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Can the rest of the world compete with China?
We explore the impact of China's new rules on solar PV overcapacity, pricing and market dynamics
The gang share their predictions for energy in 2025.
Why should LNG emissions matter to Japanese buyers?
The implications of the EU's ban on the transshipment of Russian LNG and what could come next
Cloud computing and AI need reliable power 24/7, making LNG a prime candidate to meet near-term demand.
By 2030, nearly a billion people could still lack energy access. How can we change that? Listen to Damilola Ogunbiyi, CEO of Sustainable Energy for All, on The Interchange Recharged as she discusses innovative financing models for a just energy transition.
The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.
Telsa has overtaken Sungrow as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2023.
Diving into the reasons for lower-than-expected yield, the possible impact on LCOH and the response from Chinese electrolyser OEMs.
Global PV inverter shipments grew by 56% to 536 gigawatts alternating current (GWac) in 2023, reflecting a strong year for the broader solar industry. The top 10 global PV inverter vendors accounted for 81% of the market.
Global PV tracker shipments grew by 28% in 2023 to 92 gigawatts direct current (GWdc), reflecting a strong year for utility-scale solar in most regions across the world.
We share how the country’s upstream operators can leverage sustainability principles by seeking “advantaged resources” within their portfolio
From 2024 to 2033, developers will bring more than 5.4 terawatts (TWac) of new solar and wind capacity online, increasing the cumulative global total to 8 TWac, as the world endeavours to electrify economies and meet decarbonisation targets.
In 2023, China achieved record solar export volume growth across all subcomponents, driving manufacturing expansion in emerging markets
The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.
Nine out of the top 12 manufacturers in Wood Mackenzie’s new global solar PV module manufacturer rankings are Chinese companies.
China accounted for 65% of global wind capacity in 2023, which pushed four Chinese wind turbine original equipment manufacturers (OEM) into the top five global rankings, a first for the sector. With a record of 16.3 gigawatts (GW) capacity installed, Goldwind maintained the leading position for the second consecutive year.
The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.
In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.
Australia’s coal exporters have staged a recovery after volumes to China plummeted.
China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?
And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.
The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.
At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.
Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.
China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?
The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.
Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?
Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.
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