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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.
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?
Our global events bring together influential decision-makers from the energy sector.
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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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凭借WoodMac独一无二的观点与分析，快速挖掘市场投资机遇
通过WoodMac中短期、长期市场预测，评估墨西哥天然气、电力与可再生能源未来趋势并实现可行且可靠的商业决策
能源转型服务
U.S. Solar Market Insight™（美国光伏市场研究）由Solar Energy Industries Association® (SEIA®)与Wood Mackenzie电力与可再生能源事业部联合撰写，以季度报告与年度报告的形式发布深入光伏市场的研究分析与预测
专注于美国储能市场的研究分析
Power & Renewables Leverage industry-leading research to grasp the opportunities and overcome the challenges surrounding decarbonisation, energy decentralisation and the transformation of the power sector. Drive strategy and invest with purpose Navigate the complexities of the energy market a...
挖掘储能市场的发展机遇
透过数据、分析与预测，发掘并评估全球海上风电产业新机遇
Read the English version 伍德麦肯兹最新发布的报告《价值优先：反内卷助力中国电动汽车及电池供应链焕新》指出，中国需再度应对“内卷”问题。“内卷”是中国特有的概念，指企业通过过度降价、盲目扩产等方式开展不可持续的竞争，这可能导致行业发展停滞、经济陷入困境。 伍德麦肯兹研究分析师杨映池表示：“中国已在汽车和电动汽车行业全面倡导“反内卷”，政府针对电动汽车行业或将采取更为精细的策略——将市场调节与政府引导相结合，在淘汰低质产能的同时，保持行业的增长势头。 伍德麦肯兹研究分析师张琪悦称：“2025年第一季度，汽车行业利润率降至3.9%，电动汽车价格同比下跌5.8%。这些措...
了解影响美国户用与商业光伏市场的发展，实现对未来发展机遇的把握
了解全球及当地风电市场的供应链搭建与发展趋势
实时掌握光伏组件市场供需平衡、零部件价格与终端市场运输情况
了解政策、技术、市场格局及燃料价格对电价、需求及电网建设的影响
为您的商业决策辅以及时、深入且独一无二的数据及分析
了解影响光伏市场发展的主要因素，主动把握发展机遇
了解影响美国公共事业规模光伏项目发展的因素，主动把握发展机遇
The level of uncertainty and anxiety among upstream producers and supply chain has rarely been higher. In 2020, decision-making will be more heavily influenced by sentiment surrounding the energy transition, political upheaval and trade disputes than in previous years. This adds to the ever-present risks of unexpected supply-demand imbalance, niche cost inflation or a global economic downturn. What are the biggest trends to watch in the upstream oil and gas business in 2020? Fraser McKay, head of upstream analysis at Wood Mackenzie, sees five key themes.
Chinese polyester market growth is expected to sit at just below 3% in 2020, a marked decline from the strong growth seen between 2018 and 2019. This dip in performance is mainly due to slashed growth for bottle-grade PET, according to Wood Mackenzie.
The gas transit and supply contracts between Russia and Ukraine expire at 10 am on 1 January 2020 (Moscow time) – the future of Ukraine transit remains the largest uncertainty for global gas markets in 2020. Murray Douglas, director, European gas at global natural resources consultancy Wood Mackenzie, said: “Ukraine remains the major transit route for Russian gas into Europe – over 76 billion cubic metres (cm) will be transported via Ukraine this year."
Wood Mackenzie has identified five themes related to project sanctions, exploration, M&A, energy transition and IMO 2020 that will impact Asia Pacific’s upstream industry in 2020.
According to a new report by Wood Mackenzie, China’s wind repowering market is expected to take off from 2023. More than 21 gigawatts (GW) (cumulative capacity) of China’s wind turbine fleet is expected to be repowered over the next 10 years (2019-2028).
Project cancellations and delays connecting planned projects to the electric grid will lead the US microgrid market to contract 17% from its 2018 peak by the end of this year, according to new research from Wood Mackenzie.
Chevron has given the green light to the Anchor development in deepwater US Gulf of Mexico. This is Chevron’s first greenfield final investment decision as an operator since its sanction of Big Foot and Jack/St Malo in 2010.
Talos Energy, in its pursuit of growth in the US Gulf of Mexico, has announced a series of purchases, worth $640 million assets in the region
2019 has been a year of successes within the recycled PET (RPET) industry.
Installers have already shared anecdotes about growing residential storage volumes in California, and Wood Mackenzie expects a large uptick early next year as marketing efforts for solar-plus-storage started earlier this year bear fruit.
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