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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
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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
Fuelled by public policy and declining battery costs, global electric bus adoption is set to triple by 2025. The Chinese market - the most promising in this sector - will surpass the 1 million e-bus mark by 2023 and reach 1.3 million by 2025, according to new research from Wood Mackenzie.
Chinese president Xi Jinping’s mantra that “houses should be for living in, not for speculation” has been used to allude to the government’s policy to curb rising property prices for the past couple of years. Despite the cooling measures, steel demand in the property sector has shown resilience.
65GW of European onshore wind turbines will reach end-of-design-life by 2028. From 2019 to 2028, an average of 4GW of turbines per year that are reaching end-of-design-life will be lifetime extension (LTE) suitable, according to new research from Wood Mackenzie.
Over 650 GW of new onshore and 130 GW of new offshore wind capacity will be installed between 2018 and 2028. This will consume in excess of 5.5Mt of copper, according to a recent analysis by Wood Mackenzie.
Though set to become the world’s third largest gas producer by 2027, China’s imports will still grow in the long term. One key contributing factor is lower forecast in domestic gas production particularly in shale gas and coal bed methane (CBM), according to recent research by Wood Mackenzie.
Acquisition will extend Verisk’s expertise in commodities intelligence as part of its Wood Mackenzie business
Despite speculation that a No-Deal Brexit would have a severe impact on the UK refining industry, Wood Mackenzie’s analysis indicates that while the sector’s dynamics would shift and margins will narrow, it would not be crippled.
As the tight oil sector continues to mature, producers are looking for ways to optimise their operations, improving efficiency of both production and costs. It's a battle to win back investor confidence. New research from Wood Mackenzie underscores the fact tight-oil operators are no longer chasing growth at all costs. Development strategies have firmly shifted to focus on scale: drilling sections instead of wells, with compressed paybacks, at the lowest possible cost. Many are favouring a “cube” development strategy, viewing it as the most efficient way to capitalise on cost savings.
Commenting on Equinor, OMV and Petoro’s Sputnik discovery, Jamie Thompson, an analyst with Wood Mackenzie’s North Sea upstream team, said: “Despite being small and remote – it lies more than 300 kilometres from shore in the northern Hoop area of the Barents Sea - Sputnik has a high chance of commerciality. The aptly-named field could be a satellite of the pre-FID 440 million-barrel Wisting development, which is just 30 kilometres from Sputnik.
SP Olefins, a subsidiary of SP Chemicals, successfully started up its 650 ktpa steam cracker and was able to produce on-spec olefins.
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