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While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?
Competitive bidding has become the norm in the onshore wind operations and maintenance (O&M) market, pushing price-points down. Meanwhile, operational costs have escalated. How will the industry combat the cost challenge and secure cheaper onshore wind?
Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?
In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.
In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.
Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.
A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture
Wind is one of the cleanest power technologies, but there’s still potential to cut life cycle emissions.
The plastics industry’s impact as a carbon emitter is under increasing scrutiny. Substantial emissions reductions are possible but require an holistic, multi-stakeholder approach.
The onshore wind market in the Nordics is undergoing phenomenal growth. The region’s operational wind turbine fleet will grow by more than 50% in the 2021-2023 period. What's driving the boom?
Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.
The proposed measures will increase demand for wind power across the EU – but strong barriers on the local and national level repress an accelerated wind buildout.
At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.
Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.
The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?
The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.
India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.
In this latest podcast episode from Wood Mackenzie and CohnReznick, we look at the mega trends for clean energy in the corporate world
How can refiners assess the potential ROI of increased petrochemical integration? We explore how S-Oil’s plans to add steam cracking to its Onsan site will affect its competitive position.
Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.
The outcomes of COP26 will be a reality check for gas, providing clarity about a key question for the industry: does the world acknowledge the role of gas as a transition fuel?
US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.
With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.
We use Lens Power to assess the feasibility of this ambitious target.
Continued restrictions on mobility reverberate through to demand for transportation fuels in Asia Pacific.
In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States
A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.
A more mature tight oil sector means investors are looking for value, not just growth. Achieving value will mean limiting reinvestment and reducing production.
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