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Explore the themes shaping the energy transition with our monthly thought leadership.
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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.
Nearly 10,000 wind turbine major components will need replacements or repairs this decade, with the vast majority of this O&M activity focused in Europe.
US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.
The region is poised to unlock 270 GW of solar capacity over the next decade
Amid a challenging year for the offshore wind sector, recent setbacks have increased costs but are now also starting to spur vital policy changes. The industry is now in a position to reverse setbacks and advance toward ambitious goals, encouraging greater investments in renewables and job growth over the next decade
This report presents our May 2025 long-term outlook for the power markets of Spain and Portugal. The market report and dataset provide projections out to 2060, commenting on market trends and the changing dynamics of price formation. This outlook incorporates Wood Mackenzie’s Q1 2025 power technology outlooks and latest (May 2025, Strategic Planning Outlook) commodity price forecasts. The report…
We present our May 2025 long-term outlook for the Great Britain power market, with integrated supply-demand analysis and prices to 2060. This outlook incorporates Wood Mackenzie’s Q1 2025 power technology outlooks and latest (May 2025, Strategic Planning Outlook) commodity price forecasts. The report includes capacity projections, supply-demand analysis, market prices, and technology capture…
Demand loss is increasing price cannibalisation and curtailment risk, but asset owners are adapting
Installers grow weary of investing further in marketing strategies amidst a residential market slowdown
As solar-plus-storage gathers momentum, a new leaderboard tracks the competitive landscape.
In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States
The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.
In China transport generates 25% of emissions, in Europe 27% and in the US a whopping 29%. Electric vehicles offer a road to redemption for the sector.
The supply imbalance for critical battery materials is the greatest challenge to transport electrification. Li-ion recycling will have only a limited impact to 2030.
In 2023, Europe's power market stabilized with a milder winter and successful demand reduction measures, while geopolitical events and gas supply restructuring influenced dynamics. Decreased power demand, a drop in commodity prices, and increased renewables contributed to a more resilient market, though challenges persisted with low and negative power prices during abnormal weather periods.
In 2024, tangible opportunities, record-level tenders and strategic shifts in the supply chain set the stage for a rebound from the challenges faced in the previous year
European power and renewables markets enter 2024 with relative stability compared to last year, although challenges arise in transitioning to emissions-free renewables.
Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy
A discussion with Origami Solar and Wood Mackenzie
2023 was a year of fragmentation for the residential solar financing market
Accreditation approaches are evolving rapidly across regions to address challenges including increased deployment of renewables and extreme weather events
In 2023, China achieved record solar export volume growth across all subcomponents, driving manufacturing expansion in emerging markets
A look at the key themes from the conference, including sustainable aviation fuels, investment economics, and routes to carbon reduction
Public chargers are gaining market share, but with Tesla pulling the plug, the impact has sent shockwaves throughout the industry.
Energy access is still a dream for many, including families in Puerto Rico still struggling with an unstable power grid in the aftermath of Hurricane Maria.
With the cost of green hydrogen set to plummet, demand will soar – but policy support and investment of at least US$600 billion is required.
Ambitious European net zero targets, cutting dependency on Russian fossil fuel, regulatory change and growing investor confidence will unlock 42 GW of vital energy storage capacity.
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
Intraday and Day Ahead market dynamics underline the value of real-time data.
After exploring the current crisis and taking a deeper look into Asia’s energy transition, Gavin Thompson gives his take on the five key themes that are shaping the future of energy and natural resources across Asia Pacific.
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