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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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The Brazilian power market is expected to install 115 gigawatts (GW) of new capacity by 2034, primarily driven by the rise of free market demand. Wind and solar energy will spearhead growth, with 61 GW of utility and distributed solar and 24 GW of onshore wind projects due to be added in the next 10 years.
7.3 gigawatts direct current (GWdc) of total new community solar installations are expected to come online in existing state markets by 2029 in the US, according to the latest report released by Wood Mackenzie in collaboration with the Coalition for Community Solar Access (CCSA). Cumulative national community solar installations will break 14 GWdc by 2029.
Telsa has overtaken Sungrow as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2023.
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
What’s changed since our last outlook?
The Carbon Capture, Utilization and Storage (CCUS) Conference is on October 7-8 2026 in Houston, TX where you will have the opportunity to hear insight on the global CCUS landscape and why the US stands out. Find out how evolving carbon markets and technology will drive CCUS beyond 2030.
Mapping a path to achieving announced emissions reduction pledges.
Our view of the most likely energy transition pathway.
How will global power markets evolve over the next decade and beyond?
The future of electricity is at a crossroads, with demand soaring because of AI, EVs and more. Google, Microsoft and Nucor have an innovative plan to boost clean energy tech and aid this rising demand. Tune in to our latest episode of The Energy Gang as host Ed Crooks, alongside experts Dr Melissa Lott and Michael Webber, explore the urgency of this issue and the role emerging technologies must play.
Join us at the Ritz-Carlton, Santiago for a deep dive into the forces reshaping the copper market — from supply risks and concentrates dynamics to the structural shifts in demand driven by electrification, AI, and the reconfiguration of global supply chains.
The financing landscape continues to evolve through the tumult
US solar will face supply chain constraints in 2022. Installations will continue to be challenged by limited equipment, higher pricing and trade and policy.
Can Octopus crack the US VPP problem?
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
Innovation, product diversity and partnerships are driving resilience for publicly-traded distributed solar companies.
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
The small nuclear reactor (SMR) project pipeline reached 22 GW in the first quarter of 2024, an expansion of 65% since 2021, according to a recent report by Wood Mackenzie. The current total project pipeline would require an investment of close to US$176 billion.
Following a disappointing year, electric vehicles (EVs) could be front and centre of global geopolitics in 2024. How will that change the road ahead?
What's new in store? Get the highlights from some of our most popular insights across the entire natural resources value chain. This week, the long-term outlook for Europe power markets, the Chevron acquisition of Anadarko and more.
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.
Considerable uncertainty remains in 2026
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
As market share for renewables gains momentum, key players are entering the scene across Latin America. With Mexico's Energy Reform enabling solar and wind capacity to grow, Brazil making a comeback in wind power and Argentina emerging as the fastest-growing regional market for renewable energy, it's clear that these countries will continue to dominate the spotlight.
In this video series, we examine a future in which carbon regulation is tighter, EV use skyrockets and renewable energy costs drop considerably.
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.
How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.
The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.
All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.
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.
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