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News and insights
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Global energy market analysis and strategic insights
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.
Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions
Investment in next generation nuclear capacity could prove to be a crucial component of net zero strategies.
This week’s COP26 briefing highlights three big implications we see for the power sector as a result of the conference
Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?
The geothermal sector shifted strategic focus from expansion to execution in Q3 2025, as policy support, technological innovation and surging data centre demand converged to reshape the market. Industry attention concentrated on advancing the existing project pipeline and testing technologies to improve project maturity, with fewer new project announcements reflecting this strategic pivot.
Our supply outlook has been revised up this month, driven by upgrades to US Lower 48 oil and NGLs. The upgrades are partly offset by some downward revisions to OPEC+ through H1 2026. The OPEC+ group agreed on 2 November to unwind 137,000 b/d of the 1.65 million b/d voluntary cut in December, for a third consecutive month. They also agreed to pause unwinding in Q1 2026 due to an expected…
Following CATL's unveiling of a Na-ion battery on 29 July, we question what's special about sodium-ion cells, and the future roles for this Li-ion alternative.
There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.
Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery offshore Cote d'Ivoire
Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.
The Chemicals and Polymers Conference discussed base chemical and polymer markets, emerging technologies, and discussions on the hot topics facing the industry.
With demand for renewables rising rapidly, the future looks bright for solar photovoltaics (PV). But there is a potential ‘Catch-22’ situation for asset owners.
The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?
Polymer value chains currently account for 4% of energy related GHG emissions, and this figure is set to rise to 10% by 2050 as plastic demand rises to meet the needs of the rising global middle-class.
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Global energy storage deployments will almost triple year-on-year, nearing the 1TWh mark by 2030. What are the drivers of energy storage across the world?
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
We examine the project economics of offshore wind assets using Lens Power Valuations
Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
If the world pursues a 2 °C decarbonisation pathway, a supercycle could exist across a broad spectrum of mined commodities. But how will it happen, if at all?
The global wind power market outlook has been boosted by an almost 70 GW upgrade quarter-on-quarter. China accounts for almost 70% of this upgrade.
Lower revenue is putting pressure on investor returns, but reductions in subsidies are likely to help drive accelerated growth in the offshore wind industry.
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in the year ahead? Which risk factors are top of our watchlist? Read ‘Oil markets: 5 things to look for in 2022’ to find out.
Recent graduates Millie Ramsell, Anna Pritchard, Harry Cusden and Emily Hopper joined WoodMac in 2021 through our partner Pareto Law.
Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.
Global solar operations and maintenance spend is on track for a fourfold increase by 2030 – but low margins could deter new market entrants.
CCUS and hydrogen are energy transition hot topics – but will they live up to their huge potential? The picture will get clearer this year.
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