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Oil and gas markets reports
How will the US gas market respond if power demand underperforms?
Given the recent meteoric rise in AI investments and the critical role of gas in powering the data center boom, we decided to stress-test the gas m...
Brazil’s pre-salt gas gathering economics: attracting or deterring investment?
Brazil is moving to structure third-party access to gas gathering and processing infrastructure, but could the new rules weaken investment incentiv...
Global oil cost curves and pre-FID breakevens H1 2026
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
Ongoing infrastructure expansions bolster USGC crude export capabilities
Permian production growth has moderated from historic highs but continues to support high pipeline utilization to the US Gulf Coast (USGC) and a lo...
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...
How Petrobras' price floor and ceiling mechanism will affect the LDC market
Following the outbreak of the conflict in the Middle East, GSA's prices with local gas distributors increased by nearly 25% from February to May. A...
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