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Global solar operations and maintenance spend is on track for a fourfold increase by 2030 – but low margins could deter new market entrants.
Policymakers cash in, consumers pay out and asset owners look to balance risk with reward as offshore wind power market trends flip.
Three key trends from the latest grid edge quarterly briefing.
The gang explores where investors are putting their money, the state of the economy and the impact of the IRA on investment into power and renewables
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
Ed Crooks is joined by Samantha Gross from the Brookings Institution and Joseph Majkut from the Center for Strategic and International Studies to discuss COP27, the Kigali Amendment and the latest on European leaders calling for a price cap on Russian oil.
Flagship climate policy in the EU and the US could give hydrogen the jumpstart it needs.
What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?
The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.
We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.
David is joined by Manik Suri from Therma, a tech start-up that builds safety and sustainability tools to eliminate food waste and improve energy efficiency. They are focused on solving this often overlooked but important piece in the energy transition puzzle.
A preview of our Energy & Natural Resources Summit: APAC
On the podcast we explore how traditional super basins can and must transition to new ‘energy super basins’; a mix of plentiful renewable electricity, established oil and gas resources and hub-scale CCS.
The gang discuss The Inflation Reduction Act. Is the bill an indication the energy transition is finally getting the momentum it needs? What new technologies will benefit?
The upstream sector has long analysed cash margins on a per barrel of oil equivalent (boe) basis. Our new cash margin metric – operating cash flow per gigajoule equivalent (GJe) – goes beyond traditional comparisons, and shows how offshore wind can come up trumps.
A deep-dive into the supply-demand, cost, supply chain, tech and policy trends for battery storage
Understanding the implications of the intermittency of renewable energy is essential for energy market participants
Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.
Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.
Wood Mackenzie continues to support improved energy access and energy security in Puerto Rico through our partnership with Let’s Share the Sun.
Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.
The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation
The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.
How these major US electricity grid operators are using new policies, planning and technologies to improve their services
Top residential solar installers see market shares decrease
Solar has a strong growth outlook, but many uncertainties lie ahead
The world will have 5.7 TWdc of solar by 2033, largely driven by China
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
In this bonus episode from Distributech, Ed is joined by Quinn Nakayama, from Pacific Gas and Electric Company (PG&E). They have an in-depth discussion on how the rise in EVs is forcing utilities to rethink infrastructure, optimise energy use, and plan for a very different future.
Policy support is key to unlocking the potential for bioenergy by de-risking aspects of the value chain.
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