Energy companies seek answers amid US tariff uncertainty

• 07 March 2025

The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.

Capital discipline raises questions about US oilfield services

• 03 February 2023

Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

What will REPowerEU and the Inflation Reduction Act mean for hydrogen?

• 05 October 2022

Flagship climate policy in the EU and the US could give hydrogen the jumpstart it needs.

High interest rates impede the US residential solar market boom

• 01 November 2023

Next year, US residential solar will experience its first annual contraction since 2017

Australia releases Budget 2021

• 12 May 2021

Wood Mackenzie experts comment on the recently announced Australia Budget 2021.

Conflicts of interest: the cost of investing in the energy transition in a high interest-rate era

• 18 April 2024

In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.

The electrolyzer reckoning

• 21 April 2026

Hydrogen’s hype cycle is over, what survives will define the market

US solar shattered records in 2023, but will this continue in 2024?

• 06 March 2024

Solar has a strong growth outlook, but many uncertainties lie ahead

Infographic | Nodal Price Forecast for ERCOT

• 12 November 2025

With extreme power market volatility and price fluctuations which cause uncertainty in trading and asset valuations, the need for price forecasting at a nodal level has never been greater

Energy Transition Service

Quantify the pace and change of the energy transition across all commodities, markets, technologies and segments.

Wood Mackenzie launches Nodal Price Forecast

• 28 August 2025

Wood Mackenzie, the global insight business for renewables, energy, and natural resources, has launched its Nodal Price Forecast solution.

Total eclipse: how falling costs will secure solar’s dominance in power

• 21 January 2021

Renewables are the proven zero-carbon technology where much of the capital funding the energy transition will be invested.

Energy Pulse: in brief (4th August)

• 04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

Bumps in the road for EVs

• 06 November 2023

Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

Energy Pulse: in brief (7 July)

• 07 July 2023

This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.

Net zero North Sea: can hydrogen live up to its hype?

• 20 October 2020

The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

Connect four: key findings from the first four editions of Horizons

• 12 May 2021

Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

Global top 10 solar PV inverter vendors account for 82% of market share

• 08 July 2022

Global top 10 solar photovoltaic (PV) inverter vendors shored up 82% of market share in 2021, increasing by 2 percentage points compared to 2020, says Wood Mackenzie.

PowerIQ

Understand fundamental drivers, market pricing, risks and scenarios in the US power market.

Energy Pulse: in brief (1 September)

• 01 September 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

Newly added US data center capacity slows down considerably in Q4 2025, as market struggles to keep up with explosive demand

• 16 March 2026

25 gigawatts (GW) of new data center capacity was added to the funnel in Q4 2025, half of Q3 additions, signaling a challenging development environment and a focus on the existing pipeline.

US residential energy storage soars in Q1, home solar stays flat

• 11 June 2018

Deployment numbers are in for the first quarter of the year.

Vietnam becomes Southeast Asia’s hottest solar PV market

• 01 November 2019

Vietnam is now the leader in Southeast Asia’s solar photovoltaic (PV) market with the largest installed capacity in the region.

India needs radical transformation to reach net zero emissions by 2070

• 27 July 2023

How can India attain its net zero emissions goal by 2070, in line with global pledges to reach net zero emissions by mid-century? Wood Mackenzie analyses the scenario in its latest report ‘India energy transition pathways 2070’, concluding that the country must radically transform its energy landscape and prioritise renewable energy, electrification, hydrogen adoption, and carbon removal strategies.

Decarbonising data centres: hyperscalers’ power race will increase emissions but spur more direct decarbonisation

• 08 May 2026

Though most global data centres do not run on clean power today and hyperscalers are unlikely to sacrifice market share and growth for decarbonisation, several pathways are promising

Webinar | From molecules to electrons: Trump 2.0 and the impact on the energy transition

• 03 December 2024

The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy and natural resources sectors. This webinar mini-series dives into the heart of these changes, offering expert insights into how the outcomes could redefine the energy landscape. The mini-series consists of two webinars: molecules (oil, gas/LNG, carbon, hydrogen, and sustainable fuels) and electrons (renewable electricity, batteries, electrified transport, power markets and grid innovations).

Time for Asia’s Sputnik moment on decarbonisation

• 22 September 2020

Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

• 23 March 2023

What the end of China's 'zero Covid' strategy means for global energy and natural resources

Anti-dumping threat throws US solar industry into turmoil

• 06 May 2022

Biden administration’s climate and energy strategy faces a conflict between supporting US manufacturing in low-carbon technologies and encouraging the fastest possible deployment of renewable energy.

How AI is reviving the nuclear industry

• 30 September 2024

Surging electricity demand for AI is prompting companies and banks to look at building new nuclear power plants in the US. Government support will still be needed.