Power purchase agreements: how will they support renewables growth?

• 15 December 2020

Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.

Low-carbon electricity is on the rise in the US, regardless of Supreme Court decision

• 05 July 2022

The Obama administration’s attempt to regulate power sector emissions has been ruled illegal, constraining future policy. Renewables are set to grow anyway.

Offshore wind at a pivotal moment

• 24 October 2023

Supply chain bottlenecks and rising interest rates threaten the viability of offshore wind projects. The policy response will be critical.

US data center electrical equipment market surges to $65B, reshaping industry dynamics

• 28 April 2026

The US data center electrical equipment market is projected to surge from $20 billion to $65 billion by 2030, with data centers capturing up to 40% of the total US electrical equipment market under accelerated scenarios—a dramatic rise from just under 2% in 2020.

Energy transition outlook: Middle East

• 26 February 2026

The latest outlook highlights uneven progress for Middle East decarbonisation – and a US$5.3 trillion investment opportunity between now and 2060

Japan to lose top LNG importer position to China by 2022

• 23 July 2019

According to a new report by Wood Mackenzie, Japan could lose its pole position as the world’s top LNG importer to China as early as 2022.

Deep decarbonisation: the multi-trillion-dollar question

• 27 June 2019

For any country to embrace a nationwide transition to 100% renewable energy (RE100) or zero carbon (ZC100) emissions constitutes a massive disruption with far-flung economic and social repercussions. In this complimentary report, Dan Shreve, research director for power and renewables, examines the operational challenges associated with RE100 policies. Get the highlights here or fill in the form to access the full report.

Webinar | European Power: Navigating the energy crisis

• 01 November 2022

As Europe's energy crisis escalates, high power prices drive short-term actions to ease the burden on consumers while policy markers consider enduring, structural change in markets. The evolving background is very uncertain, making the dynamics of power markets challenging to navigate – how will these conditions shape power's ability to meet the challenges of the continuing energy transition?

Asia Pacific solar PV capacity to triple to 1,500 GW by 2030

• 13 July 2021

Asia Pacific solar photovoltaic (PV) capacity could triple to 1,500 gigawatts (GW) by 2030, says Wood Mackenzie, a Verisk business (Nasdaq:VRSK).

Despite surging power demand, gas-fired power faces manufacturing constraints that could limit near-term growth

• 14 May 2025

A new report from Wood Mackenzie finds that despite surging power demand, the gas turbine market could experience "turbo lag" in the next 15 years due to manufacturing constraints, rising costs, and competition from renewables.

Why are US distributed solar customer acquisition costs still on the rise?

• 15 November 2023

Installers grow weary of investing further in marketing strategies amidst a residential market slowdown

Energy transition outlook: Asia Pacific

• 05 March 2026

With its scale, diversity, and rapid change, Asia Pacific is driving the future of global energy markets.

Five themes for energy and natural resources in 2023

• 11 January 2023

What else lies ahead in 2023? Simon Flowers discusses five themes that will shape the world of energy and natural resources – the opportunities, the challenges and the associated risks in the coming year.

Australia's power market shows resilience amid Iran crisis as renewable energy transition delivers energy security dividend

• 29 April 2026

Australia’s electricity sector is showing significantly greater resilience to global energy shocks compared to the 2022 crisis, despite escalating geopolitical tensions in Iran driving sharp increases in global fuel prices, according to Wood Mackenzie.

Wood Mackenzie Power & Renewables

Access leading market analysis on the transformation of the global electricity industry.

Will electric vehicle manufacturers be able to secure enough raw materials moving forward?

• 06 April 2018

We sat down with Dukascopy TV to discuss what's happening with the battery and raw materials used in electric vehicles.

Can the rest of the world repel China’s magnetic pull over rare earth metals?

• 19 May 2022

By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.

Carbon intensity regulation to make or break global low-carbon hydrogen market

• 15 February 2024

The future of low-carbon hydrogen hinges on global policymakers introducing regulations and subsidies that focus on the carbon intensity of the hydrogen produced rather than its colour.

The rise and fall of black gold

• 09 August 2017

The market used to worry about peak oil supply. Now the focus has shifted. With the world now considering a structural decline in oil demand, which sectors will feel the greatest impact?

How the Russia/Ukraine war changes energy markets

• 28 April 2022

The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?

The EV boom depends on policy support

• 28 October 2022

Manufacturers are betting big on the rapid growth of EV sales in the US. Political and legal uncertainty is the greatest risk.

Learnings from RE+: A sunny outlook for US solar and storage

• 05 October 2023

The Inflation Reduction Act has given a boost to key renewables segments, and their future is looking bright. Our solar and storage experts recap some of the biggest takeaways from RE+ 2023

The US data centre electrical equipment market: A structural shift in demand

• 27 April 2026

AI-driven data centre growth is set to reshape power demand, creating significant investment opportunities and challenges in the electrical equipment industry

Four ways US solar broke records in 2020

• 16 March 2021

The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

Lens platform: Lens Power & Renewables Americas

• 21 February 2025

Make sense of the complex regional and sub-regional market structures with integrated analyses connecting power markets with commodity markets.

Tesla remains the top global producer of battery energy storage systems in 2024, but Sungrow narrows the gap

• 07 August 2025

Tesla retained its top spot for the second year-in-a-row as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2024, according to Wood Mackenzie’s Global battery energy storage system integrator ranking 2025 report.

Tesla takes Sungrow’s crown as lead global producer of battery energy storage systems in 2023

• 08 August 2024

Telsa has overtaken Sungrow as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2023.

Is Japan ready to tackle its coal problem?

• 08 July 2020

Does LNG stand to benefit? What would it mean for Japan’s emissions?

How will Covid-19 shape corporate strategy in energy and natural resources?

• 26 May 2020

Companies in oil and gas, metals and mining, and power and renewables need to rethink corporate strategy to thrive in a post-coronavirus world

North America Power Solutions

Get a visual representation of major constraint patterns, congestion risks, and historic impact analysis.