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The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
US residential solar finance is taking a hit in 2020 due to Covid-19 impacts.
Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.
Utility-scale solar PV is likely to remain the most economically competitive electricity source in the US
A report with highlights from Wood Mackenzie's energy transition practice including green hydrogen, carbon capture, offshore wind and building electrification.
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
A case study of the packaging sector shows the challenges facing packaging companies in building truly sustainable supply chains.
Offshore wind in the US has lagged behind Europe, where in some countries projects are now economically viable without special subsidies. The US industry faces a different set of challenges, but state policies and the federal Investment Tax Credit have created the conditions for what could be a boom over the next few years.
Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.
The Asia Pacific power generation market will attract US$1.5 trillion of investment in the next 10 years. So what are the opportunities in the world’s fastest-growing power market?
Gain unique insight into North American power markets with our real-time coincident peak alert and reporting service.
Leverage our quantifiable predictions about congestion events across the US power grid to develop and strengthen congestion trading and hedging strategies.
The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.
Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.
As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.
Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7
Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments
Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.
In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority
Anticipate wind-related congestion and power price volatility, with accurate wind power generation forecasts and expert market analysis.
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The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.
In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?
Proposed non-wires alternatives are still often deemed either more expensive or less reliable than the conventional reinforcement option
The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
Today there are only 15 commercial wind leases in the , and a number of them are held by the same group of companies
The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?
An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.
With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.
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