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With India’s gas market shaken by Covid-19, and low spot LNG prices expected to persist at least until 2022, the full commercialisation of these deepwater volumes is at risk.
A new report from Wood Mackenzie shows that olefins production losses in Asia have reached historical highs as a result of regional lockdowns in the wake of the coronavirus outbreak.
Sylvia is joined by Abigail Hopper, president and CEO of the Solar Energy Industries Association, to discuss the industry's current state in the wake of the US election, the implications of the Inflation Reduction Act, potential changes to tax credits, and the impact of tariffs and energy demand on the industry.
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
From the Majors to OPEC+ … and the key topics in between.
The refinery is one of the lowest cost in our cost league. Bauxite is sourced locally and of good quality and captive power is based on large company owned coal mines. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note giving you a…
Muri is the oldest alumina refinery in India. The refinery has a design capacity of 450ktpa and primarily produces SGA for own company use. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note giving you a holistic view of the asset,…
According to research by natural resources consultancy Wood Mackenzie, Malaysia offers some of the most material and attractive upstream investment opportunities in Southeast Asia, primarily due to the need for additional gas supply.
The impact of the 2014 oil price collapse is still being felt across the upstream sector. Operators have cut investment, deferred projects and implemented tough cost discipline, slashing US$910 billion from global capital expenditure estimates for 2015-2020. While many operators believe the cuts will stick, a new survey released today by natural resources consultancy Wood Mackenzie indicates the pictured is more nuanced.
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
We share how the country’s upstream operators can leverage sustainability principles by seeking “advantaged resources” within their portfolio
After the US raised tariffs from 10% to 25% on US$200 billion worth of imports from China, China has responded. How will escalating tariffs affect the petrochemicals industry?
The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.
The tightly balanced iron ore market was a hot topic at Singapore Iron Ore week, Asia Pacific’s biggest annual gathering of steel and iron ore industry insiders. What else caught our analysts’ attention at this year’s conference?
The gang share their predictions for energy in 2025.
Asia-Pacific's oil and gas sector looks set to rebound over the next 12 months as rising demand, stronger commodity prices and an uptick in M&A activity bring greater confidence to the region. Wood Mackenzie predicts rising Asian LNG demand, the return of China's NOCs to growth mode and new appetite for upstream investment to be key factors influencing the sector, not only Asia-Pacific, but also globally into 2019.
Low-carbon projects and policies progress, but face energy security and price stability concerns.
As Biden’s inauguration approaches, Wood Mackenzie experts share how his administration could impact trade, climate change goals, and changes to the energy sector in Asia Pacific.
Join Wood Mackenzie's Senior Analyst, Kashish Shah for a 30-minute to discuss the future of these revenue streams for grid-scale battery storage assets in Australia's electricity market.
Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.
On 9th March, Brent fell 30% and has seen continued volatility in the following 24 hours, sending a shockwave through global energy markets. What does this mean for Asia Pacific?
Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.
Today China announced retaliatory tariffs on $60 billion worth of American imports, in response to the Trump administration's latest trade threats. The list included a 25% tariff on LNG.
China and the US — the world’s biggest greenhouse gas emitters — have performed a spectacular U-turn on climate change policy.
Join Wood Mackenzie on Wednesday 30 April, for our Summer Outlook where our experts will discuss the primary risks facing the North America natural gas market this summer and host a Q&A to address your most relevant questions.
This webinar will dive deep into the electric T&D supply chain challenge, examining the underlying drivers of demand, supply constraints and future trends.
Join us for our "Steel Alloys – A Defining Moment" webinar when we will discuss the critical role in global decarbonisation efforts steel alloys will play.
The critical role of high-impact exploration in securing energy supply and sustainability
A renewed focus on the country’s energy infrastructure has important implications for oil and refined products.
Asia-Pacific's upstream industry has been plagued by declining oil production, exploration and licensing activity. Since 2014, exploration investment in the region has fallen 66% to around US$6 billion in 2018, reducing the hopper of new development opportunities.
What the end of China's 'zero Covid' strategy means for global energy and natural resources
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