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Explore the themes shaping the energy transition with our monthly thought leadership.
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In depth analysis of the energy transition and the path to a low carbon future.
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Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.
On August 24, the Department of Energy released their "Staff Report on Electricity Markets and Reliability," which some thought would provide a strong endorsement of the value of baseload coal. This was not the case.
With the Paris Agreement ratified, it would seem that coal-based energy is facing its terminal decline. But the story isn’t that simple.
As captain of the EPA ship, Scott Pruitt, President Trump’s nominee for the agency’s administrator, is unlikely to run it aground by dismantling current regulations.
Will commodity price and global demand remain subdued, and will carbon-constraint policies restrict outputs?
We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.
President Trump is reviewing the US commitment to the 2015 Paris climate agreement (known as COP21). How will his actions affect the global coal market?
Global in-depth coverage of the metals and mining industry to inform your investment strategy.
The Environmental Protection Agency has filed an appeal after a judge ruled the agency had failed to adequately evaluate coal industry job losses.
We assess an unofficial review of emissions allowances which offers a glimpse of the country’s carbon trading scheme.
Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?
UK and EU energy policies risk undermining energy security and economic growth by discouraging domestic oil and gas investment, increasing reliance on costly imports and jeopardising net zero goals. Discover how regulatory uncertainty, high taxes and declining North Sea production threaten the future of Europe’s energy transition.
Republican control in the US will move energy policy away from net zero targets, but President-elect Trump’s full agenda will face political and market opposition according to Wood Mackenzie analysis.
Despite resilient markets, instability presides over the future of coal as energy transition efforts accelerate and regulations tighten on emitters
After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.
Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.
Exploring the outlook for coal considering geopolitical shifts, the gathering pace of the energy transition and the technologies upon which decarbonisation will rely.
How dependent is the world on Russian coal exports? Can alternative suppliers easily take Russia’s place? And how will sanctions impact prices?
US utility-scale solar: will policy power a rebound?
The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
A preview of our Energy & Natural Resources Summit: APAC
Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.
War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. While the precise timing and implementation of future bans on Russian commodity imports are difficult to predict, a rewriting of energy trade flows is now underway.
Without action, a disorderly energy transition across Asia Pacific is looming.
We touched on a number of issues this year with our new thought-leadership series. Post-COP26, it's time to review the articles and put them in recent context.
President Xi Jinping announced that China will end coal investments overseas.
Wood Mackenzie believes that Chinese authorities could allow customs clearance of stranded Australian thermal coal. In addition, the local governments in Yulin region of Shaanxi province and Inner Mongolia have announced yesterday that they will be increasing coal supply to meet demand.
The GB power market has been hit hard by a painful combination of high commodity prices, pre-winter levels of availability and low wind output.
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