Wood Mackenzie

With #InternationalWomensDay coming up this weekend, we’re spotlighting the expertise of our female analysts in a special edition of our LinkedIn newsletter! ???? From nuclear energy and geothermal breakthroughs, to aluminium supply and the future of CCUS, our experts share their insights on some of the most important topics shaping the energy and natural resources industries, including: ?? The US needs nuclear energy now, more than ever ?? Heating up: 2024 showcased the promise of geothermal energy ?? Future aluminium supply: where is it coming from? ?? Energy transition outlooks: UK and EU spotlights ?? 2025 predictions: CCUS, solar, and oils & chemicals sustainability Join us in celebrating and amplifying women’s voices in our industry. Read the full edition below or subscribe for weekly updates!

In a recent video Sean Harrison and Mark Bononi dive into #VentureGlobal’s growth trajectory and its impact on the #LNG market. Using our Lens Gas & LNG platform they share insights into project economics, breakeven costs, and potential returns. Watch now: https://okt.to/JfZa04

Don't miss JERA Nex, RES, Pivot Energy, and Recurrent Energy at Solar & Energy Storage Summit this April! Gain valuable insights on maximizing solar energy from the ground up, covering topics like site selection, solar site design, automated construction technologies, and much more. Register before 3/24 and save $300 on registration. #WMSESS https://okt.to/tqlA7I

Last week, we had the pleasure of hosting over 200 clients and contacts during #IEWeek. Our experts in crude, refined products, and LNG delivered insightful briefings on the opportunities and challenges facing global oil and gas markets in 2025. Dive into our key takeaways from our sessions and download the slide decks presented here: https://okt.to/peS6cH #Trading #Analytics #Oil #Gas

'Drill (geothermal), baby, drill!' #Geothermal energy is becoming a promising resource - offering a clean, reliable source of 24/7 baseload power. The industry received significant financial support last year, with governments around the world having allocated over $2 billion to geothermal initiatives. Read our latest insight, 'Heating up: 2024 showcased the promise of geothermal energy', here: https://okt.to/2t9gFb

Finance and investment of the #gas and #LNG sector will be a big talking point on the agenda. Luisa Fuentes, Managing Director, Head of Energy Transition, CIBC Capital Markets is part of the discussion which covers: ?? Managing in-project inflation – factoring in costs / risks to keep projects competitive ?? EPC contracts and flexibility to allow for inflationary costs Delays in getting to FID ?? Finance institutions pulling out of fossil fuel investment – what are the implications on the industry and project finance ?? Is there a balance to be found between profitability and ESG criteria View the latest agenda and register: https://okt.to/ylJfPz

As a lead up to African Energy Week 2025, Wood Mackenzie is looking forward to partnering with The African Energy Chamber and the Ministry of Mines and Energy Namibia (MME), for an update on exploration opportunities, subsurface and wider trends in Namibia, Africa’s hottest exploration play. ? Join the webinar to hear more about Africa’s hottest exploration play, including:? - The story of Namibia's deepwater oil discoveries and why they are so exciting - Where the basin sweet spot is located - Our outlook for exploration in the coming months and years - The main players in the basin and scope for value creation - Risks and challenges as operators look to develop the resources Sign up below!

Stay informed with our latest analysis on the Asia Pacific gas & LNG market. Our latest outlook outlines key trends shaping the market in 2025 including: ? How President Trump's policy on LNG will affect regional players ?The upsides and downsides of China's policy packages ?Contracting activities Discover our 2025 outlook here: https://okt.to/dyxqoa

?? Yesterday (March 4), US natural #gas imports from Canada totalled 4.5 Bcf. This volume is the lowest so far registered this year, marking a notable distance from the 2025-high of 10.4 Bcf reached on January 21st. The timing of this decline is particularly interesting given the current intergovernmental issues around North American trade—in short, it coincides with the start of 10% US tariffs on Canadian energy resources and minerals and the Canadian government’s retaliatory moves. But when zooming into the fundamental drivers, it may be too soon to consider trade-related shifts as the main factors. The chart below illustrates how Canadian imports have closely tracked US demand trends, reinforcing the view that the recent drop is aligned with lower consumption in the Lower 48 rather than indicating any structural supply disruption. This analysis is possible thanks to insight from our Natural Gas Supply and Demand product suite. Find out more here: https://okt.to/5rHaKZ

In today’s volatile trade environment, supply chain leaders are no longer just managing cost and logistics—they’re shaping corporate resilience. With the latest tariff hikes hitting steel, aluminium, and imports from key trading partners, organisations face immediate cost escalations and supply disruptions that demand swift action. How are you positioning your supply chain to lead? What strategic priorities have you listed in your tomorrow’s checklist to succeed? Our Supply Chain Consulting team have compiled a checklist to learn the moves our experts recommend making today. Read more here: https://okt.to/HN4cTC #SupplyChain #Utilities