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Explore the themes shaping the energy transition with our monthly thought leadership.
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Exploring the drivers behind the electric T&D equipment shortage - and the path to restoring balance
Persistent tariffs, equipment shortages and shifting trade policies are straining the US power sector’s ability to deliver new capacity
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
Key takeaways for power traders
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Analysing levelised cost of electricity (LCOE) developments in 2025 and beyond
Can the power sector cope in the face of an unprecedented rise in global demand?
Our experts break down the biggest learnings from Wood Mackenzie's recent Hydrogen Conference, which took place 12-13th November in London this year
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
The path to affordable wind energy runs through sustainable supply chain margins, not around them
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Our global and regional experts share their view of the key themes shaping the power and renewables landscape in the year ahead.
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Can the wind industry maintain its momentum?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
Will data centre-driven power demand keep nuclear in the spotlight in 2026? Read our analysis of how regulatory and permitting reform and new project FIDs could put momentum behind a nuclear renaissance.
After a challenging year for global solar markets, is the year ahead looking brighter?
Exploring supply chain themes across all major clean technologies, including solar, wind, battery, green hydrogen, nuclear and grid infrastructure.
Regional dynamics demonstrate energy storage markets reaching maturity. Explore this evolution and our analysis of the key global themes to watch in the year ahead.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
As 2018 draws to a close, Wood Mackenzie's experts discusses five key themes to look out for in Australasia's oil and gas industry in 2019.
In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.
The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).
In December, 2022, the EU reached a provisional agreement on a first-of-its-kind Carbon Border Adjustment Mechanism (CBAM).
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