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The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?
Wood Mackenzie analysts on what we should expect in energy in the coming year, for sectors from oil markets to solar costs and coal exports to EVs
The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?
In news articles, press releases, and industry presentations, 'Energy as a Service' is highlighted as a new business model driving microgrid deployment in the United States. Examples include leading developers and suppliers including Schneider Electric, Enchanted Rock, Siemens and others.
A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!
For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.
When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.
In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.
American microgrid developers are taking two distinct approaches
As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.
Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.
The OPEC+ group's flexible approach to managing the market is good for prices in the short term, but creates uncertainty beyond 2020. Get the latest analysis of today's OPEC announcement from Ed Crooks with Ann-Louise Hittle, head of macro oils.
U.S. residential solar market sets new record in Q3 2019. Download the free executive summary from Wood Mackenzie and SEIA.
In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.
What investors need to know about Europe's hottest solar PV market: Spain.
Global floating solar demand is expected to grow by an average of 22 percent year-over-year from 2019 through 2024.
The energy transition is well underway. But huge challenges still stand in the way of decarbonisation. What could influence the pace and scale of the transition? David Brown investigates.
Wood Mackenzie estimates that by 2020, 9.4 million EVs be on the road, with 7 million residential charging points. Can the EV revolution take range anxiety?
Price pressure is fairly constant in the inverter market, but 2018 saw a particular squeeze on vendors
We explore why copper is inseparable from the electric vehicle story and why we need more infrastructure investment as a catalyst for greater EV adoption.
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
The US Senate is allocating nearly $300 billion to America's Transportation Infrastructure Act (ATIA). Alternative fueling stations will benefit EV drivers.
Ranking of U.S. residential solar installers through Q1 2019
What role do cities play in driving the energy transition? Find out in this complimentary report from Alan Gelder, VP of Refining, Chemicals & Oil Markets.
U.S. solar soars to new heights. Wood Mackenzie Power & Renewables forecast solar installations to double by 2023.
European solar installations hit a five-year high in 2018, and the annual market should crack 20 gigawatts by 2021.
A new variation on DC-coupled system architecture is making DC-coupling attractive for FTM applications for the first time
How would the Western Interconnection region cope in both normal daily operations as well as various stress scenarios, and what would it take to push it over the edge? Wood Mackenzie was brought in to identify the risks and recommend options to mitigate these threats.
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