbon pricing could reshape upstream oil and gas economics

• 31 March 2021

Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

Vaca Muerta production to reach 113 kboed by 2018

• 04 May 2017

Production from the seven most advanced developments in the Vaca Muerta play is expected to increase by 43% in 2017 to 77 kboed, and to double 2016 levels by 2018.

Tough at the top: the threats to US energy dominance

• 10 April 2025

In this edition of Horizons, we explore how the Trump administration has put US “energy dominance” at the top of its agenda alongside tariffs and international trade.

Webinar | US Solar | A look ahead across the investible landscape

• 02 May 2023

Join our solar experts for a dive into the industry and discover what investment opportunities lie ahead with the industry expected to grow 5x over the next decade.

Webinar | Brazil 2019 licensing bonanza: offering up pre-salt blocks

• 13 November 2019

This particular webinar topic covered the highly awaited exploration bid rounds over the pre-salt blocks on offer in Brazil. On October 16th, our experts shared their perspectives and discussed the licensing bonanza comprising of three rounds scheduled within a month of each other.

Webinar | Appalachian players under stress: The impact of low gas prices on Marcellus portfolios

• 25 February 2020

During the webinar, Wood Mackenzie experts discussed: 1. Of the pure plays (ex: Cabot), who looks best positioned to weather low prices in the long-term? 2. Hedging portfolios: How much time do they have? 3. Debt: Who is most at risk of breaching a covenant in 2020 in the Appalachia and how do maturities factor in? 4. What actions can operators work towards in the near-term to address these issues?

Webinar: Oil price crash - deep cuts in upstream investment

• 26 March 2020

The upstream oil and gas sector faces unprecedented uncertainty. It is clear oil companies must act quickly. Cuts to discretionary investment will be immediate and deep. While there are parallels to 2015-16, many things have moved on since the last downturn.

Webinar: The Majors' playbook for low prices

• 03 April 2020

The Majors have reacted swiftly to the oil price collapse. What are the levers they can pull if oil prices remain low? • Have they cut enough? • Have the cuts been to the bone? • Can M&A save the day? • Are dividends at risk?

Webinar | Japan's E&Ps: structural change and the road ahead

• 27 March 2020

They are a material, often unheralded, part of the upstream industry, producing 1.6 million boe/d. But, the energy transition and declining domestic demand has forced Japan’s upstream companies to review their strategies. Japanese explorers and producers face a tough choice: to grow or to exit the sector entirely? Join Asia Pacific Research Director Angus Rodger and Upstream Research Associate Zixin Goh as they examine the road ahead for Japanese E&Ps.

Webinar Replay | Brazil gas and power market: how will coronavirus affect future development?

• 05 May 2020

Brazil’s industrial gas demand had already started to decline in March, after coronavirus containment measures were put in place in Sao Paulo and Rio de Janeiro states. However, as lockdowns took effect across the country in the first two weeks of April, demand plunged. The oversupply has forced Petrobras to take action to mitigate the damage across the gas value chain and used its portfolio in an integrated and coordinated approach. • Covid-19 impact in the gas and power demand, and crisis management implemented by Petrobras • New power dispatch and gas market trends post Covid-19 • What to expect for LNG, Bolivian and domestic prices in the short term? • Lessons learned to gas marketing and infrastructure development players.

The energy transition of the oil and gas sector: key drivers and outlook

• 14 May 2020

This webinar will analyse the impact of the coronavirus and the subsequent precipitous drop in oil prices on the Majors’ new energy strategies. We will look at how the announced cost cutting measures may affect the peers’ carbon reduction and renewables budgets. We will also discuss a deepening transatlantic divide between the European and the US Majors and key reasons that underpin their different approaches to the energy transition.

Five themes shaping the energy world in 2025

• 08 January 2025

What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.

Future energy: biomethane’s time has come

• 17 October 2024

Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

Three factors driving US liquids production to new heights

• 05 September 2024

Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

Can emissions taxes decarbonise the LNG industry?

• 11 April 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.

Building an energy superpower

• 15 February 2024

How India fuels its future growth

Diverging views on the role of gas in the energy transition

• 01 February 2024

Comparing Wood Mackenzie’s Net Zero 2050 scenario to the IEA NZE

Building LNG’s resilience through turbulent times

• 02 November 2023

Larger and more diversified portfolios are best placed to navigate through volatility

Financing the next phase of Africa’s oil and gas development

• 19 October 2023

Access to capital the biggest obstacle for local players

Positioning for global LNG’s next big growth phase

• 06 July 2023

How developers can be more competitive

Should IOCs invest more in upstream?

• 28 April 2023

This week's Edge asks, should IOCs invest more in upstream?