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Explore the themes shaping the energy transition with our monthly thought leadership.
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Capital allocation trends and what to look for from the Majors, the US and International Independents and the NOCs in the year ahead.
In our recent series of Energy Transition Outlook webinars, our experts explored how innovation, investment and geopolitics are reshaping the path to net zero
Budget pressure. Brownfield rejuvenation. Business model shifts. Our global and regional experts share their view of the key themes shaping the upstream sector in the year ahead.
Halfway through 2026, our experts assess how geopolitical shocks, localisation mandates and shifting technology economics are redrawing the global cleantech supply chain.
This will be a year of reckoning for the hydrogen sector.
Turbulence, trade challenges and technology are set to be key themes for metals and mined commodities in 2026.
Innovative technologies underpin an accelerated market expansion
Gigafactory capacity optimisation, Chinese industry regulation, next-gen batteries and humanoid robots are amongst the key trends to watch this year as the EV sector finally comes into its own.
After years of testing and incremental deployment, autonomous electric vehicle (AEV) fleets are reaching an inflection point, and the catalyst isn't just technological advancement
A landmark deal reunifies Syria’s energy system and reshapes its oil and gas outlook
Could lower gas prices restore European industrial competitiveness, or will policy, regulation and security of supply issues get in the way?
Moderate hedge volumes combined with historically low strike prices are limiting upside as crude prices approach $100/bbl.
Key insights for E&P firms on unlocking Rockies gas potential
A temporary reprieve on tariffs offers cost relief, but policy volatility continues to cloud long-term energy investment decisions
Rising global regulations are forcing companies to confront hidden labour risks across increasingly complex supply chains
A surge in cross-category acquisitions is reshaping supplier dynamics and influencing how utilities allocate and manage spending
New regulations across six dominate themes are reshaping data centres’ access to power, risk and responsibility worldwide
What investors and stakeholders need to know about the rapidly evolving investment landscape for clean energy
As the voluntary carbon market refocuses on quality over quantity, the oil and gas sector must take a proactive approach to credit procurement.
Though most global data centres do not run on clean power today and hyperscalers are unlikely to sacrifice market share and growth for decarbonisation, several pathways are promising
What oil and gas firms need to know about the new wave of unconventional plays.
Key insights from Wood Mackenzie’s Solar & Energy Storage Summit 2026 on grid constraints, load growth and the race to scale renewables
A curated selection of upstream insights highlighting key global developments for regional operators
Insights from Wood Mackenzie and our trading panel at the Gas, LNG & The Future of Energy Conference.
A strategic outlook on market resilience across three diverging scenarios
In our upstream and corporate mid-year check-in, we look at how booming profits have shaped the sector in H1 and tell you what to expect in H2.
While traditional upstream exploration metrics since the turn of the millennium tell a story of decline, diving deeper into the data tells a different story. Activity levels in terms of conventional exploration and appraisal spend and number of wells drilled may be lower, but exploration is firmly on the up.
The growth of nuclear power is creating a multi-trillion-dollar investment opportunity, but fuel supply constraints and geopolitical risks will determine how quickly the market can scale
US wind developers are accelerating construction to secure expiring federal tax credits, but permitting delays and a weakening project pipeline threaten growth beyond 2030
Traders need to be alert to a range of factors, from ongoing supply chain disruption and the possibility of recession to the uneven impact of the AI boom and a weakening Chinese economy.
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