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Economics is both a problem and solution for climate change. Our latest COP26 briefing looks at how keeping a 1.5 °C pathway in sight will require rapid reduction in the carbon intensity of economic activity.
Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.
In China transport generates 25% of emissions, in Europe 27% and in the US a whopping 29%. Electric vehicles offer a road to redemption for the sector.
Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?
We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.
The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.
Solar power becoming more competitive, falling costs and green hydrogen policy developments could all incentivise more solar PV deployment.
Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?
Cost reductions for low-carbon hydrogen are critical to enable a swift energy transition.
The supply imbalance for critical battery materials is the greatest challenge to transport electrification. Li-ion recycling will have only a limited impact to 2030.
Opposing dynamics – from escalating supply chain constraints to the Build Back Better (BBB) Act – could drive the biggest fluctuations in near-term US solar capacity since 2016.
Low-carbon ammonia is emerging as a carrier of choice for hydrogen exports, but it’s not without its challenges.
What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.
Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.
We analyse the redrafted National Energy and Climate Plans (NECPs) of Member States and examine if their targets are enough to comply with EU ambitions
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Annual capital expenditures on solar projects will almost double to US$72 billion by 2033 – but the 'solar coaster’ ride isn’t over yet.
Recorded live on day two of Wood Mackenzie’s CCUS Conference in Houston, this episode of Interchange Recharged explores how carbon capture is advancing from state-level regulation to real-world innovation and global market trends
The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.
In the long term, flexible assets will play a critical role in mitigating the impacts of renewable power.
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
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.
The financing landscape continues to evolve through the tumult
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.
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion
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