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News and insights
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
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In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
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An introduction to batteries, from technical specifications to battery raw materials.
Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth
Can capitalism save the planet? Join Ed Crooks, Melissa Lott and Joseph Majkut as they debate the role of private investment in tackling climate change. Discover contrasting perspectives in "The Price Is Wrong" and "Climate Capitalism."
Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?
A record-setting 11 gigawatts of new solar module manufacturing capacity came online in the United States during Q1 2024, the largest quarter of solar manufacturing growth in American history.
Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.
The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.
An overview of market balances, the price outlook and risks for European gas and LNG through 2026
The 2024 Solar and Energy Storage Summit kicked off in San Francisco this week. We are joined by a roster of expert analysts and industry leaders to explore the key topics, technology, policy and financing of the solar and storage industries.
The U.S. energy storage market set a first-quarter record for capacity installed in Q1 2024, with 1,265 megawatts (MW) deployed across all segments. This marks the highest storage capacity ever installed in a first quarter in the U.S., representing an 84% increase from Q1 2023.
We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains
Our new partnered report with S&C Electric Company explores how investment in innovative technologies can help the US modernize its electric grid infrastructure for long-term resilience.
Chinese renewable product exports grew 35% from 2019 to 2023, driven by competitive prices and production capacity domination.
Three takeaways from the Utility Supply Management Alliance Conference
Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.
Wood Mackenzie, a portfolio company of Veritas Capital, has appointed Matthijs (Thijs) van Koppen to its global executive leadership team as EVP, Head of Consulting.
A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy
Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining
Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.
China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.
Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.
Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies
With ethylene producers facing multiple headwinds, we benchmark facilities to see which plants are under threat
Discover the benefits of biomethane/RNG as a low-carbon energy source. How it can be a sustainable solution for decarbonization & a direct substitute for fossil natural gas.
The Infrastructure Investment and Jobs Act (IIJA) of 2021 and the Inflation Reduction Act (IRA) of 2022 catapulted the US to global leadership in decarbonisation. But a victory for former President Donald Trump in the November 2024 election, combined with long-standing issues around the US relationship with China and US government deficits, could significantly alter the path of US energy policy and usher in a delayed transition scenario, according to a new Horizons report from Wood Mackenzie.
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
What are the big themes and challenges to look for as the iron and steel value chain decarbonises?
Heather Buchanan joins us to discuss the collaboration needed between banks and policymakers to drive forward the energy transition. Listen now for insights into the Bankers For Net Zero initiatives and milestones, exploring the financial implications of decarbonising banking products by 2050.
A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.
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