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Explore the themes shaping the energy transition with our monthly thought leadership.
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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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In this edition of Horizons, we explore how the Trump administration's 'Liberation Day' tariffs marked a pivotal moment in global trade, potentially reversing the effects of China's 2001 WTO entry and accelerating deglobalization trends.
The world is not decarbonising quickly enough to reach net zero.
In this March edition of Horizons, we assess the carbon intensity of LNG projects around the world and consider the implications of carbon tax scenarios across a range of importing countries.
India’s global profile is soaring. It already boasts the world’s largest population and is forecast to be the fastest-growing major economy over the coming decades. By 2050, it will be the world’s third-largest economy, up from sixth today.
The CBAM will reshuffle global trade – who will be the winners and losers?
The offshore wind industry is set to scale from around 3 GW of additions outside of China each year to 30 GW by the end of the decade.
The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.
How oil and mining companies can finance the energy transition
Ammonia shapes modern life in every way imaginable. As the basis for all nitrogen fertilisers, industrial ammonia has truly changed the world.
The world’s need for sustainable energy is set to change the geography of the oil and gas industry, increasingly entwining it with renewables. The upstream industry of the 2030s and beyond, therefore, must focus on where its synergies with new energies are strongest.
Offshore wind is poised to become one of the key technologies powering the decarbonisation of the global economy. Read more.
The crisis caused by Russia’s invasion of Ukraine is the most significant shock to world energy markets since the 1970s. Read more.
Wood Mackenzie’s base-case Energy Transition Outlook sees global temperatures 2.5-2.7 °C above pre-industrial levels by mid-century. To limit this warming to 1.5 °C, in line with the Paris Agreement, the energy transition must accelerate. The world has the means, motive and opportunity to do so.
The global energy trade is set for its greatest transformation since the 1970s. Electrification is central to this as countries plough money into renewables to push down emissions and enhance their energy security.
The commodity price upcycle provides a golden opportunity to accelerate emissions reduction. Read more....
Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.
Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity
Forecast prices and supply-demand fundamentals for the Mexico power market
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Industry-leading US power market data and analytics
Understand the factors shaping the nation's largest solar segment and steer your organisation towards the biggest opportunities.
Flexible online tool offers quick access to evaluate and compare power plant valuations, and identify future growth and investment opportunities.
Access leading market analysis on the transformation of the global electricity industry.
Wood Mackenzie and Let’s Share the Sun Foundation aspires to facilitate the use of solar energy in poor communities around the world. Together our mission is to raise funds to support energy access in Puerto Rico.
Helping investors evaluate opportunities in energy and natural resources during the Covid-19 crisis
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Get a visual representation of major constraint patterns, congestion risks, and historic impact analysis.
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