Wood Mackenzie

A new wave of projects, known as “Deepwater 2.0,” aims to deliver critical supply for domestic markets and LNG exports. With thin margins and rising complexity, execution will be everything. Read more: okt.to/VfW4Lc

Austin and Atlanta's ride-sharing markets are growing 2x faster than other US cities. Why? Autonomous vehicles. Counterintuitive data: AV markets see higher human driver earnings, not lower. @Uber strategy on EVs, AVs & competing with data centres: okt.to/CKGThV

Global supply shocks are driving a new focus on regional energy security. From Venezuela to Alaska, investment in oil and gas is accelerating as countries strengthen domestic supply. A long term shift is underway. Read more: okt.to/w3KxE0

Argentina and Saudi Arabia have proved international shale can work at scale, given the right conditions.    The Vaca Muerta and Jafurah projects together will absorb US$250 billion in future capex . So, where's the next big opportunity?     okt.to/7PIf5z

Energy markets are on edge as disruption in the Strait of Hormuz continues. Even with ceasefire signals, limited shipping activity is keeping pressure on oil and gas prices and raising concerns about wider economic impact. Read more from @Ed_Crooks: okt.to/r7KiZ4

Power markets are adapting to energy shocks through fuel diversification, renewables and battery storage. Our latest insight explores what this means for resilience and LNG’s future role in energy security. Read more: okt.to/JF9RXj

At CESCO Week in Santiago, the focus shifted beyond copper prices to the inputs and bottlenecks holding the market together. Get the key takeaways for 2026: okt.to/ZFjb1x

EU climate ambition is under pressure. The bloc remains a leader, but turning targets into delivery is proving harder as implementation gaps widen. Our report looks at progress, geopolitics and adoption of EVs and heat pumps.: okt.to/mn0L3Z

“It’s not a tech problem. It’s a design problem.” Why US VPP participation is stuck below 5% — and what needs to change. Check out our CEO, @nchaset on the @InterchangeShow 🎧👇

Cleantech costs jump 5x during productization. Revenue stays zero. Investors leave. Raveel Afzaal from @NextHydrogen explains the commercialization valley of death killing electrolyzer companies. New episode of Interchange Recharged: okt.to/rUFAvn

The Strait of Hormuz remains largely closed, despite signs of renewed peace talks between the US and Iran. - Vessel traffic is still far below normal levels - Oil and gas prices are reacting quickly - Risks to global supply are growing Read now: okt.to/YyRcg0

Our infrared monitoring detected a fire at the new Pachpadra refinery beginning at 13:57 (IST) on 20 April. This is a brand new greenfield refinery (180,000 barrels per day) and it was expected to come online this Spring: okt.to/mpY79J #Refinery #Fire #Supply

The 405,000 barrels per day Vadinar refinery in Gujarat, India commenced planned work on 10 April, which our infrared monitoring precisely detected in real-time.   Our proprietary intelligence provides independent verification and observations of refinery operations, delivering the early insights that matter when timing is everything. Learn about our methodology and coverage: okt.to/pZIx3G #Refinery #India #OilMarkets

Wood Mackenzie was proud to attend as the official Knowledge Partner at the Namibia International Energy Conference this week. Our experts, Ian Thom, Research Director, and Vincenza Papaleo, Principal Analyst, delivered insights on two critical topics: 🔹The Namibia story: cracking the subsurface code, proving the play, and navigating to first oil 🔹Namibia's Natural Gas Opportunity: Infrastruction, markets and strategic value It was fantastic to connect with so many industry leaders and experts throughout the event. We look forward to continuing these important conversations soon.

A 300 billion barrel supply gap is emerging. And high impact exploration is back at the centre of upstream strategy. In the latest Edge, we examine why majors and national oil companies are leaning into frontier exploration, and where value is really being created. Key insights include: - Production from existing fields could fall nearly 40% between 2025 and 2040 - Exploration created US$54 billion in value between 2021 and 2025, rising to US$120 billion at US$85 per barrel - Ultra deepwater plays are driving the highest value discoveries - A small group of companies have the capability and risk appetite to operate at scale - Early 2026 results highlight the continued risk, with several high profile wells coming up dry Exploration is no longer just about replacing volumes. It is about finding advantaged barrels in a more competitive and cost sensitive system. The full analysis is available here: okt.to/XDUVyZ Do you see frontier exploration as essential to future supply, or an increasingly risky bet?

Wood Mackenzie infrared monitoring detected a fire at the Geelong refinery in Australia between 23:08 and 00:38 local time (AEST, UK+9). The incident was reported to have occurred at gasoline‑related units within the refinery.   Understanding which units may be affected is critical in assessing potential downstream impacts. If the alkylation unit were impacted, it supplies components representing just over 10% of the refinery’s gasoline output. A loss of alkylate, a high‑quality gasoline blending component, would likely constrain the refinery’s ability to produce on‑spec premium gasoline. The refinery should be able to continue operating without the alkylation unit, subject to its ability to manage a materially higher LPG output.   For subscribers, this combination of early incident detection and unit‑level operational insight supports faster, more informed assessment of refinery disruptions during periods of tight regional supply, often ahead of official updates.   Our proprietary infrared intelligence delivers independent observation of refinery operations across the APAC region and globally, helping customers stay informed when operational change matters. Learn more about this type of coverage: okt.to/mqeCML

Ongoing success of US shale all but ended global unconventional exploration in the early 2010s. International shale explorers pivoted to the Permian for lower-risk growth. But the maturation of US shale plays is pushing E&Ps to look afresh at overseas opportunities.     Our latest Horizons delves into the potential of ‘global shale 2.0’, the portfolio shifts and matured exploration mindset that could make it a success – and ranks the top projects that could be transformative for host countries and regional supply dynamics.  Read it now: okt.to/GLkWOa

Belgium and Netherlands markets face dramatic transformation by 2030; the window to optimise revenue stacks before cannibalisation is measured in months, not years. Battery investors who understand saturation timing ahead of the market secure premium exits and redeploy capital before peers recognise the opportunity. Time your battery investments and exits with confidence - forecast exactly when ancillary revenue opportunities peak and when saturation erodes returns in Belgium and Netherlands. Navigate power market complexity with interconnected intelligence—unified fundamentals modeling, supply chain costs, grid congestion data, and policy pulse across the entire energy value chain. Our Lens platform provides the foundational market intelligence surrounding ancillary revenues - interconnecting dispatch modelling, wholesale price forecasts, grid congestion impacts, renewable penetration trajectories, and BESS supply chain costs. It ensures ancillary revenue assumptions align with broader market fundamentals and energy transition pathways and much much more. Discover today>> okt.to/cNm9hf

PJM's capacity prices jumped from $28 to $270. All 13 governors met at the White House. The decision: data centres must pay their own way. New Energy Gang with Asim Haque from @pjminterconnect and @AmyJaffeenergy breaks down what happens next: okt.to/liICQ6 🧵👇

North America’s gas market is increasingly driven by LNG export demand, weather variability, and tightening supply-demand balances. Our upcoming natural gas summer outlook webinar will discuss the primary risks facing the North American natural gas market as we move from winter into summer We will also host a live Q&A to address your most relevant questions. Click here to sign up and join the discussion on Wednesday 15th April: okt.to/zj7wUS