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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Is LNG really a cleaner alternative to coal? Explore the latest findings on lifecycle emissions and discover why US LNG could be a crucial player in global decarbonisation efforts.
V2X propositions – including vehicle-to-grid (V2G) – have faced barriers to commercialisation but 2025 should see major progress
Which refineries are at risk of closure by 2035? Explore the key threats to global refining, from carbon costs to market shifts.
We examine the key factors behind the incident and assess the current energy landscape of the region.
A closer look at exemptions and their limits in a sharply changing trade environment
Rising demand and the push for low-carbon production are reshaping the aluminium industry
Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
Exploring the investment outlook for Europe’s leading power and renewables companies
Metals and mining are at the heart of the global transition – but trade wars, cost inflation and volatile demand are rewriting the rules. The winners will be those who act now.
Chinese OEMs are set to capture two-thirds of global wind installations as western competitors retreat to core markets
Pinpoint opportunities with Wood Mackenzie’s Lens Subsurface tool.
How shifting government priorities could stall electric vehicle adoption and reshape the global battery market
A healthy project pipeline, strong policy support, plentiful funding and a surge in drilling signal ongoing market growth.
From the Majors to OPEC+ … and the key topics in between.
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
Persistent overcapacity, weak demand, and sustainability pressures force closures and reshape the global competitive landscape.
How will markets for CCUS, carbon offsets and removals develop over the long term?
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
The European Union's initiative takes effect in 2025.
Persistent tariffs, equipment shortages and shifting trade policies are straining the US power sector’s ability to deliver new capacity
The sector must adapt to survive in a world seeking to balance the trilemma of energy security, affordability and sustainability.
Analysing levelised cost of electricity (LCOE) developments in 2025 and beyond
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.
In December, 2022, the EU reached a provisional agreement on a first-of-its-kind Carbon Border Adjustment Mechanism (CBAM).
By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.
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