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Oil and gas markets reports
Richer barrels ahead: higher yields reshaping Canadian NGL supply
In this insight, we examine how Western Canada’s gas growth is becoming increasingly liquids-rich, with basin-level gains driven by a small number ...
Brazil’s gas free market hits the long tail: What changed and what’s next
Half of Brazil's industrial gas has migrated to the Free Market and the easy wins are over With 100+ industrial players in the free market and 15+ ...
From import dependence to shale ambition: Can Mexico rebalance its gas market?
On 8 April, President Claudia Sheinbaum announced Mexico's strategic entry into unconventional resource development. With imports accounting for 81...
OPEC+ production cuts tracker
In this spreadsheet we document the OPEC group changes historically, as far back as 2006. The focus is on the more recent agreements with the wider...
North America gas supply basin takeaway monitor
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply foreca...
The Middle East Conflict: at what price does the oil market rebalance?
A prolonged closure of the Strait of Hormuz (SoH) would remove ~10 million b/d of crude and condensate supply from global markets. Unlike 2020's de...
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