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Explore the themes shaping the energy transition with our monthly thought leadership.
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Could Venezuelan production and refining capacity return to relevance?
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There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
How do changing patterns in the time distribution of intraday volumes affect trading behaviour and algorithmic traders’ settings?
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?
In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.
Impressive growth and market consolidation amid the top five US solar players could threaten Sunrun’s dominance in 2022.
Demand for energy storage will expand nearly nine-fold over the next decade, supported by the rise of renewables.
Floating wind’s virtually unlimited potential has from its inception made it a strong vision. Seven years ago, Wood Mackenzie wrote, the “next step is to prove that floating foundations are economically feasible” and go commercial. This is still the challenge for floating wind, and we can conclude that commercialisation is not a step; it is a leap.
The transition to heavy-duty vehicle electrification could be accelerating.
Highlights from Wood Mackenzie’s Power & Renewables Conference: Europe.
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
Watch on demand as we answer your questions about how competitors can profitably seize the opportunities in the offshore wind sector, and determine what capabilities and competencies they need to improve their chances of success.
Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
Sustained high prices accelerate the shift to renewables, but issues and obstacles vary by region.
The upstream sector has long analysed cash margins on a per barrel of oil equivalent (boe) basis. Our new cash margin metric – operating cash flow per gigajoule equivalent (GJe) – goes beyond traditional comparisons, and shows how offshore wind can come up trumps.
A preview of our Energy & Natural Resources Summit: APAC
Asia Pacific continues to set the pace for power market growth, creating a US$1.8 trillion opportunity for renewables in the next decade – but developers’ risks are increasing.
The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
Three key trends from the latest grid edge quarterly briefing.
As decarbonisation ambitions grow across the Asia Pacific region, soaring fuel and power prices have improved the competitiveness of corporate renewable power purchase agreements (PPAs).
Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.
The energy storage market is being pulled in two directions by supply chain headwinds and policy tailwinds.
Trade policy and supply chain challenges cast a cloud on US solar in 2022. The Inflation Reduction Act triggered a brighter end to the year – how will 2023 play out?
After years of underinvestment in US grid infrastructure, public funding and regulatory support will drive grid modernization in 2023.
In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?
Wind and solar will attract the lion’s share of energy investment in Europe and continue to benefit from growing scale.
A return to growth is expected in 2023, but major uncertainties linger.
CAISO and SPP have led the development of western US regional power markets – how are they taking shape?
The IRA has transformed the US from laggard to leader in energy transition policy – but greater clarity in some areas will be essential to prospective investors.
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