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New trade tariffs and increased import restrictions in the US solar supply chain would expand domestic manufacturing, but create a more expensive market, potentially slowing down the growing sector, according to a recent report from Wood Mackenzie.
Addressing Chevron’s announcement to sell Canadian assets to Canadian Natural Resources (CNRL) for US$6.5 billion Mark Oberstoetter, Upstream Research Director in Calgary, said “Chevron has shown commitment to its divestment target with two sale announcements in two weeks. Offloading Alaska assets to ConocoPhillips (COP) last week for US$300 million was a small step and made strategic sense given their lack of materiality in the Supermajor’s portfolio. Today’s announcement moves the company much closer to its US$10-15 billion divestment target.”
Unmatched analysis of the entire cathode and precursor materials supply chain to help you make smarter, more informed decisions.
Since the start of the decade when crude oil/gas prices ratios were higher and global ethylene demand was lower, the global ethylene industry has rebalanced and has even entered periods of tightness over the past few years, prompting fresh investment in new ethylene capacity. What can we expect from this current investment cycle?
Join Wood Mackenzie’s expert team of solar and energy storage research analysts and consultants in Denver from 29-30 April 2026 as they engage in powerful conversations with solar and energy storage developers, utilities, RTOs/ISOs, commercial offtakers, state and federal policymakers and regulators, financiers and the solar and storage supply chain.
Electric Vehicles (EV) grid services pilot projects number in the dozens; however, they largely remain in the demonstration phase. Learn why.
A return to growth is expected in 2023, but major uncertainties linger.
Wood Mackenzie's 4th annual Gas, LNG and the Future of Energy from 2-3 June 2026 is where the industry comes together in London to discuss the different market, investment and corporate dynamics shaping it, and the role of gas in supporting the energy transition. #WMGasLNGEvent
As carbon capture projects face many challenges can the EU close the gap on its Net Zero Industry Act targets?
China's coal-fired power generation decreased 1.9% in 2025, marking a historic shift driven by new non-fossil generation that has finally outpaced demand growth, according to a recent report from Wood Mackenzie.
Unpacking the solar safe harbor sprint
Water stress is forcing the global energy sector to redesign cooling infrastructure. Recent episodes across Europe where high river temperatures and low flows forced nuclear output cuts and temporary reactor curtailments have exposed a systemic vulnerability. By 2050, 31% of global GDP will be exposed to high water stress, up from 24% in 2010, threatening the thermal power plants and data centres that underpin modern economies, according to research published today by Wood Mackenzie.
Expert analysis of Middle East conflict impacts on oil, gas and LNG markets. Strategic insights on supply disruption, price volatility and energy security.
Trade policy and supply chain challenges cast a cloud on US solar in 2022. The Inflation Reduction Act triggered a brighter end to the year – how will 2023 play out?
What challenges face the FLNG industry in 2019? Get the latest analysis from our experts on FLNG costs, project economics and long-term outlook.
Explore midstream oil and gas insight that spans from well head to end product, including data by asset, country and region.
High oil prices may force a rapid rethink on EV adoption, even as the market faces setbacks.
Emerging as major power consumers in the United Arab Emirates, data centres in the United Arab Emirates will double their power consumption to over 6 TWh by 2030, but regulatory barriers prevent operators from directly financing new clean energy projects needed to meet climate targets, Wood Mackenzie analysis shows.
Attend the Wood Mackenzie LME Forum in London to discuss challenges and opportunities for mined commodities, including lithium, nickel, copper, aluminium, EV & Batteries and Zinc.
As much as 3.6 million barrels a day (mmbd) of global refinery capacity has been assessed as being under high-risk of closure, according to Wood Mackenzie’s latest refinery closure threat analysis.
H1 global wind turbine orders hit 91.2 GW, a 23% increase from year-ago levels
India has emerged as the market leader with the lowest renewable energy cost in Asia Pacific, new research from Wood Mackenzie found.
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