North America Company & Play Analysis Tool

Pull apart company value data and forecasts to benchmark regions, plays and operators on the metrics that matter.

How will oil and gas companies get to Scope 3 net zero?

• 27 October 2022

Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.

How four trading houses are shaking up the LNG industry

• 31 January 2018

Trafigura, Vitol, Gunvor and Glencore are dominating the LNG trading landscape, trading 9% of total LNG sold worldwide. What do they have to offer?

NOCs begin a new phase of upstream internationalisation

• 23 October 2025

How are the world’s leading NOCs reshaping their upstream strategies? Explore what’s driving their next wave of international expansion

Can conventional oil projects compete with L48 oil?

• 14 March 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

What's behind Libya's production boost?

• 20 October 2017

Libya's oil production has increased steeply from August 2016’s low point of below 300,000 barrels per day (b/d) to around 850,000 b/d at present, passing the 1 million b/d barrier in July. But Wood Mackenzie believes Libya may now be reaching its near-term production limits and future growth will be gradual.

Golden Pass crests second wave of US LNG

• 05 February 2019

ExxonMobil and Qatar Petroleum’s announcement that they will proceed with development of the Golden Pass liquefied natural gas (LNG) export project at Sabine Pass, Texas, kicks off what could be a record year for LNG final investment decisions (FIDs). The go-ahead for Golden Pass LNG comes as Anadarko and its partners in Mozambique LNG (Area 1) took a major step towards FID after signing sales and purchase agreements (SPAs) with CNOOC, Tokyo Gas-Centrica and Shell. ExxonMobil (30%) and Qatar Petroleum (70%) said construction at Golden Pass will begin in the first quarter of this year, with start-up scheduled for 2024.

Rising oil prices test US producers’ willpower

• 15 January 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

Ten predictions for energy in 2024

• 15 December 2023

A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

Webinar | From molecules to electrons: Trump 2.0 and the impact on the energy transition

• 03 December 2024

The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy and natural resources sectors. This webinar mini-series dives into the heart of these changes, offering expert insights into how the outcomes could redefine the energy landscape. The mini-series consists of two webinars: molecules (oil, gas/LNG, carbon, hydrogen, and sustainable fuels) and electrons (renewable electricity, batteries, electrified transport, power markets and grid innovations).

Could Big Energy and miners join forces to deliver a faster transition?

• 23 May 2022

Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?

Petrobras kicks off Marlim revitalisation project in Brazil

• 23 May 2023

Market activity is picking up for Petrobras – developments are moving forward quickly, while exploration remains slow.

Webinar | North American Gas Outlook: Winter 2023

• 11 October 2023

Join Wood Mackenzie's industry experts on October 11th, 2023, at 9:30 AM CST, as they explore the North American Gas Winter 2023 Outlook, discussing factors impacting the market in the coming months.

Energy companies seek answers amid US tariff uncertainty

• 07 March 2025

The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.

Shell 'to be net-zero company by 2050'

• 16 April 2020

Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.

2035: The evolution of a global gas market

• 14 April 2017

Assess the shifting supply and demand dynamics that will foster the growth of the international gas trade.

Petrogas and Hitec Vision snap up Total UK asset package in $635m deal

• 10 July 2019

French Major Total has sold its stakes in 10 UK North Sea fields to Petrogas NEO, a new joint venture between Petrogas and HitecVision, for US$635 million. The asset package includes operated and non-operated assets, which will produce 25,000 barrels of oil equivalent per day (boe/d) this year. The assets hold over 30 million barrels of oil equivalent in remaining reserves.

What’s behind the BP and INEOS petrochemical deal?

• 06 July 2020

While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.

US tariffs push Canada to consider alternative export routes

• 24 March 2025

The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market

Can the Iraq-Turkey pipeline logjam be cleared?

• 20 November 2023

A restart to Iraqi oil exports via Turkey is more than just a pipedream, but obstacles remain.

Tensions over “green protectionism” emerge at COP28

• 01 December 2023

Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

Australia's east coast gas market – how LNG changes everything

• 27 September 2018

At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?

How South Texas market shifts will create gas price divergence

• 13 September 2019

Permian and Eagle Ford gas production growth are meeting robust LNG export in South Texas. What does this mean for Katy, Agua Dulce and HSC price hubs?

How the war is choking energy demand

• 14 April 2022

US utility-scale solar: will policy power a rebound?

Marathon's US$700 million Delaware bolt-on acquisition

• 30 March 2017

On March 21, Marathon bought 21,000 net acres in the Delaware Basin for US$700 million from Black Mountain Oil & Gas and other private sellers. The deal comes soon after Marathon entered the Permian through a US$1.1 billion deal with BC Operating. In our latest Insight, our analysts examine the deal and weigh the potential risks and benefits of expanding Marathon's acreage.

Half of traditional super basins are future-fit and they have three things in common

• 21 July 2022

Energy super basins of the future must fulfill three key criteria - abundant resources, access to low-cost renewables and hub-scale carbon capture and storage (CCS) opportunities, according to a new report by Wood Mackenzie.

Introducing our Global Net Zero Pledges Scenario

• 08 February 2023

In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?

Gulf of America upstream: our view on rig rates

• 12 November 2025

Day rates have held firm despite significant softening in oil prices since 2022, but can high prices pre-vail much longer?

JCC-indexed LNG contracts could lose US$15 billion value post IMO 2020

• 21 November 2019

Wood Mackenzie’s latest report reveals that LNG sellers with contracts linked to JCC (Japan Crude Cocktail) could lose some US$15 billion in unearned revenues. This is a result of the IMO 2020 regulation limiting sulphur content of marine fuels to up to 0.5%, which directly affects the price of sour crudes such as those composing the JCC mix. The IMO 2020 kicks in on 1st January 2020.

Gas, LNG & The Future of Energy 2026

• 02 June 2026

Wood Mackenzie's 4th annual Gas, LNG and the Future of Energy from 2-3 June 2026 is where the industry comes together in London to discuss the different market, investment and corporate dynamics shaping it, and the role of gas in supporting the energy transition. #WMGasLNGEvent