• Editorial

  MISO's generation overhaul and transition towards renewables

  • 10 3月 2021

  Renewables are expected to double their market share in the Midwest. MISO is quickly shifting away from its thermal generation-based fleet towards a more diverse, renewables-based fleet. The recent generation additions and retirements across MISO Classic emphasize the need for grid reliability and an increase in interregional transmission capacity.

• Opinion

  Australian coal exports bounce back from China’s ban

  • 04 3月 2021

  Australia’s coal exporters have staged a recovery after volumes to China plummeted.

• Opinion

  From federal spending to Texas blackouts: key themes shaping the US grid edge

  • 03 3月 2021

  The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Opinion

  Federal leases and permits: how much could US tight oil shrink?

  • 03 3月 2021

  The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

• Opinion

  The Texas energy crisis: its causes and consequences

  • 19 2月 2021

  Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

• Opinion

  The challenge of negative emissions

  • 12 2月 2021

  Elon Musk is offering $100 million in prizes for carbon removal technologies. Costs need to come down a long way for them to be viable

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Opinion

  Electric vehicle sales are in the fast lane

  • 11 2月 2021

  EV sales shifted up a gear in 2020, surging 38% even while global sales of passenger vehicles fell. Will sales growth continue to outpace ICE vehicles? As we buy more and more EVs, how and where will we charge them? And what will drive the rise in commercial EV adoption? Find out in our look at the road ahead.

• Opinion

  Why refinery-petrochemical integration is the downstream trend to watch

  • 16 2月 2021

  A tumultuous year has highlighted some key truths for the downstream sector – and new performance benchmarks are being set.

• The Edge

  Hydrogen’s critical role in the energy transition

  • 05 2月 2021

  Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

• Opinion

  Carbon emissions: a new challenge for US LNG

  • 05 2月 2021

  President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

• Opinion

  A £2.5 trillion transformation: the economic impact of a net-zero North Sea

  • 04 2月 2021

  Low-carbon technologies have the potential to transform the energy industry. They could also have a powerful effect on local economies – as the UK is on a mission to demonstrate.

• Featured

  Metals & mining: what to look out for in 2021

  • 03 2月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• Opinion

  What President Biden’s first day means for energy

  • 22 1月 2021

  Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

• The Edge

  Future energy – electric vehicles

  • 22 1月 2021

  Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?

• The Edge

  How the oil market plays out in 2021

  • 15 1月 2021

  Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Featured

  Should upstream investors prepare for bolder fiscal policies in 2021?

  • 20 1月 2021

  Tougher upstream fiscal terms could be on the horizon. Find out what policymakers will be thinking about in 2021, and the key countries to watch.

• Editorial

  The success of EU’s ‘Fit for 55’ package hinges on the action of local authorities

  • 12 8月 2021

  The proposed measures will increase demand for wind power across the EU – but strong barriers on the local and national level repress an accelerated wind buildout.

• Editorial

  Energy reliability, resilience, extreme weather and other updates from the grid edge in Q3

  • 03 8月 2021

  Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

• Opinion

  Asia Pacific’s energy transition conundrum – is net zero possible?

  • 10 8月 2021

  The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

• Editorial

  The impact of Tesla’s California virtual power plant

  • 06 8月 2021

  In a newly released insight, “The impact of Tesla’s California virtual power plant: What it means for residential VPPs in the United States,” we dig into the impact of this announcement by Tesla

• Opinion

  Who will foot the bill for the energy transition in Asia-Pacific?

  • 04 8月 2021

  At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Oil and gas: a risky business

  • 10 8月 2021

  Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

• Opinion

  Sustaining the onshore wind boom in the Nordics

  • 26 7月 2021

  The onshore wind market in the Nordics is undergoing phenomenal growth. The region’s operational wind turbine fleet will grow by more than 50% in the 2021-2023 period. What's driving the boom?

• Opinion

  Prices, FIDs and the energy transition: three key factors for global LNG

  • 29 7月 2021

  Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.