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North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
Net zero ambitions call for an eightfold increase in the CCUS project pipeline by 2050.
This week's Russia/Ukraine briefing focuses on European power markets.
Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
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.
The European market value of energy-efficient residential heat pumps is set to more than double to exceed €30 billion by 2030. However, policy change is crucial if this solution to carbon-intensive heating is to reach its full potential.
What a Republican mid-term victory could mean for US energy and climate policy.
The innovation that unlocks a lower-carbon future, from EVs to solar cells and the future of nuclear.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
China continues to set the pace for energy storage market growth – while the US feels the lingering impact of the solar anticircumvention investigation.
The upstream wind supply chain feels the tightest squeeze from rising costs and aggressive power pricing tenders.
Swelling component sizes, soaring demand and the required re-investment make change in the offshore wind tower market not only merely required, but inevitable.
Two ways the flagship legislation will accelerate decarbonisation in the US.
One value stack layer does not exist yet and will require greater ambition from customers and aggregators.
Intraday and Day Ahead market dynamics underline the value of real-time data.
After exploring the current crisis and taking a deeper look into Asia’s energy transition, Gavin Thompson gives his take on the five key themes that are shaping the future of energy and natural resources across Asia Pacific.
The US state's enhanced climate solutions bill targets zero carbon by 2045 – transmission issues and reliability concerns must be overcome.
Can the hosts make good on their accelerated energy transition goal?
Europe is in the grip of an energy crisis. Piped gas imports from Russia are 80% down on last year, sending prices through the roof. Unfortunately, quick fixes are in short supply.
COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.
Decarbonisation must climb faster up the city-state’s political and social agenda
Asia’s wealthiest countries will benefit from supporting “loss and damage”
Wood Mackenzie's APAC team looks at predictions for 2023
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
The ongoing impact of the energy crisis in Europe. The Inflation Reduction Act’s boon to renewables in the US. Interesting times for global power and renewables players.
Profit margins tightened in the onshore wind markets in 2022, will this trend continue in 2023? What other forces will shape the year ahead?
On this special episode of the Horizons podcast our host Dr Liz Dennett is joined by Carolyn Comer, President at Shell Energy Americas and Simon Flowers, Chief Analyst at Wood Mackenzie.
The winds of opportunity are blowing for Chinese onshore and offshore companies.
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