Volatility expected in metals markets as they adapt to accelerated energy transition pressures

• 17 10月 2023

The current metals super-cycle that is a major component of the global energy transition could stall due to a gloomy global macroeconomic environment, geopolitics and a lack of investment in new production facilities according to analysts from Wood Mackenzie.

7 Btpa of carbon capture needed to meet net zero by 2050

• 16 10月 2023

Speaking at Wood Mackenzie’s Carbon Capture, Utilization and Storage Conference in Houston, Mhairidh Evans, head of CCUS research for Wood Mackenzie, said that urgency is needed to meet the seven billion tonnes carbon capture (Btpa) required to meet net zero goals in 2050.

Africa’s $800bn upstream investment cycle underlines the central role of oil and gas in the continent’s energy future

• 18 10月 2023

The African upstream oil and gas sector is in the middle of an US$800 billion capital expenditure (capex) programme that will see liquified natural gas (LNG) emerge as a major investment theme alongside traditional deepwater oil according to Ian Thom, Upstream Research Director at Wood Mackenzie.

Steel decarbonisation to redefine supply chains by 2050

• 19 10月 2023

The rise of electric-arc furnace technology, increased use of green feedstock and evolving carbon policies will reshape steel production and global trade patterns.

Fast output recovery of oil and gas still challenging with easing of US sanctions on Venezuela

• 20 10月 2023

Addressing the US Treasury Department’s partially lifted sanctions on Venezuela’s oil and gas sector, Adrian Lara, principal research analyst, Latin America Upstream Oil and Gas for Wood Mackenzie said, “Although still conditioned by a subsequent renewal, this new easing of sanctions can certainly be considered a positive move towards the recovery of the Venezuelan oil and gas sector. However, it does not guarantee a rapid or permanent recovery of production, given the required investment needed to deal with current infrastructure repairs and bottlenecks.”

Mission invisible: tackling the oil and gas industry's methane challenge

• 15 11月 2023

Discover how the oil & gas industry is taking on the challenge of methane emissions. Explore impacts and the path to a more sustainable future.

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.

COP28: Middle East could play a key role in decarbonising global economy

• 23 11月 2023

Large oil and gas reserves in the Middle East have resulted in especially low domestic energy prices and provide little incentive to transition to low carbon alternatives, according to Wood Mackenzie’s Middle East Energy Transition Outlook report.

China leads global renewables race with record-breaking 230 GW installations in 2023

• 28 11月 2023

Currently on target to reach a record-breaking 230 gigawatts (GW) of wind and solar installations this year, China leads the global renewables market. This is more than double the number of US and Europe installations combined.

Global wind power outlook falls by 29 GW Q-o-Q

• 05 12月 2023

The outlook for the global wind power sector has fallen by 29 gigawatts (GW) in the fourth quarter of 2023 (Q4 2023), with the downgrade signifying a drop in cumulative installed capacity to 2.35 terawatts (TW) by the end of 2032 according to Wood Mackenzie.

Top of the charts: five low-carbon tech trends worth tracking

• 14 12月 2023

In this December edition of Horizons, we chart five key trends on the road to a low-carbon world.

Competition increases in the residential solar-plus-storage battery market

• 12 12月 2023

As the residential solar-plus-storage market continues to grow, competition has increased amongst battery vendors, with new manufacturers gaining market share in recent years, according to a new analysis from Wood Mackenzie

US grid seasonal outlook webinars: Key takeaways for NYISO and ISONE

• 20 12月 2023

What topics are top of mind for these major electricity grid operators?

US energy storage installations set new record in Q3 2023

• 13 12月 2023

The U.S. storage market hit a new high in Q3 2023, installing the most capacity in a quarter to date with 7,322 megawatt hours (MWh) becoming operational in the third quarter of 2023.

Creation of minerals “Super Region” could make Africa, Middle East and South Asia global leaders in energy transition

• 10 1月 2024

The creation of a minerals “Super Region” comprising Africa, the Middle East, Central Asia and South Asia would make a huge contribution to a successful energy transition according to a new white paper launched by Wood Mackenzie at the Future Minerals Forum being held in Riyadh.

Gas prices down 45% as 2024 market set to remain bearish

• 19 1月 2024

The market sentiment for gas and liquefied natural gas (LNG) will remain bearish into 2024 with European prices having fallen by 45% to US$10 per million British thermal units (mmbtu) in the past three months according to a report by Wood Mackenzie.

Key things to watch in electric vehicle (EV) & battery supply chain for 2024

• 24 1月 2024

Key things to watch in electric vehicle (EV) & battery supply chain for 2024

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.

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.

Lithium market faces a transition as demand growth slows

• 31 1月 2024

Key things to watch in 2024 for lithium

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.

Lens Gas & LNG Markets Forecast

Lens Gas & LNG Markets Forecast combines enhanced base case market outlooks and market fundamentals data with functionality to derive insights and support customer workflows.

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

Europe gas prices set to fall amid high storage levels throughout 2024

• 14 3月 2024

Gas prices in Europe could fall as low as US$6.70 per million British thermal units (mmbtu) in the summer as the mild winter will see storage levels remain above 55% according to a new report by Wood Mackenzie.

Global refinery capacity totalling 3.6 million b/d at high-risk of closure

• 29 3月 2024

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.

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

• 18 4月 2024

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

Horizons Live: Call of duties

• 23 4月 2024

In this month's Horizons Live, our panel discuss how we assess the carbon intensity of LNG projects around the world and the effects of LNG emission tax scenarios.

EU carbon levy on primary aluminium will be ineffective and drive up prices

• 25 4月 2024

The implementation of a Carbon Border Adjustment Mechanism (CBAM) by the European Union (EU) on the primary aluminium market would impact European producers disproportionately and drive up prices for consumers according to a new report by Wood Mackenzie.

Bio-liquid gold: how biofuel circularity could unlock the energy transition

• 18 8月 2022

There’s little doubt that liquid biofuels should play a crucial role in the energy transition. Bio-based diesel and aviation fuels from plant-based feedstock could emit 80% less carbon than the crude oil-based products that dominate today’s global market. The question is how to make it happen.

Waste-based biofuels could be the key to unlocking the energy transition

• 18 8月 2022

Waste-based biofuels could be a key driver of the energy transition transforming today’s limited supply of low carbon transportation fuels and creating a local, circular economy, according to a new report by Wood Mackenzie, a Verisk business (Nasdaq:VRSK).