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Electrification and low-carbon hydrogen are critical for taking the world towards a net-zero future. But cost pressures and the resilience of fossil fuels will take time to subside. How and what can be done to accelerate the transition?
With hydrogen remaining in the spotlight as a key pillar in the energy transition, we look at how subsidies and price are critical to new hydrogen projects.
Our new US Wind Watch report, in partnership with the American Clean Power Association, uncovers insights on the surge in offshore wind projects, the revival of onshore markets, and the booming repowering sector, all fueled by strategic policy shifts and significant investments
We've increased our outlook for this year by 20% due to strong growth through the first half of the year and continued market strength
The region is poised to unlock 270 GW of solar capacity over the next decade
We analyse and rate national oil companies for resilience and sustainability
Libya aims to almost double its crude production levels over the next 3‒5 years, investing around US$ 4 billion a year. However, the country faces a myriad of obstacles, which will stymie its plans.
Geopolitics is back at the canter of commodity markets. As US-China trade tensions intensify, every link in the energy chain - from feedstocks to finished goods - is being reshaped. Are you prepared for what's next?
What will decide whether the sector can achieve net zero emissions while delivering the raw materials vital to the energy transition?
Amid a challenging year for the offshore wind sector, recent setbacks have increased costs but are now also starting to spur vital policy changes. The industry is now in a position to reverse setbacks and advance toward ambitious goals, encouraging greater investments in renewables and job growth over the next decade
While financial incentives are driving the switch to electric vehicles (EV) and precipitating a boom in EV sales, the result is a drastic demand for batteries and raw materials (BRMs). But how do countries protect their road transport industries long term? And who’s going to be at the forefront of this?
The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector
The largest solar portfolios in the world grew by a staggering 44% in 2022
The electrolytic hydrogen sector is rapidly expanding, with over 85 Mtpa of projects announced and cumulative factory announcements exceeding 218 gigawatts of electrolyser capacity by the end of Q3 2023
Why complex sites that integrate petrochemicals and more will have the edge long-term
Demand loss is increasing price cannibalisation and curtailment risk, but asset owners are adapting
To accelerate Europe’s energy transition, investors need to leverage opportunities to diversify the region’s energy mix.
Starting in 2024, China will dominate the solar module supply chain with over 80% global capacity, driven by significantly lower costs of modules compared to Europe and the US
Installers grow weary of investing further in marketing strategies amidst a residential market slowdown
How should this news affect your winter trading decisions and congestion expectations?
COP28 could see momentum gather behind methane abatement action.
Transformers are a key component in large-scale renewables projects. However, high lead times and rising manufacturing costs are at risk of causing expensive project delays and preventing power plants from being brought online
In 2023, the publication of Normative Resolution 1,065 (also known as the “Day of Forgiveness”) allowed power plant developers to withdraw from existing contracts without penalties, primarily impacting renewable assets
Decisions made in Dubai could pave the way to a truly global carbon offset market.
Argentina’s new president is committed to privatisation and deregulation, but first inflation must be tamed.
Supply chain constraints have alleviated, sparking the largest year of solar installations in the US by far.
Our latest quarterly global solar PV forecast has seen a 5% upgrade, projecting over 3 TWdc of new solar PV installations between 2023 and 2032
As solar-plus-storage gathers momentum, a new leaderboard tracks the competitive landscape.
We analyse 16 of the largest international operators to assess their resilience and sustainability
At this year’s COP28, Edinburgh Science and Wood Mackenzie’s discussion ‘Delivering on the promise of climate finance at last’ tackled the importance of climate finance, the role of international collaboration in addressing climate change, and the need to mobilise investments in emerging markets to drive sustainable solutions
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