• Content

  The big ban: global commodities in a post-Ukraine-war world

  • 16 6月 2022

  War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. Read more.

• News Release

  Complete ban on Russian commodity exports accelerate LNG growth and energy transition

  • 16 6月 2022

  War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. While the precise timing and implementation of future bans on Russian commodity imports are difficult to predict, a rewriting of energy trade flows is now underway.

• Content

  Back to the future: the Horizons year in review

  • 09 12月 2021

  We touched on a number of issues this year with our new thought-leadership series. Post-COP26, it's time to review the articles and put them in recent context.

• Comment

  China pledges to end overseas coal investments

  • 22 9月 2021

  President Xi Jinping announced that China will end coal investments overseas.

• News Release

  China could ease restrictions on Australian coal and increase supply to alleviate power crunch

  • 08 10月 2021

  Wood Mackenzie believes that Chinese authorities could allow customs clearance of stranded Australian thermal coal. In addition, the local governments in Yulin region of Shaanxi province and Inner Mongolia have announced yesterday that they will be increasing coal supply to meet demand.

• Opinion

  This is not a drill: key lessons from GB power price spikes

  • 27 10月 2021

  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.

• Comment

  China announces 'indefinite suspension of activities' under Strategic Economic Dialogue with Australia

  • 06 5月 2021

  China’s state planner the National Development and Reform Commission (NDRC) announced today an “indefinite suspension of all activities under China-Australia Strategic Economic Dialogue”. Wood Mackenzie experts weigh in on the event.

• News Release

  Carbon neutrality goal forces Chinese aluminium smelters away from captive coal power

  • 19 4月 2021

  China’s march towards carbon neutrality is forcing its aluminium smelters away from using captive coal-fired power, says Wood Mackenzie.

• News Release

  Asia Pacific renewables generation investments could hit US$1.3 trillion by 2030

  • 22 6月 2021

  Asia Pacific renewables (wind and solar) generation investments could double to US$1.3 trillion over the current decade to 2030 compared to the previous decade (2011 – 2020), says Wood Mackenzie, a Verisk business (Nasdaq:VRSK).

• Comment

  What would an EU carbon border adjustment mechanism mean?

  • 14 7月 2021

  The EU Commission proposed a carbon border adjustment mechanism (CBAM) as part of today’s “Fit for 55” package. James Whiteside, global head of multi-commodity research at Wood Mackenzie, said: “As the first mechanism of its kind, the CBAM is being designed in consultation with industry to avoid unintended consequences. “A CBAM that does not cover a substantial portion of the production chain will encourage carbon leakage - pushing emissions beyond the borders of the EU or shifting competition between EU and non-EU producers to the next stage of the value chain.”

• News Release

  EU’s ‘Fit for 55’ lays out bloc’s green blueprint

  • 14 7月 2021

  Europe is at the forefront of the shift to net zero, both in ambition, but also in terms of how to make rapid and deep decarbonisation a reality. The world needs to reduce carbon dioxide (CO2) emissions as quickly as possible. Not doing so means we will need to turn to expensive and unproven technologies to withdraw CO2 from the atmosphere later this century.

• Comment

  Japan’s new 2030 energy mix unveils radical plans to transform the energy system

  • 27 7月 2021

  Last week, Japan’s Ministry of Economy, Trade and Industry (METI) released a draft of its upcoming 6th Strategic Energy Plan which included major changes to the FY2030 power generation mix targets.

• Webinar

  Webinar| An accelerated energy transition: scenario analysis for a 1.5 degree pathway

  • 17 2月 2021

  A 1.5-degrees pathway requires the world to peak carbon emissions immediately and reach net zero by 2050. With the US re-joining the Paris agreement, the probability to achieve these goals has improved. But let’s not undermine the challenge because the energy sector alone cannot deliver it.

• Opinion

  Horizons Live: The bridge

  • 10 3月 2025

  Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.

• Horizons

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

  • 23 3月 2023

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

• News Release

  A supercharged China could turn up the heat on global commodities

  • 23 3月 2023

  The Chinese economy is expected to grow by 5.5% but could grow by as much as 7% in 2023 as the country bounces back from three years of lock-down caused by the Covid pandemic according to a new report by Wood Mackenzie.

• Opinion

  Horizons Live: The Great Reopening

  • 26 4月 2023

  Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

• News Release

  APAC to invest US$3.3 trillion in power generation over next decade

  • 04 10月 2023

  The Asia Pacific region is forecast to invest US$3.3 trillion in power generation over the next 10 years, with 49% earmarked for wind and solar, and 12% for energy storage, according to latest Wood Mackenzie analysis.

• News Release

  China Belt & Road Initiative brings in 128 GW installed power capacity in 10 years

  • 20 11月 2023

  Chinese companies have made significant strides in the Belt & Road initiative's overseas power projects over the past decade. With an estimated investment value of around US$200 billion, over 300 projects have installed 128 GW of power, equivalent to 1.3 times Australia's installed capacity in 2022. However, challenges have emerged, leading to the cancellation or shelving of over 20% of projects to date.

• The Edge

  No country for oil men (and women)

  • 30 1月 2025

  UK and EU energy policies risk undermining energy security and economic growth by discouraging domestic oil and gas investment, increasing reliance on costly imports and jeopardising net zero goals. Discover how regulatory uncertainty, high taxes and declining North Sea production threaten the future of Europe’s energy transition.

• News Release

  Republican control will shift US energy policy away from net zero, but sweeping agenda faces roadblocks

  • 18 11月 2024

  Republican control in the US will move energy policy away from net zero targets, but President-elect Trump’s full agenda will face political and market opposition according to Wood Mackenzie analysis.

• Editorial

  Is China edging closer to a national carbon market?

  • 10 4月 2017

  We assess an unofficial review of emissions allowances which offers a glimpse of the country’s carbon trading scheme.

• Opinion

  Natural gas: friend or foe in Europe’s 2030 emissions target?

  • 24 7月 2020

  Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

• Opinion

  Trump vs Biden: what does the election mean for US coal markets?

  • 09 9月 2020

  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?

• Opinion

  Could coal and renewables put the squeeze on gas?

  • 16 9月 2020

  Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 10月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

• Opinion

  Radical reform and China’s pathway to carbon neutrality

  • 30 9月 2020

  Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

• Opinion

  Ten predictions for energy in 2021

  • 18 12月 2020

  Wood Mackenzie analysts on what we should expect in energy in the coming year, for sectors from oil markets to solar costs and coal exports to EVs

• Opinion

  Nuclear – the cleanest dirty word

  • 10 12月 2020

  The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?

• Opinion

  The Asia energy market outlook for 2020

  • 06 1月 2020

  A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!