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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.
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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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An integrated view of global renewable and conventional power data and insights across projects, technologies and markets.
Maximise investment opportunities across the hydrogen, ammonia and methanol value chain.
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Identify advantaged barrels and support critical investment decisions with an integrated view of commercial and technical data.
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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
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Trusted modelling capabilities to navigate the energy transition
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This white paper provides insight into maximizing the potential of solar-plus-storage.
Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?
An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.
We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?
What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.
Bolivia holds one of the world's largest lithium reserves, yet decades of state control and political hurdles have left it largely off the global map. With the 19 October presidential election between two candidates advocating lithium production, the country faces a pivotal moment for its lithium future.
This report analyses the supply chain of the global energy storage industry, focusing on China, Europe and the United States. The report highlights key trends for battery energy storage supply chains. It covers battery energy storage systems, battery cells, energy storage software and battery raw materials prices. The report will help clients understand the market opportunities and supply…
Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.
Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?
With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.
As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?
The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?
Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?
What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.
The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.
Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?
Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?
Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?
Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.
With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?
Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.
The latest IPCC report calls for raised climate ambitions, but what are the real-world implications? What it would take to meet the goals of the Paris Agreement?
Hydrogen is a key element of our future fuel mix. It could play a crucial role in the energy transition. Will COP26 give hydrogen the support it needs?
Brownfield investment opportunities are emerging in Nigeria as international oil companies accelerate energy transition strategies and divest non-core assets.
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?
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
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