US distributed solar installers, developers and equipment suppliers navigate unprecedented change in 2025

• 12 March 2026

Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market

The US solar industry navigated unprecedented change in 2025

• 10 March 2026

Considerable uncertainty remains in 2026

Australasia - Five themes to look out for in 2019

• 19 December 2018

As 2018 draws to a close, Wood Mackenzie's experts discusses five key themes to look out for in Australasia's oil and gas industry in 2019.

Commodity slowdown in China could be different this time

• 05 March 2019

In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.

Automotive sales trends suggest higher oil demand in medium term

• 04 April 2019

The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).

Debut of the first EU carbon border tax

• 30 January 2023

In December, 2022, the EU reached a provisional agreement on a first-of-its-kind Carbon Border Adjustment Mechanism (CBAM).

Can the rest of the world repel China’s magnetic pull over rare earth metals?

• 19 May 2022

By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.

Learnings from RE+: A sunny outlook for US solar and storage

• 05 October 2023

The Inflation Reduction Act has given a boost to key renewables segments, and their future is looking bright. Our solar and storage experts recap some of the biggest takeaways from RE+ 2023

Asia Pacific corporations hungry for green energy power up for energy transition

• 22 November 2023

Corporate power purchase agreements for renewables are setting new records in 2023 as costs fall and green energy takes off

Tiny drops create mighty oceans: how distributed solar keeps the Puerto Rico grid afloat

• 12 March 2024

Rooftop solar and storage will continue to grow in Puerto Rico, and many more people will benefit from clean energy, energy security, and resiliency against natural disasters

Staying power: how new energy realities risk extending coal's sunset

• 17 July 2025

In this Horizons, we explore a new global high thermal coal demand case, examining the drivers of a higher outlook for coal and what this means for investors, technologies and global climate goals.

Trading cases: tariff scenarios for taxing times

• 21 May 2025

In this edition of Horizons, we explore how the Trump administration's 'Liberation Day' tariffs marked a pivotal moment in global trade, potentially reversing the effects of China's 2001 WTO entry and accelerating deglobalization trends.

Carbon removals: the 'net' in net zero

• 19 September 2024

The world is not decarbonising quickly enough to reach net zero.

Adding fire to e-fuels: are synthetic fuels the key to unlocking growth in hydrogen?

• 11 June 2024

Identifying pathways from legacy fuels into low-carbon alternatives is a perennial challenge for incumbent energy players. Finding the optimal blend of competitive hydrogen costs, CO2 sourcing and policy support will be key.

Call of duties: how emission taxes on imports could transform the global LNG market

• 21 March 2024

In this March edition of Horizons, we assess the carbon intensity of LNG projects around the world and consider the implications of carbon tax scenarios across a range of importing countries.

Chance of a lifetime: can India show the developing world a unique path to net zero?

• 18 January 2024

India’s global profile is soaring. It already boasts the world’s largest population and is forecast to be the fastest-growing major economy over the coming decades. By 2050, it will be the world’s third-largest economy, up from sixth today.

Playing by new rules: how the CBAM will change the world

• 21 September 2023

The CBAM will reshuffle global trade – who will be the winners and losers?

Cross currents: charting a sustainable course for offshore wind

• 17 August 2023

The offshore wind industry is set to scale from around 3 GW of additions outside of China each year to 30 GW by the end of the decade.

The nuclear option: making new nuclear power viable in the energy transition

• 18 May 2023

The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.

Fuelling change: how oil and mining companies can finance the energy transition

• 20 April 2023

How oil and mining companies can finance the energy transition

Avoiding pand-ammonia: how to kick-start a global low-carbon ammonia industry

• 17 November 2022

Ammonia shapes modern life in every way imaginable. As the basis for all nitrogen fertilisers, industrial ammonia has truly changed the world.

Energy super basins: where the renewable, CCS and upstream stars align

• 21 July 2022

The world’s need for sustainable energy is set to change the geography of the oil and gas industry, increasingly entwining it with renewables. The upstream industry of the 2030s and beyond, therefore, must focus on where its synergies with new energies are strongest.

Sea change: navigating the trillion-dollar offshore wind opportunity

• 18 May 2022

Offshore wind is poised to become one of the key technologies powering the decarbonisation of the global economy. Read more.

Security alert: five lessons from the energy crisis

• 21 April 2022

The crisis caused by Russia’s invasion of Ukraine is the most significant shock to world energy markets since the 1970s. Read more.

No pain, no gain – the economic consequences of accelerating the energy transition

• 18 January 2022

Wood Mackenzie’s base-case Energy Transition Outlook sees global temperatures 2.5-2.7 °C above pre-industrial levels by mid-century. To limit this warming to 1.5 °C, in line with the Paris Agreement, the energy transition must accelerate. The world has the means, motive and opportunity to do so.

The blue green planet: How hydrogen can transform the global energy trade

• 27 October 2021

The global energy trade is set for its greatest transformation since the 1970s. Electrification is central to this as countries plough money into renewables to push down emissions and enhance their energy security.

Commit and collaborate: squaring the carbon circle for oil & gas

• 19 August 2021

The commodity price upcycle provides a golden opportunity to accelerate emissions reduction. Read more....

Champagne supercycle: taking the fizz out of the commodity boom

• 15 July 2021

Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.

US coal burn report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

EPSI Mexico

Forecast prices and supply-demand fundamentals for the Mexico power market