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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
Chinese policy pivots and supply cuts mean developers will pay more to procure equipment from Q4 2025
Understand the factors shaping the nation's largest solar segment and steer your organisation towards the biggest opportunities.
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.
Each quarter, Wood Mackenzie Power & Renewables' grid edge team provides a comprehensive executive briefing, including an update and analysis of the key themes and developments you need to know about the grid edge ecosystem, from virtual power plants to EV charging, microgrids and data centers. Each briefing includes a summary of recent investment activity.
PJM’s 2026/2027 Base Residual Auction (BRA) cleared even higher than the previous explosive auction, climbing from $269.92/MW-day to $329.17/MW-day. While certainly higher, known reforms and supply/demand fundamentals made this a more expected outcome. This report dives into the cause of the high price regime the auction currently lives in as well as what to expect in and outside the market in the…
Africa’s energy statistics make for a disappointing read. As world leaders meet this week for the COP29 talks, some 600 million Africans still have no access to electricity and per capita energy consumption remains the lowest globally.
Green hydrogen is expected to be the winner among the ever-widening hydrogen colour palette. Its potential for zero emissions is the attraction, assuming scaling up of this nascent industry delivers molecules that are cost-competitive. What factors could spoil green hydrogen's low-carbon credentials? Could blue hydrogen have lower carbon intensity than green? Are there solutions that green hydrogen developers can fix?
Can the rest of the world compete with China?
Climate policy, commodity prices and corporate strategies
Investment in the grid and storage must match renewables growth
The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.
The US takes a lead by incentivising equipment manufacturers.
Flor De la Cruz, principal analyst, and Bridget van Dorsten, senior research analyst, are quizzed by Simon Flowers about the outlook for low-carbon hydrogen supply in Europe.
On this week's The Edge, Simon Flowers examines how the Russia-Ukraine war is changing energy markets.
As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.
Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.
It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded
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
For passenger and light freight vehicles, electric options are available and becoming more competitive. But long-distance road transport faces an uphill struggle
The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.
The European Commission plans radical change to cut EU emissions to zero by 2050, with potentially huge implications for energy companies. This and more from Ed Crooks.
What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.
What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.
Geothermal sits with hydrogen and CCS as a future energy play. Could EGS and AGS geothermal systems support our AET-1.5 and AET-2 projected electricity demand?
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 energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
Can China’s electric vehicles spark a BEV revolution in Europe and the US?
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.
Generators see big opportunities in the rise of AI. Politicians in the US have concerns about the impact on customers.
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.
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