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Energy storage market dynamics are shaping the evolution of battery formats, components and production.
The Inflation Reduction Act delivers a significant demand boost for US solar – but proposed domestic content guidelines pose a challenge for renewable developers.
Decision makers need to consider an increasingly complex range of factors when choosing equipment suppliers.
While the roadmap for power and renewables investing may not be straightforward, it’s worth understanding all the factors at play. Deciding where to play in the risk-reward spectrum is increasingly challenging, but the returns are set to be more rewarding than ever.
What made Germany’s 7 GW offshore wind tender so attractive – and what does it mean for other governments?
But some elements of the crisis will leave a lasting effect.
Government funding and innovative business models are driving the electrification of the US drayage sector.
Solar-plus-storage is growing, but only 12% of distributed solar installations were paired with batteries in 2022.
Global economic volatility highlights the importance of managing supply chain risk. We identify three priorities for success.
Why investing in hydrogen remains a US$2 trillion investable opportunity to 2050
How Lens Hydrogen is helping manufacturers, OEMs, chemicals, heavy industry and governments to capitalise on the US$2 trillion hydrogen opportunity
Upstream will play a crucial role in developing clean energy. Policy needs to support this, as well as foster a favourable environment for decarbonisation technologies.
Domestic manufacturing announcements have exploded, but developing solar projects are on pause pending clarity on various IRA provisions.
How Wood Mackenzie is helping investors, utilities and OEMs to unlock success in low-carbon hydrogen; our key to a more sustainable future
Last week in London, we hosted the Wood Mackenzie Hydrogen Conference 2023, which shone a light on the most pressing challenges and opportunities in the hydrogen space. From reconciling supply and demand to growing electrolyser efficiency, we recap some of our biggest learnings from the event
The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.
Change is afoot in the global solar photovoltaic (PV) operations and maintenance (O&M) market, as illustrated by the recent announcement of RES Group’s (Renewable Energy System) intention to acquire Ingeteam. We expect more M&A activity across the renewable technologies service industry.
From Paris Agreement goals to the global stocktake, here’s what you need to know about COP28.
Nordic power markets have long been defined by their ample hydro resources, but the make-up of supply will evolve as new wind capacity serves a major expansion of demand.
The scorecard, based on Wood Mackenzie microgrid project and market data, shows that all but four states fall short of a ‘B’ grade. Until policy reform delineates microgrids from traditional utilities, developers will remain hamstrung by unclear rules and arbitrary restrictions.
The US Customs Borders and Protection (CBP)’s release of Astronergy’s modules containing non-Xinjiang Chinese polysilicon will drastically change supply/demand dynamics in the near-term
We break down the key themes emerging for investors next year; from increased activity in the PV value chain post-IRA to new geothermal opportunities and hotspots.
2024 will be a transformative year for onshore wind energy, bringing promises of market recovery, accelerated growth and a renewed focus on profitability for OEMs.
Capacity continues to grow, with giga-scale proposals dominating, but many projects remain speculative, with delays and cancellations likely
Policy support is key to unlocking the potential for bioenergy by de-risking aspects of the value chain.
Solar has a strong growth outlook, but many uncertainties lie ahead
The world will have 5.7 TWdc of solar by 2033, largely driven by China
The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation
Wood Mackenzie continues to support improved energy access and energy security in Puerto Rico through our partnership with Let’s Share the Sun.
Understanding the implications of the intermittency of renewable energy is essential for energy market participants
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