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News and insights
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Global energy market analysis and strategic insights
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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Analysis of CCUS and offset opportunities to shape decarbonisation strategies.
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Trusted modelling capabilities to navigate the energy transition
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Opportunities, risks and the changing growth profile of distributed energy resources in the US
Choices regarding tax incentives can have significant consequences for overall profitability.
How will ERCOT cope with Texas’ rising energy demands and the complex challenges that come with a rapidly evolving energy landscape?
The South Atlantic region experienced significant volatility during summer 2022 due to extreme heat, unexpected pipeline constraints and higher than normal dependence on natural gas power.
What are the current topics creating a buzz for major US electricity grid operators?
The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector
Installers grow weary of investing further in marketing strategies amidst a residential market slowdown
How should this news affect your winter trading decisions and congestion expectations?
A decarbonized future powered largely by renewable electricity generation depends on a reliable grid, especially the transmission grid.
Supply chain constraints have alleviated, sparking the largest year of solar installations in the US by far.
As solar-plus-storage gathers momentum, a new leaderboard tracks the competitive landscape.
The inflection points we see across the production, exploration, sustainability and M&A themes.
Market repercussions if no new pipelines were to be built in the US Northeast
Western OEMs reduce the pace of NPI and focus on product standardisation while Chinese peers continue the frenetic pace of new turbine introduction
North America’s energy transition could be longer, more expensive and more politically contentious than previously predicted
Solar power installations are on the rise globally
Read on for developments in carbon policy coming out of the US, UK and EU
A discussion with Origami Solar and Wood Mackenzie
2023 was a year of fragmentation for the residential solar financing market
Understanding the implications of congestion is crucial for participants in the dynamic energy market
Accreditation approaches are evolving rapidly across regions to address challenges including increased deployment of renewables and extreme weather events
Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.
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.
Booming data centre build-out is a key driver of resurgent US power demand.
The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?
The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.
The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.
The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.
Changing dynamics in US power and gas markets have led our team to take a more bullish view of how gas prices develop. Simon Flowers asks Eugene Kim, Massimo Di Odoardo from our Global Gas team and Gavin Thompson about their thinking and the implications for the LNG market.
Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.
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