The Biden administration finalises 45V hydrogen tax credit rules

• 10 January 2025

Learn about the updated 45V tax credit rules for low-carbon hydrogen production and their impact on green and blue hydrogen projects in the US. Discover how these changes affect energy policies and the future of hydrogen in global markets.

Surging power demand raises questions about cost

• 17 June 2024

Generators see big opportunities in the rise of AI. Politicians in the US have concerns about the impact on customers.

AI helps support demand for US gas

• 15 March 2024

US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.

The debate over US hydrogen tax credits is coming to a head

• 19 January 2024

Treasury guidance on tax credits for low-carbon hydrogen has divided the industry. Clarity over the rules would benefit the whole sector.

US Coal Burn Report

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

Power Market Solutions for Traders

• 20 July 2023

Get the forward-looking, trustworthy, real-time data you need to stay ahead of the curve – all in one place.

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

Webinar | European Power | The drive to net zero

• 23 January 2024

As the ambition of European energy policy is crystalised in revised national energy and climate plans, we look at the challenges and opportunities facing organisations operating and investing in the region's rapidly decarbonising power markets. Join Wood Mackenzie's Europe power team as they present the latest long-term outlooks for markets, focusing on the formation of supply, demand and prices.

Webinar | Investing in Africa's energy transition

• 25 September 2024

Join Wood Mackenzie as we explore investing opportunities in Africa's energy transition

Energy transition outlook: UK

• 17 February 2025

The UK has a renewed focus on accelerating its energy transition and bold plans to create a clean energy superpower. But net zero by 2050 is not yet on course.

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.

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.

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

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.

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.

European energy storage markets heating up with total deployments nearing global highs

• 20 November 2018

According to a new report from Wood Mackenzie Power & Renewables, an increasing number of major utilities have made strategic plays by investing in a relatively new European energy storage market over the past two years

Chinese wind asset owners keep their grip on global top 25

• 19 October 2018

Chinese operators remain the leaders of the global wind asset market, according to new research from Wood Mackenzie Power & Renewables.

Should gas resource holders target LNG exports or blue ammonia?

• 15 June 2023

The acceleration of the energy transition means gas resource holders increasingly face a choice: follow the established pathway and develop new LNG export facilities or pivot into developing blue ammonia.

EV charger installations in the US are poised to grow fourfold by 2027

• 28 June 2023

Wood Mackenzie estimates the number of charging ports in the US to reach close to 18 million by 2027, with most chargers in the residential category. However, the residential market share will slightly decline in that period as the public and commercial EV charging segments grow.

US$ 27 billion investment required to mobilise global offshore wind supply chain

• 17 August 2023

The global offshore wind supply chain will require US$ 27 billion of secured investment by 2026 if it is to meet a fivefold growth in annual installations (excluding China) by 2030, according to latest Horizons report by Wood Mackenzie, a global insight business for renewables, energy and natural resources.

Top 15 Global PV O&M firms commanded 115GWdc of monitored solar capacity in 2022

• 02 October 2023

The top 15 global PV O&M providers expanded their overall portfolio for a total volume of 115 gigawatts direct current (GWdc) in 2022, an annualized growth of 13%, according to Wood Mackenzie.

China to hold over 80% of global solar manufacturing capacity from 2023-26

• 07 November 2023

After investing over US$130 billion into the solar industry in 2023, China will hold more than 80% of the world’s polysilicon, wafer, cell, and module manufacturing capacity from 2023 to 2026.

Emissions-free supply expected to rise to 85% by 2030 in Europe

• 29 November 2023

The European power market will see its carbon intensity plummet as the region pursues ambitious climate-energy policies but flexibility is key to enable this change, according to Peter Osbaldstone, Research Director, Europe Power & Renewables at Wood Mackenzie.

Oil & gas Majors share just 8% of global low-carbon hydrogen capacity

• 06 December 2023

Oil and gas Majors have just an 8% market share of announced global net low-carbon hydrogen production capacity, which equates to 102.6 million tonnes per annum (Mtpa), according to latest analysis from Wood Mackenzie. The Majors are focused on getting small-scale projects operational before 2030 to pave the way for industrial scale-up next decade.

Solar Poised for Record-Setting 2023 while Economic Challenges Mount

• 07 December 2023

The U.S. solar industry added 6.5 gigawatts (GW) of new electric generating capacity in Q3 2023, a 35% year-over-year increase as federal clean energy policies begin to take hold.

Data center pipeline capacity exceeds 92 GW by end of 2024, says Wood Mackenzie

• 13 March 2025

The pipeline capacity for US data centers with development activity since 2023 exceeded 92 gigawatts (GW) at the end of 2024, according to a recent report from Wood Mackenzie. The adoption of artificial intelligence is fueling massive capacity expansion for data centers and competition for power. According to the report “US data center pipeline” from Wood Mackenzie, monthly pipeline additions reached 7 GW in the fourth quarter of 2024.

Electric vehicle adoption to slow in US with recent Executive Orders

• 29 January 2025

Recent executive orders in the United States could have profound implications on electric vehicles (EV), slowing down the pace of adoption, according to a recent report from Wood Mackenzie. According to the report, “Trump’s executive orders unsettle electric vehicle and battery markets” policy changes have impacted the EV, battery, and raw material markets in the US and globally. The wide-ranging changes will affect everything from subsidies for consumers to funding for EV charging stations, as well as trade tariffs on imported raw materials.

MISO's generation overhaul and transition towards renewables

• 10 March 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.

EU will miss 2050 climate targets by a decade, without urgent action

• 22 February 2024

Despite ambition across its members, the EU won’t meet climate targets until well into the 2060s, as focus shifts to energy security and economic stability. Renewables and electrification uptake is due to progress steadily, but nascent technologies, such as hydrogen and carbon capture, need urgent action in the forms of investment, demand certainty, and policy commitment.