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Alcoa's acquisition of South32 aluminium assets creates world's largest bauxite miner

02 July 2026

Alcoa has agreed to acquire a portfolio of South32's aluminium, alumina and bauxite assets in a transaction valued at up to US$5.6 billion, in one of the most significant deals in the global aluminium sector in years. Wood Mackenzie analysis finds the transaction is strategically coherent for both parties, but the headline discount to fundamental value largely reflects conservative pricing assumptions and the inclusion of higher-cost downstream assets.

News Release

South Korea's KRW 4,700 trillion AI and semiconductor mega-project faces a 2.3 GW power shortfall under the current trajectory

09 July 2026

New analysis from Wood Mackenzie finds that the country's flagship KRW 4,700 trillion (US$3.1 trillion) national mega-project, including the planned KRW 800 trillion semiconductor and AI data center cluster in the Honam region, faces a growing power supply challenge unless grid investment and electricity market reforms accelerate.

News Release

Wood Mackenzie: Falling fertility rates threaten long-term energy demand as global population could peak at 8.9 billion by 2053

09 July 2026

Wood Mackenzie has published analysis warning that accelerating declines in global fertility rates present a material risk to long-term energy demand projections, with a UN low-birth-rate scenario placing peak global population at 8.9 billion in 2053, followed by a contraction to 7.0 billion by 2100.

News Release

Wood Mackenzie launches first global BESS integrator ranking as battery storage installations reach an all-time high

14 July 2026

The global battery energy storage industry reached a major milestone in 2025, surpassing 100 GW of annual installations for the first time. As battery storage becomes critical infrastructure for modern power systems, Wood Mackenzie's first-ever Global Battery Energy Storage System (BESS) Integrator Comprehensive Ranking finds that buyers are increasingly selecting suppliers based on their ability to deliver across the entire project lifecycle.

News Release

Eni and PETRONAS' Searah JV will reshape Southeast Asia's upstream landscape

20 July 2026

Eni and PETRONAS' launch of Searah, a new 50:50 strategic venture spanning 19 upstream assets across Indonesia and Malaysia, has the potential to reshape Southeast Asia's upstream sector, according to new analysis from Wood Mackenzie.

News Release

India data centre capacity to reach 12 GW by 2030 as AI and digital economy drive infrastructure investment

27 July 2026

India's data center market is entering a structural growth phase that positions the country as one of Asia-Pacific's most attractive infrastructure investment opportunities, according to Wood Mackenzie's latest report, India's Data Centre Landscape: Powering the Digital Economy.

News Release

Southeast Asia to deliver less than one-third of planned gas power capacity by 2030

04 August 2026

New Wood Mackenzie research finds only 14.9 GW of the region's planned 53 GW gas-fired power pipeline is expected to come online this decade as turbine shortages, financing constraints and growing LNG dependence reshape Southeast Asia's energy transition

News Release

US manufacturing poised to meet new inverter demand following FCC ban on foreign power inverters

06 August 2026

With a market heavily reliant on imported power inverters, the US solar market will have to shift rapidly to meet new FCC rules banning new foreign inverter products from approval and sale

News Release

Wood Mackenzie forecasts global robotics power demand to reach 363 TWh by 2035, approaching France's entire nuclear output

11 August 2026

The global robotics industry will consume as much electricity as France generates from nuclear power within a decade, according to Embodied AI: How Robotics Are Accelerating Global Power Demand, new Wood Mackenzie research. The finding arrives as energy capacity planning is already under pressure from AI data centres, making robotics a second and largely unmodelled demand on global electricity infrastructure.

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India on track for record 50 GW solar year as ALMM-II mandate reshapes domestic supply chain

13 August 2026

New Wood Mackenzie research finds utility-scale system prices set to rise 20% by Q4 2026 as cell supply constraints bite

News Release

India's battery storage self-sufficiency remains over a decade away amid technology, financing and execution delays, despite cost advantage

20 August 2026

India's domestic battery manufacturing currently accounts for less than 1% of its approximately 260 GWh demand pipeline from competitive tenders in 2026, leaving the country structurally dependent on imports even as policy ambition accelerates, according to ‘Chasing Self-Sufficiency: Cost of Building an Indigenous Battery Storage Supply Chain in India'.

News Release

Latin America's energy storage market to grow 13-fold by 2035, from 2.5 GW to 34 GW

27 August 2026

Latin America’s energy storage market is entering a period of rapid and sustained expansion. Wood Mackenzie’s Latin America energy storage outlook 2026 projects cumulative capacity will grow from 2.5 gigawatts (GW) in 2025 to 34 GW by 2035, a compound annual growth rate (CAGR) of 30%. Accelerating tender activity, rising renewable curtailment and unmodernized transmission infrastructure are the primary forces behind this growth.

News Release

Global solar PV O&M market reaches 348 GW as consolidation tightens and costs fall

31 August 2026

Top 15 vendors now control 57% of the global market, managing 200 GW Full-wrap O&M contract costs fall 18% year-on-year in North America Middle East and Africa O&M volume nearly doubles in 2025

News Release

US executive order banning Chinese bulk-power equipment set to worsen critical transformer shortage

31 August 2026

US Executive Order 14420, banning imported bulk-power equipment from certain nations, in particular China, could impact a market of more than $22 billion in imports since 2025 and test an already stressed supply chain for importers, according to a recent Wood Mackenzie analysis.

News Release

Natural Carbon Sinks Absorb 40% of Human CO2 Emissions and Are Not Valued in Most Climate Models

03 September 2026

The natural systems that absorb nearly half of all CO2 produced by human activities are under increasing stress. The policies and financial frameworks designed to protect them are not keeping pace. Those are the central findings of Nature capital: the unpriced carbon, a Wood Mackenzie report published in August 2026.

News Release

Middle East conflict extension cuts global Q4 2026 crude run forecast by 1.4 million b/d

08 September 2026

Post-conflict era forces Asian refiners to focus on their competitiveness; deep chemical integration and energy efficiency the keys to surviving peak demand and a new world order

News Release

U.S. solar capacity can now power more than 50 million American homes

10 September 2026

The United States now has enough operating solar capacity to power more than 50 million American homes, representing over one-third of all households nationwide.

News Release

EU gas imports could reach 98% by 2050 without new field investment

14 September 2026

New Wood Mackenzie research modelled three EU domestic gas production scenarios to 2050 and found a cumulative gap of close to 1,000 bcm between the low and high cases, with the outcome hinging on fiscal stability, permitting reform, and exploration success in the Black Sea and East Mediterranean.

News Release

Major iron ore producers have used 11.1 billion tonnes of reserves over the past decade replacing three-fourths of tonnes mined

17 September 2026

New analysis finds rising strip ratios, eroding ore quality, and a fivefold gap in replacement costs are quietly reshaping the long-term economics of iron ore supply

News Release

Wood Mackenzie: Strong Balance Sheets Set 2027 Up for Oil and Gas Portfolio Renewal

17 September 2026

Most large oil and gas companies will enter 2027 with gearing below 20%, following accelerated deleveraging driven by surging prices and margins in 2026, according to Wood Mackenzie's Corporate Strategic Planner Oil & Gas 2027. That financial position creates the platform for a 5% rise in investment, a fresh wave of M&A, and the resource renewal aimed at sustaining production into the 2030s.

News Release

Europe's power sector hits 80% zero-carbon generation by 2030, but misses its own renewables target

29 September 2026

Europe's power grid will surpass 80% zero-carbon generation by 2030. It will still miss its flagship renewables target by the same date, but will eventually accelerate over the coming decades, expanding power demand by 66% by 2050. That gap between progress and ambition sits at the centre of Wood Mackenzie's Europe Power Markets Strategic Planning Outlook 2026, covering 35 national markets through 2060.

News Release

Cenovus acquisition of Athabasca Oil Corporation deepens large-cap concentration in Canadian oil sands

05 October 2026

According to Wood Mackenzie, the transaction adds roughly one percentage point to Cenovus' share of total oil sands output, bringing the company to 21.5%.

News Release

South Asia LNG demand growth derailed as Middle East conflict exposes critical supply vulnerabilities

12 October 2026

LNG demand across South Asia, which had been projected to grow by 2.7 million tonnes (Mt), or 7%, in 2026, is now expected to decline by around 6 Mt and the outlook beyond 2026 has been materially downgraded

News Release

Wood Mackenzie: Global CO2 transport industry set to reach USD 211 billion by 2060

14 October 2026

• Asia Pacific drives almost 60% of global CO2 transport investment, with cross-border networks a critical enabler • Over 80% of global transport investment is directed to pipelines, connecting emitters to storage sites • Policy and bilateral agreements will determine whether cross-border CCUS networks are realised

News Release

Asia’s search for long-term, lower-carbon LNG supply puts Canada in focus but competition is intensifying

20 October 2026

Asia's long-term energy security will increasingly depend on diversified, reliable and lower-carbon LNG supply. As buyers look beyond traditional sources, Canada is emerging as a compelling long-term supplier due to its proximity to the Asian market, as well as its lower carbon intensity.

News Release

IMO 2020 regulation could cost shippers extra US$60 billion a year

28 February 2017

The 0.5 wt% sulphur cap for bunker fuels could have far-reaching repercussions

News Release

Europe needs to change course to hit 2030 emissions target

18 February 2021

Europe’s new 2030 emissions target of a 55% reduction over 1990 levels has made it the undisputed global leader in climate ambition. However, with the region still a long way from achieving this rapidly approaching goal, dramatic changes are needed.

News Release

Asia Pacific could become a global leader in the energy transition

21 February 2024

Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

News Release

OPEC+ aims for balance as it rolls over output curbs

02 July 2019

Speaking as the OPEC and OPEC+ meetings ended in Vienna today, Ann-Louise Hittle, vice president, Macro Oils, at global natural resources consultancy Wood Mackenzie, said: “The agreement to roll over production restraint was a foregone conclusion after the green light from Russia’s president, Vladimir Putin, at the G20 meeting for continued production restraint."

News Release

Europe emerges as global LNG price-setter

27 May 2021

Global liquefied natural gas (LNG) markets were set to tighten over the next five years, driven by a slowdown in global LNG supply growth. But Europe’s market dynamics are turbo-charging the price recovery, with TTF currently trading close to US$9 per million British thermal units (/mmbtu), a level not seen since mid-2018. Following the recent winter spot price spike in Asia, the European market has been sustaining global LNG prices, making the region a battleground for global LNG price formation, new research from global natural resources consultancy Wood Mackenzie found.

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Search results: 1006

Alcoa's acquisition of South32 aluminium assets creates world's largest bauxite miner

South Korea's KRW 4,700 trillion AI and semiconductor mega-project faces a 2.3 GW power shortfall under the current trajectory

Wood Mackenzie: Falling fertility rates threaten long-term energy demand as global population could peak at 8.9 billion by 2053

Wood Mackenzie launches first global BESS integrator ranking as battery storage installations reach an all-time high

Eni and PETRONAS' Searah JV will reshape Southeast Asia's upstream landscape

India data centre capacity to reach 12 GW by 2030 as AI and digital economy drive infrastructure investment

Southeast Asia to deliver less than one-third of planned gas power capacity by 2030

US manufacturing poised to meet new inverter demand following FCC ban on foreign power inverters

Wood Mackenzie forecasts global robotics power demand to reach 363 TWh by 2035, approaching France's entire nuclear output

India on track for record 50 GW solar year as ALMM-II mandate reshapes domestic supply chain

India's battery storage self-sufficiency remains over a decade away amid technology, financing and execution delays, despite cost advantage

Latin America's energy storage market to grow 13-fold by 2035, from 2.5 GW to 34 GW

Global solar PV O&M market reaches 348 GW as consolidation tightens and costs fall

US executive order banning Chinese bulk-power equipment set to worsen critical transformer shortage

Natural Carbon Sinks Absorb 40% of Human CO2 Emissions and Are Not Valued in Most Climate Models

Middle East conflict extension cuts global Q4 2026 crude run forecast by 1.4 million b/d

U.S. solar capacity can now power more than 50 million American homes

EU gas imports could reach 98% by 2050 without new field investment

Major iron ore producers have used 11.1 billion tonnes of reserves over the past decade replacing three-fourths of tonnes mined

Wood Mackenzie: Strong Balance Sheets Set 2027 Up for Oil and Gas Portfolio Renewal

Europe's power sector hits 80% zero-carbon generation by 2030, but misses its own renewables target

Cenovus acquisition of Athabasca Oil Corporation deepens large-cap concentration in Canadian oil sands

South Asia LNG demand growth derailed as Middle East conflict exposes critical supply vulnerabilities

Wood Mackenzie: Global CO2 transport industry set to reach USD 211 billion by 2060

Asia’s search for long-term, lower-carbon LNG supply puts Canada in focus but competition is intensifying

IMO 2020 regulation could cost shippers extra US$60 billion a year

Europe needs to change course to hit 2030 emissions target

Asia Pacific could become a global leader in the energy transition

OPEC+ aims for balance as it rolls over output curbs

Europe emerges as global LNG price-setter

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