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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Asia Pacific markets powered ahead in 2023, with strong overall demand growth and enormous investments in the power and renewables sector. We explore whether this growth will continue in 2024, or whether there are some fundamental changes underway.
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
Climate policy, commodity prices and corporate strategies
Without a broader global recovery there can be no quick return to pre-crisis levels for many of China’s industrial manufacturers or their demand for energy.
Every data provider is racing to add AI, but no one can rent data that is complete, certified and connected. Join Wood Mackenzie for a briefing on how our rebuilt Lower 48 data is changing benchmarking, inventory and valuation, with a live demonstration of Americas Benchmark and Inventory.
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.
As solar-plus-storage gathers momentum, a new leaderboard tracks the competitive landscape.
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?
Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.
Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.
Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy
Corporate level strategic analysis and portfolio benchmarking of Oil & Gas, Power & Renewables and Metals & Mining sectors to underpin board level decisions.
The world is not decarbonising quickly enough to reach net zero.
Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.
Reports of “the death of OPEC” have proved greatly exaggerated, as the cartel and its allies have shown their continuing relevance this year
Renewables, including wind and solar, are a crucial part of the future energy mix – but a global recession could alter investor attitudes.
After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.
Electrification and low-carbon hydrogen are critical for taking the world towards a net-zero future. But cost pressures and the resilience of fossil fuels will take time to subside. How and what can be done to accelerate the transition?
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.
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?
On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.
The time is ripe for the world's major energy exporters to accelerate the energy transition, and mastering the hydrogen trade could make a difference, says Wood Mackenzie.
The European power market will see its carbon intensity plummet as the region pursues ambitious climate-energy policies but flexibility is key to enable this change, according to Peter Osbaldstone, Research Director, Europe Power & Renewables at Wood Mackenzie.
Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.
Thermal coal prices have been hitting record highs in recent months, driven by the same forces that have stoked many other commodity markets this year
Discover the game-changing potential of artificial intelligence in shaping the future of energy
What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.
AI狂潮下的电力危机：中美数据中心"抢电大战"全解析
全面了解锂电池供应链市场中电池原材料的供需、成本及价格
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