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The growth of nuclear power is creating a multi-trillion-dollar investment opportunity, but fuel supply constraints and geopolitical risks will determine how quickly the market can scale
How Nigeria, Angola, Namibia and Mozambique are driving Africa's next phase of upstream growth.
US wind developers are accelerating construction to secure expiring federal tax credits, but permitting delays and a weakening project pipeline threaten growth beyond 2030
Addressing the US electricity planning challenge: how to navigate demand risk, ensure project viability and justify capacity decisions amid geopolitical disruption and shifting policies
From the Strait of Hormuz to the AI boom, the forces reshaping global growth in 2026 are creating both acute risks and compelling opportunities for investors
AI-driven data centre growth is quickly becoming one of the most important forces shaping commodity markets globally.
Analysis of two very different basins points to where the next round of oil and gas capex in the South Atlantic should go.
How are Asian oil, refining and chemical markets adapting to a new era of elevated global tension and conflict?
Will rising demand, new exploration activity and a refresh of government policy bring renewed confidence in Asia-Pacific's upstream industry in 2019? Wood Mackenzie's research director Andrew Harwood shares his thoughts.
The outlook for Japan's offshore wind sector is looking positive as the country’s capacity is projected to reach upwards of 4 gigawatts (GW) in 2028, a 62-fold increase from last year, new research from Wood Mackenzie indicates.
The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has been hit in early February due to seasonality of purchasing in the lead up to Chinese New Year and customs delays impacting Australian vessels into China. Will this move be another short-term blip and mirror the volatility seen last year, or is a broader correction at play?
Asia-Pacific's upstream industry has been plagued by declining oil production, exploration and licensing activity. Since 2014, exploration investment in the region has fallen 66% to around US$6 billion in 2018, reducing the hopper of new development opportunities.
It is election season in Asia Pacific. While Thailand heads for the by-elections following voting irregularities, India, Indonesia and Australia will also head to the polls this year. Who will win? How will the energy sector be impacted? What do investors need to consider?
Cyprus has been a bright spot for exploration over the last 7 years, with a string of giant gas discoveries. We estimate a total of 11 tcf of recoverable gas resource has been found. Can these be commercialised?
In the latest APAC Energy Buzz, Wood Mackenzie's Asia Pacific Vice Chair, Gavin Thompson, shares the implications of the ongoing US-China trade disputes on the energy sector.
I’m just back from Tokyo and a key theme for many Japanese energy companies continues to be future investment in E&P and whether long-term growth in oil and gas demand will materialise given the pace of energy transition.
Growing US crude production is upending traditional Gulf Coast pipeline routes. WTI at Cushing will narrow against Brent as the build out continues.
The US shale revolution in action: as well productivity dramatically rose, the US emerged as the largest gas producer in the world. LNG buyers will benefit.
In 2019, the total ethylene capacity from CTO/MTO units reached 5.21 million tonnes per annum (Mtpa), accounting for 21% of China’s total ethylene capacity. However, CTO and MTO development has slowed due to high methanol prices and environmental controls, as well as the threat from a new wave of steam cracker investment in China.
Chinese Big Tech is now working towards greener clouds, but it is China’s push for blue skies that is making this happen.
The GB power market has been hit hard by a painful combination of high commodity prices, pre-winter levels of availability and low wind output.
This white paper provides insight into one of the world’s largest inverter/ESS manufacturers' (Sungrow) industry-leading cyber security platform through an analysis of both technical features as well as internal/external safeguarding process implementation.
Without action, a disorderly energy transition across Asia Pacific is looming.
What topics are top of mind for these major electricity grid operators?
A sneak peek at the topics our experts will be breaking down this year
Insights on domestic manufacturing, distributed solar and large loads from one of North America’s largest clean energy events
President Trump's energy dominance, looming trade wars and an AI boom reshape this year's US power outlook
Our expert analysts’ 5 key insights on emerging trends in energy storage
Strong prices are supporting producers today, but supply risks, investment decisions and shifting demand patterns could reshape the outlook.
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