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Explore the themes shaping the energy transition with our monthly thought leadership.
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This special episode of The Energy Gang focuses on nuclear power. Ed Crooks is joined by Katy Huff, Carl Perez and Melissa Lott. They discuss what’s driving the global resurgence of interest in its potential.
The global solar industry has experienced tremendous growth in the past decade as the annual demand for solar rose year after year while the cost of solar declined significantly. In the 2020s, solar module costs will continue to fall, albeit at a much slower rate. Instead, improvement in module efficiency and power class will propel the declining capex trend forward and ultimately lower the solar levelised cost of energy (LCOE), new research from Wood Mackenzie found.
The next decade is set to deliver more of the same for solar PV, according to Wood Mackenzie.
A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.
We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.
What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.
The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.
Discover how Africa can turn vast natural resources into real energy access and unlock its next phase of economic growth
The US government is starting to buy crude and facing calls for it to manage the oil market, as demand continues to weaken. In this week's Energy Pulse by Ed Crooks.
The loan segment has seen 59% year-over-year growth but rate volatility and the passage of the Inflation Reduction Act (IRA) will shake up the residential solar market mix.
What falling gas and LNG prices mean for solar, wind and energy storage markets around the world in the short and long term.
Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.
Wood Mackenzie’s latest analysis shows over US$5 trillion of investments would be needed for China to reach its pathway for carbon-neutrality by 2060.
The top 10 global solar photovoltaic (PV) inverter vendors accounted for 86% of market share in 2022, increasing by 4% year-over-year since 2021, according to latest analysis by Wood Mackenzie, a global insight business for renewables, energy and natural resources.
Global PV inverter shipments grew by 10% to 589 gigawatts alternating current (GWac) in 2024. Asia Pacific, led by China, accounted for nearly all global growth, while the US and Europe declined.
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
Telsa has overtaken Sungrow as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2023.
Libya’s crude production has slumped, oil CEOs have been debating emissions cuts, and surging LNG supplies has driven down world gas prices. This and more from Ed Crooks.
The Carbon Capture, Utilization and Storage (CCUS) Conference is on October 7-8 2026 in Houston, TX where you will have the opportunity to hear insight on the global CCUS landscape and why the US stands out. Find out how evolving carbon markets and technology will drive CCUS beyond 2030.
US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.
The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.
Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.
What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.
What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.
This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.
Demand growth, technology disruption and geopolitical risk define a pivotal first half for global solar.
As global solar PV markets continue to weather the challenges posed by the coronavirus pandemic, solar PV installations are expected to hit 115 GWdc this year, according to Wood Mackenzie’s latest quarterly market outlook. This is up 5% from the total installed globally in 2019.
The challenges in accelerating the energy transition
Investment in the grid and storage must match renewables growth
The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.
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