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Explore the themes shaping the energy transition with our monthly thought leadership.
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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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How shifting government priorities could stall electric vehicle adoption and reshape the global battery market
The updated Directive (RED lll) sets ambitious targets, but without clearer enforcement its impact risks falling short
Near-term impacts are muted as projects rush to meet tax credit deadlines
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
We’ve crunched the data to see if the firm can deliver on its ambitious targets for integrated power
A deep dive into the interconnection queue and new resource behaviour in ERCOT exposes potential trading opportunities
Rapid growth in these often-massive facilities is having a major impact on the evolving US and global tech and energy landscape
Chinese policy pivots and supply cuts mean developers will pay more to procure equipment from Q4 2025
Exploring the drivers behind the electric T&D equipment shortage - and the path to restoring balance
Persistent tariffs, equipment shortages and shifting trade policies are straining the US power sector’s ability to deliver new capacity
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
Key takeaways for power traders
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Analysing levelised cost of electricity (LCOE) developments in 2025 and beyond
Can the power sector cope in the face of an unprecedented rise in global demand?
Our experts break down the biggest learnings from Wood Mackenzie's recent Hydrogen Conference, which took place 12-13th November in London this year
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
The path to affordable wind energy runs through sustainable supply chain margins, not around them
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Our global and regional experts share their view of the key themes shaping the power and renewables landscape in the year ahead.
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Can the wind industry maintain its momentum?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
Will data centre-driven power demand keep nuclear in the spotlight in 2026? Read our analysis of how regulatory and permitting reform and new project FIDs could put momentum behind a nuclear renaissance.
After a challenging year for global solar markets, is the year ahead looking brighter?
Exploring supply chain themes across all major clean technologies, including solar, wind, battery, green hydrogen, nuclear and grid infrastructure.
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