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Upstream will play a crucial role in developing clean energy. Policy needs to support this, as well as foster a favourable environment for decarbonisation technologies.
Domestic manufacturing announcements have exploded, but developing solar projects are on pause pending clarity on various IRA provisions.
How Wood Mackenzie is helping investors, utilities and OEMs to unlock success in low-carbon hydrogen; our key to a more sustainable future
Last week in London, we hosted the Wood Mackenzie Hydrogen Conference 2023, which shone a light on the most pressing challenges and opportunities in the hydrogen space. From reconciling supply and demand to growing electrolyser efficiency, we recap some of our biggest learnings from the event
The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.
Change is afoot in the global solar photovoltaic (PV) operations and maintenance (O&M) market, as illustrated by the recent announcement of RES Group’s (Renewable Energy System) intention to acquire Ingeteam. We expect more M&A activity across the renewable technologies service industry.
From Paris Agreement goals to the global stocktake, here’s what you need to know about COP28.
Nordic power markets have long been defined by their ample hydro resources, but the make-up of supply will evolve as new wind capacity serves a major expansion of demand.
The scorecard, based on Wood Mackenzie microgrid project and market data, shows that all but four states fall short of a ‘B’ grade. Until policy reform delineates microgrids from traditional utilities, developers will remain hamstrung by unclear rules and arbitrary restrictions.
The US Customs Borders and Protection (CBP)’s release of Astronergy’s modules containing non-Xinjiang Chinese polysilicon will drastically change supply/demand dynamics in the near-term
We break down the key themes emerging for investors next year; from increased activity in the PV value chain post-IRA to new geothermal opportunities and hotspots.
2024 will be a transformative year for onshore wind energy, bringing promises of market recovery, accelerated growth and a renewed focus on profitability for OEMs.
Capacity continues to grow, with giga-scale proposals dominating, but many projects remain speculative, with delays and cancellations likely
Policy support is key to unlocking the potential for bioenergy by de-risking aspects of the value chain.
Solar has a strong growth outlook, but many uncertainties lie ahead
The world will have 5.7 TWdc of solar by 2033, largely driven by China
The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation
Wood Mackenzie continues to support improved energy access and energy security in Puerto Rico through our partnership with Let’s Share the Sun.
Understanding the implications of the intermittency of renewable energy is essential for energy market participants
A deep-dive into the supply-demand, cost, supply chain, tech and policy trends for battery storage
How can traders and other stakeholders address the risk to power networks from extreme weather events?
Electrical equipment remains a significant bottleneck to utility supply chains
Amidst increasing global solar capacity, new industry players, transitions in cell technology, and the rising cost of polysilicon are behind supply chain challenges in APAC
The UK has a renewed focus on accelerating its energy transition and bold plans to create a clean energy superpower. But net zero by 2050 is not yet on course.
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.
As the US solar supply chain industry faces multiple challenges, the jury is still out
Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.
Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market
Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term
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