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Gas is to be the bridging fuel of the transition, its lower carbon intensity supporting its position in the energy mix longer than coal and oil. Yet nothing can be taken for granted as decarbonisation policy tilts the playing field away from fossil fuels.
It's no surprise that a downturn sparks oil and gas sector consolidation. What's interesting about Chevron's bid for Noble Energy is how Big Oil's strategy has changed. In the Edge this week, Simon Flowers takes a closer look.
Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?
The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.
A look at ERCOT's summer trends and changing pricing dynamics.
Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
Today there are only 15 commercial wind leases in the , and a number of them are held by the same group of companies
US residential solar finance is taking a hit in 2020 due to Covid-19 impacts.
The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.
Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.
Utility-scale solar PV is likely to remain the most economically competitive electricity source in the US
A report with highlights from Wood Mackenzie's energy transition practice including green hydrogen, carbon capture, offshore wind and building electrification.
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
A case study of the packaging sector shows the challenges facing packaging companies in building truly sustainable supply chains.
Offshore wind in the US has lagged behind Europe, where in some countries projects are now economically viable without special subsidies. The US industry faces a different set of challenges, but state policies and the federal Investment Tax Credit have created the conditions for what could be a boom over the next few years.
An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?
The regasification sector is in a strong position despite the short-term hit from Covid-19. Investment in further capacity is increasing, driven by the likelihood of robust long-term LNG demand growth.
The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.
Europe is the leading global producer of the net-zero carbon renewable gas, but continued growth depends on policy support
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Proposed non-wires alternatives are still often deemed either more expensive or less reliable than the conventional reinforcement option
In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?
The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?
Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.
The Asia Pacific power generation market will attract US$1.5 trillion of investment in the next 10 years. So what are the opportunities in the world’s fastest-growing power market?
Leverage our quantifiable predictions about congestion events across the US power grid to develop and strengthen congestion trading and hedging strategies.
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