Valentina Flores Burillo’s Post

Wood Mackenzie is proud to be the official Knowledge Partner of Gastech 2024. We are excited to be back to bring our distinct viewpoint with our team of industry experts. We will also sharing our latest thought leadership with strategic conference presentations, invite-only leadership roundtables and engaging panel discussions moderated by our own Ed Crooks and Simon Flowers. You can find us at our stand – hall 2, booth B213 – where you can meet our experts, ask your questions about the industry and demo our data & analytics platform, Lens Gas & LNG. Find out more about presence at #Gastech here - https://okt.to/c839yb

Hurricane Francine made landfall at Louisiana yesterday, bringing heavy rainfall, and raising the risk of flash and flooding in Louisiana, Mississippi and far southern Alabama. Today, Gulf of Mexico gas production estimate came in at ~99.4 bcfd. Shut-ins at GOM today is estimated to be ~1.09 bcfd. GOM production yesterday was revised down by ~180 mmcfd. Francine is back to storm level. Storm Surge warning remains effective for coastal portions of LA, MS and AL. According to BSEE, personnel have been evacuated yesterday from 2 non-dynamically positioned rigs, out of the 5 rigs of this type currently operating in GOM. Shell remained production shut-ins at Perdido, Auger, and Enchilada/Salsa assets. Trunkline has brought back capacities as the storm continues to move further East from Texas. Nautilus declared Force Majeure on all its receipts, said there will be zero receipts from Gas Day, 12 September. However, there has been an upward trend in receipts on Nautilus from 12 September 2024. MS Canyon issued a notice early Thursday that Tagra-operated Venice Gas Plant is currently unable to receive gas from MS Canyon. This point was receiving ~250,000 MMBtu/d in the last 30 days, and we might see a drop of a similar magnitude in the receipts to Venice plant in the upcoming cycles. Stay updated with the impact of the storm and other events with our Natural Gas Production Forecast providing detailed production forecasts for over 50 regions in North America. https://okt.to/5TrnNA #naturalgas #LNG #gulfofmexico

In theory, using captured carbon dioxide (#CO2) instead of merely storing it should improve the economics of capture projects, encouraging greater uptake. However, less than 5% of globally announced #carbon capture capacity involves utilisation. Read on to discover the obstacles preventing this potentially valuable resource from being reused: https://okt.to/gwlWtN

Do you keep a close eye on the US #power market? Have confidence in your North American #powertrading strategies by utilising expert analysis and accurate, timely power market insights to give you a crucial advantage over the competition. Our North America Power Solutions brings together the most important fundamental and proprietary data points within the US power market. Combining advanced modelling technology with fundamental-based analytics to create daily reports so you can make more informed buying & selling decisions to effectively manage risk, minimize cost, and enhance profitability. Discover how we can help you, here: https://okt.to/Y4MXQz

Join us at Gastech 2024 where Wood Mackenzie’s Chairman, Chief Analyst, and author of the Edge, Simon Flowers, will lead the panel discussion on Future Directions for the Globally Traded LNG Market. This session will bring together industry leaders to explore the next era of #LNG trading. You can also find Simon and the Wood Mackenzie team leading on the leadership roundtables throughout the week. Learn more about our presence at Gastech here: https://okt.to/QhqaEO

Altamira Terminal is one of its kind, with a strategic positioning off the coast of Tamaulipas, Mexico, and the introduction of NFE's first Fast LNG unit, which promises rapid and efficient liquefaction capabilities. NFE's first Fast LNG unit at Altamira expects to deliver its first cargo by the end of July. This development marks a critical milestone in NFE's operations, showcasing substantial progress since the unit reached mechanical completion earlier this year. Additionally, the arrival of the Energos Princess tanker, which appears to be en route to Altamira, underscores the facility's readiness to enter the global LNG market, potentially enhancing Mexico's energy export capabilities. Using our VesselTracker tool, we were able to track the empty LNG tanker Energos Princess heading toward NFE’s Altamira LNG. Although the AIS destination for the vessel is posted as “For Orders”, the current heading is more westward than what would be taken to sail to the nearest LNG facility, Corpus Christi LNG. The path and heading are visible in our image showing the vessels current path as well as its previous path to Corpus Christi in late June. Find out more how VesselTracker can help you monitor shipping vessels globally: https://okt.to/QawOJk #LNG #naturalgas

We make navigating the #energytransition look easy. With Lens Upstream you can screen and benchmark opportunities, get insight on asset and company valuations and perform sensitivity analysis. You can also test ‘what if’ scenarios and scan the market for potential buyers and sellers, future-proofing your portfolio. There's so much more you can do with our platform. Want to know more? View all the features of Lens Upstream here: https://okt.to/aB9VWD #OilandGas #Upstream

Carbon capture, utilisation and storage will be critical to delivering #netzero. So, what’s the outlook for #CCUS over the next decade? And what regulation and policy support is being put in place to make it happen? Hetal Gandhi shares some highlights from our latest 10-year market forecast: https://okt.to/mJE9cZ

Drivers for NOC investment have never been stronger – but will it happen? Join our webinar on 31 July as we delve into NOCs around the globe and why they should return to international business development. Our experts will also discuss hot topics in exploration and M&A activity, giving you pivotal insight and analysis to stay informed. Register now to secure your place at our webinar: https://okt.to/Xs9hJY

Discover how Lens can help you quickly understand the #upstream landscape in Australia in this short video. Find out more here: https://okt.to/1ge9z5 Want the latest insights around the Australian #oilandgas outlook? sign up to attend our webinar tomorrow, deep diving into this topic: https://okt.to/wfRumo