Wood Mackenzie

A NEW weekly discussion of notable news in upstream oil and gas. Every week we will bring you interesting stories that caught our attention and discuss their implications for Asia Pacific and beyond. This week: Trump tweets, capex cuts and keeping sane while at home.

In this podcast special, Gail Anderson chats to Senior Analysts Richard Hood and Adam Pollard about the impact of the oil price crash on the upstream industry in Sub-Saharan Africa.

In this podcast special, Gail Anderson chats to Senior Analysts Richard Hood and Adam Pollard about the impact of the oil price crash on the upstream industry in Sub-Saharan Africa.

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?

Ian Thom is joined by Toushar Chakrabarty to discuss the Libyan oil blockade and what it means for the country and its oil sector.

Tom Ellacott and Roy Martin discuss what to expect this week as the Majors’ begin announcing their Q4 results

In this month’s podcast, Gail Anderson chats with our expert analysts Richard Hood and Jon Lawrence about Senegal’s upstream future following our first ever research trip to the country.

Ian Thom is joined by Liam Yates and Alexandre Araman to discuss the Saudi Arabia (Jafurah) and UAE (Jebel Ali) unconventional gas projects. The Middle East is known for large conventional oil fields, but unconventional gas is featuring more and more.

In this voice-over, we introduced the current daily situation in China and our latest view on steel and iron post the virus outbreak

In this voice-over, we introduced our latest view on iron ore and the situation in China post the COVID-19 outbreak

Angus Rodger and guests discuss the key upstream events that rocked their worlds in 2019, and the exciting wells and themes they're looking forward to in 2020.

Jorge Sierra, Alberto Casquera y Diana Quezada analistas de Upstream Research para América Latina, discuten sobre los principales acontecimientos en la industria energética en México durante el 2019. Se analiza en primer lugar la viabilidad del plan de negocios de Pemex y su estrategia para desarrollar sus 20 campos prioritarios, en segundo lugar se analizan las tendencias para observar en 2020 y finalmente se presentan las perspectivas sobre el mercado secundario en Mexico. ¿Que nos espera en 2020 en la industria petrolera en México?

Ian Thom is joined by Alan Walker, Toushar Chakrabarty and Jean-Baptiste Bouzard to discuss our 2019 upstream review and 2020 look-ahead for the upstream sector in the MENA region.

Today we are talking about how much upside South Korea new power police will create for short term LNG demand, the potential for under-utilisation of US LNG facilities and how much LNG Europe can take this winter.

Third quarter earnings wrapped up last week with some interesting and common themes. Shale gas companies are aiming for large capex reductions while keeping keep production flat. The situation is ugly but less dire for tight oil. Most tight oil companies are unofficially guiding towards modest capex reductions next year accompanied with modest production growth. The better positioned operators will also be able to deliver positive free cash flow to either pay down debt or return cash to shareholders. For more details, have a listen to our podcast linked below, where we expand on the common themes from this round of earnings and discuss what to watch for as 2020 approaches.

A panel conversation between Wood Mackenzie’s Ben Kellison, Greensync’s Phil Blythe, and Chloe Munro, former chair of the ACCC, on Australia's power market. They discuss striking the balance between flexible demand, distributed generation, and energy storage in Australia. For more information, visit https://www.woodmac.com/our-expertise/focus/Power--Renewables/australias-power-market-soaking-up-the-sun/.

LNG is cleaner to burn than other fossil fuels but how can LNG reduce it’s environmental impact?

Ian Thom is joined by Toushar Chakrabarty and Juma Mlawa to discuss M&A activity and trends in Egypt.

Valentina Kretzschmar, Director, and Tom Ellacott, Senior Vice President at Wood Mackenzie Corporate Research team share insights on the Majors’ Q3 2019 performance.

Focusing on M&A in Australia and SE Asia, host Angus Rodger plus guests David Low and Andrew Harwood discuss the market as Woodmac sees it. What deals are on the horizon, are there enough active buyers, what impact on valuations, and what role for private equity and institutional investors?