• Opinion

  The competitive edge of China's electrolysers

  • 05 9月 2024

  In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs

• Opinion

  The potential and opportunities in Guangdong LNG market

  • 15 8月 2024

  Guangdong is China’s largest gas-consuming province and LNG importer. And there’s still considerable room for growth. We use the newly developed China Regional Gas Model to study its gas market balance and LNG potential.

• Opinion

  Three challenges to overseas expansion for the Chinese cathode sector

  • 11 6月 2024

  Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

• Opinion

  A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

  • 27 5月 2024

  A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

• Opinion

  The US puts up the barriers to Chinese products

  • 20 5月 2024

  China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

• Opinion

  How are companies managing excess capacity in Asia Pacific’s solar supply chain amid a solar boom?

  • 16 5月 2024

  Amidst increasing global solar capacity, new industry players, transitions in cell technology, and the rising cost of polysilicon are behind supply chain challenges in APAC

• News Release

  World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

  • 02 5月 2024

  A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  What do Japan’s soaring spot power prices mean for the energy transition?

  • 08 2月 2021

  Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Featured

  Gas and LNG: why 2021 will be a defining year

  • 14 1月 2021

  The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

• News Release

  Offshore wind sector doubled down on tangible opportunities in 2023

  • 31 1月 2024

  Despite supply chain headwinds and price pressures, the global offshore wind sector saw significant growth in its mature pipeline, as late-stage pipeline mergers & acquisitions, turbine orders, and project financial investment decisions (FIDs) saw record activity in 2023. This has boosted the sector’s momentum into 2024.

• News Release

  Power demand growth remains strong in Asia Pacific

  • 31 1月 2024

  India, China and Southeast Asia will continue to be the three most important growth engines of power demand across the planet, says Alex Whitworth, Vice President, Head of Asia Pacific Power Research at Wood Mackenzie. With the Asia Pacific region seeing its share of global power demand surpass the 50% mark in 2023.

• Horizons

  Over the rainbow: why understanding full value chain carbon intensity is trumping the colour of hydrogen

  • 15 2月 2024

  Dive into the hydrogen rainbow & explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.

• News Release

  Solar inflation reverses as renewable costs in Asia reach all-time low

  • 29 2月 2024

  Plummeting Utility PV solar costs beat coal power to emerge as the cheapest power source in the region

• News Release

  CCUS planned capacity nearing 1 billion tonnes per annum

  • 26 8月 2022

  US Inflation Reduction Act bill set to boost CCUS uptake but more is needed to meet net zero goals by 2050

• Content

  Power play: How China's boom year is changing the path of the energy transition

  • 16 2月 2022

  The energy crisis shows little sign of loosening its grip and the world feels a long way from the low-carbon, low-cost energy future heralded by governments at COP26. Read more.

• Opinion

  Horizons Live: Power play

  • 01 3月 2022

  Alex Whitworth, is joined by Xiaoyang Li, Shirley Zhang, and Yanting Zhou to answer questions and reignite discussion on how China's boom year is changing the path of the energy transition.

• News Release

  About 650,000 barrels per day of Russian crude oil to be ‘swapped’

  • 05 4月 2022

  About 650,000 barrels per day (b/d) of Russian crude oil are to be relocated from advanced economies, and the solution could be ‘crude swapping’, says Wood Mackenzie.

• Comment

  Major energy players raise the game in green investments in Asia

  • 15 6月 2022

  BP confirmed today that it picked up over 40% stake in the Asian Renewable Energy Hub project to produce and export green hydrogen in Australia.

• News Release

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

  • 08 7月 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.

• News Release

  China’s LNG imports to see unprecedented decline in 2022

  • 19 7月 2022

  China’s LNG imports are set to fall over 14% year-on-year to 69 million tonnes (Mt) in 2022, the largest decline since it began LNG imports, says Wood Mackenzie.

• News Release

  Global installed wind power capacity set to grow by 9% to 2030

  • 15 12月 2021

  Global wind power capacity is expected to grow at a cumulative annualised growth rate (CAGR) of 9% between 2021 and 2030, according to a new report by Wood Mackenzie.

• News Release

  Global gas and LNG – 6 trends to watch in 2022

  • 13 1月 2022

  Wood Mackenzie, releases its Global gas and LNG – 6 things to watch for in 2022 report.

• Comment

  China’s GDP to further decelerate in Q4 2021

  • 01 12月 2021

  China’s economy has faced headwinds from flooding, Covid outbreaks and power rationing in H2 2021. This resulted in a steeper-than-expected economic slowdown for the third quarter, says Wood Mackenzie

• Comment

  Woodside confirms potential merger with BHP's petroleum business

  • 16 8月 2021

  Woodside has confirmed it is in discussions with BHP over a potential merger involving BHP’s entire petroleum business.