Wood Mackenzie
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Oil prices are high, but spending has not caught up—yet. Meanwhile, exploration strategies are changing around the world toward a lower-risk model, and the frenzied pace of US M&A has very much cooled off. -
The firm’s latest analysis puts the bulk of the blame on a fragmented supply chain.
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Analysis from Wood Mackenzie warns that a prolonged closure of the critical waterway would have lasting effects on the global economy and Middle East supply capacity.
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Analysts weigh near‑term risks for Middle East oil and gas producers after a tentative 2‑week ceasefire between the US‑Israeli coalition and Iran.
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While physical damage to energy infrastructure has so far been limited, analysts caution that a prolonged conflict could drive prices higher even as OPEC+ proceeds with planned incremental supply increases.
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Only about one-third of Africa’s discovered hydrocarbon resources have reached commercialization.
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Analysts say UK output growth could offset emissions associated with the production of imported LNG while supporting energy security.
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Wood Mackenzie’s study identifies shale innovation, exploration, and fiscal terms as crucial for the US to maintain top oil and gas production status beyond 2030.
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Wood Mackenzie reports that prices would need to rise, capital discipline would need to evolve, and spending would need to increase by 30% for the upstream sector to meet demand in a delayed energy transition scenario.
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Rystad Energy and Wood Mackenzie highlight key factors shaping the balancing act in the upstream oil market.
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