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What does Wood Mackenzie’s new unique Supply & Demand modelling reveal about trading opportunities over the next 18 months?
Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.
Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.
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.
Can the region deliver secure, advantaged supply to Europe?
The Caspian region risks facing an upstream investment crisis in the 2020s that could shape the strength of hydrocarbon-dependent economies like Azerbaijan and Kazakhstan for decades to come.
Global maritime trade set to grow by more than 40% by mid-century.
From the coronavirus lockdown to economic meltdown, Peter Martin explains why we’re downgrading our economic outlook for 2020 as a result of Covid-19.
With extreme power market volatility and price fluctuations which cause uncertainty in trading and asset valuations, the need for price forecasting at a nodal level has never been greater
The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.
The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?
Tesla's Powerwall 3 shakes up the residential inverter supplier market
Shipments of equipment from Cambodia, Malaysia, Thailand and Vietnam have virtually stopped. Development activity has stalled for most of the industry. What are the impacts of the anticircumvention investigation on each segment of the industry?
China’s EV surge is redefining global battery dynamics and setting the pace for the next phase of electrification
Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?
From exploration in the deepwater Atlantic margin to LNG momentum and licensing rounds, a look at key themes this year.
Russian waterborne product exports see substantial cuts, will crude loadings be next?
Drawing from our strategic planning outlook, we offer five key things to know about how the market will develop for this versatile gas
With COP28 recently completed in the UAE, there is elevated interest in progressing diverse clean energy strategies in the MENA region.
The US bets big on nuclear with an $80 billion Westinghouse deal - can this new wave of reactors deliver where past projects stumbled?
Opportunities, risks and the changing growth profile of distributed energy resources in the US
A month into the role and Nigeria’s new president, Tinubu is already having a significant impact on the economy
Achieving India’s decarbonisation target by 2070 is possible, but renewables and emerging technologies must scale rapidly.
At this year’s Coal and the Future of Energy Forum in Brisbane, panellists Bob Mckerrow (Thiess), Erik Isokangas (Mining3) and Rory Simington (Wood Mackenzie) discussed the challenges of decarbonisation within the mining industry. We break down some of our biggest takeaways.
Flexibility is being built into the gas supply chain, having far-reaching implications for the global LNG industry.
The firm is undertaking a strategic review of its weakest integrated refinery-petrochemical site.
This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.
Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.
In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.
In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?
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