Lens Energy Transition Scenarios

Trusted modelling capabilities to navigate the energy transition

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A strategic view of the energy transition

Geopolitical tensions and trade barriers conflict with low-carbon initiatives to create unprecedented uncertainty in the energy transition. Educated guesses and historical trends are now insufficient to drive effective scenario planning, capital allocation and risk-mitigation strategies.

Get the data and analysis to chart your strategic course through the transformation of the energy landscape with Lens Energy Transition Scenarios. Compare four proprietary scenarios, access integrated intelligence across 55 fuels and technologies, analyse investment requirements, and assess the development of over 260 emerging technologies. 

Features and workflows

Lens ETS delivers Wood Mackenzie’s trusted research and modelling capabilities to navigate the energy transition in a single platform.

Key features of Wood Mackenzie's Lens Energy Transition Scenarios:

  • Compare four independent, proprietary scenarios examining different pathways to the energy transition 
  • Analyse the investability of each scenario by technology and market 
  • Download bulk data with API access as standard 
  • Collaborate with colleagues by saving and sharing views
  • Get an integrated view by layering on other Lens products for a more in-depth analysis across commodities and technologies

Wood Mackenzie's Lens Energy Transition Scenarios provides data up to 2060 on:

Scenario analysis 

  • Four independent scenarios: base case, country pledges, net zero, and delayed transition 
  • 55 fuels and technologies across 100+ markets 
  • Gross and sector-level emissions by fuel type, country-level net emissions 

 

Investment & transition research 

  • $72T-$117T investment analysis across scenarios  
  • GDP impacts and economic modelling 
  • Carbon price outlook and policy database 

 

New technologies assessment 

  • 260+ technologies assessed across 6 key metrics 
  • 15 key technology themes, including hydrogen, advanced nuclear, enhanced geothermal 
  • Quarterly outlooks for bioenergy, geothermal, nuclear, CCUS, hydrogen 

 

Data access & platform features 

  • Visualisation and collaboration tools 
  • Interactive dashboards and map layers 
  • In-depth analysis with scenario comparison and benchmarking capabilities 

Wood Mackenzie's Lens Energy Transition Scenarios enables a number of key workflows enabling you to:

  • Assess transition risks and opportunities across different scenarios
  • Build strategic views using integrated energy transition modelling 
  • Explore cumulative and annual capex requirements with debt-equity splits 
  • Access investment analysis showing the cost of transition to different markets and sectors 
  • Forecast power generation, fuel inputs, and capacity requirements 
  • Track carbon policies and price outlooks with quarterly updates 
  • Stay current on transition drivers and events through rolling updates 

Why choose WoodMac's Lens Energy Transition Scenarios?

Comprehensive - Detailed data, consistent to the most granular level, combined in a single platform with market reports that cover all demand sectors and supply types. 

Integrated - Regional detail that builds an interconnected global view incorporating assets, market analysis, and modelling insights that empower decisions.

 

Dive into energy transition scenarios

Use our interactive demo to discover how Lens ETS can help you explore different pathways to the energy transition. Compare scenarios, customise charts and maps, filter data by market, product or sector, and access new exclusive content.

Frequently asked questions

Here you’ll find answers to the most common questions you may have on Wood Mackenzie’s Lens Energy Transition Service. If you have any other questions, get in touch. 

The Strategic Planning Outlook (SPO) & Investment Horizon Outlook (IHO) are both updated annually, and Lens ETS customers will have access to all related insights and reports. 

When updates are released, customers are invited to attend webinars to interact with our analysts as they discuss changes to the base case. 

  • What is the outlook for low carbon power?   
  • How might the generation mix change under alternative scenarios? 
  • How does oil and gas demand differ under each energy transition pathway scenario? 
  • Which sustainable energy technologies should be invested in? 
  • How to decarbonise supply chain and operations? 
  • What technologies are on the horizon and how to analyse them?
  • How much will biofuels play a role as a bridge to a clean energy transition?

You get direct access to our expert analysts  and their unparalleled level of depth and understanding of the energy landscape, allowing you to analyse and understand the critical technologies that will lead the energy transition.

Contact an expert

Gain a strategic view of the energy transition from trusted research and modelling capabilities with Wood Mackenzie's Lens Energy Transition Scenarios.

Contact an expert today to discover how you can leverage integrated energy market insights underpinned by extensive expertise, proprietary models and robust market knowledge.

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