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China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.
Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.
Amidst increasing global solar capacity, new industry players, transitions in cell technology, and the rising cost of polysilicon are behind supply chain challenges in APAC
A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.
China accounted for 65% of global wind capacity in 2023, which pushed four Chinese wind turbine original equipment manufacturers (OEM) into the top five global rankings, a first for the sector. With a record of 16.3 gigawatts (GW) capacity installed, Goldwind maintained the leading position for the second consecutive year.
A deep-dive into the supply-demand, cost, supply chain, tech and policy trends for battery storage
Join host David Banmiller and Dan Goldman from Clean Energy Ventures as they explore potential solutions to accelerate investments in clean energy and technology.
Egyptian LNG import capacity will arrive ahead of peak summer demand
If high interest rates persist, transitioning to a net zero global economy will be even harder and more costly. The higher cost of borrowing negatively affects renewables and nascent technologies, compared to more established oil and gas, and metals and mining sectors, which remain somewhat insulated.
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.
Host David Banmiller is joined by Haresh Kamath from EPRI to discuss the dynamic outlook of EVs, including market sentiments, the role of battery economics and the potential game-changers like solid-slate batteries.
Simplified tariffs will facilitate supply optimisation and gas-on-gas competition
Australia's oil & gas landscape has experienced a turbulent last 12 months - seeing the most unstable legal and fiscal environment for over a decade. But how will the country 'ride the rollercoaster' and remain committed to its net zero target?
Join us at our webinar in partnership with the Asia CCUS network where we discuss CCUS policy efficacy and ecosystem dynamics in APAC.
The big problem with EVs is that they are too expensive. Chinese manufacturers are solving that, and posing a growing threat to companies in the US, Europe and Japan. The pressure to protect domestic industries is growing.
Global wind turbine order intake hit new highs in 2023 with 155 gigawatts (GW) procured for the year, an increase of 16 GW from 2022.
Ancillary services are crucial for reliable and safe operation of a power system. Redesign of such markets in Asia Pacific could kickstart the uptake of grid-scale batteries in the region.
We are joined by Andrew Symes, founder and CEO of OXCCU. They’re developing a more efficient way of converting CO2 and hydrogen into hydrocarbons, potentially a monumental step towards more scalable and environmentally friendly fuels.
On this Horizons Live, our panel dive into the hydrogen rainbow and explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.
Battle for the future 2024: Plummeting solar costs remake the power landscape in Asia Pacific Will renewables capex continue to drop? Has cost inflation peaked? Can Chinese non-solar power technologies expand beyond its borders to offer a competitive edge in the Asia Pacific sub regions? Can offshore wind be competitive? How long will it take before it becomes competitive with conventional power technologies? Can new clean fuels such as green hydrogen and ammonia compete against other power sources in the future? What will it take?
More than 100 gigawatts (GW) of global renewable energy capacity is expected to be tendered in 2024. With more than 60 GW to be offshore wind, the overall volume is set to grow as the year progresses and will match 2023 levels.
Can the rest of the world compete with China?
Plummeting Utility PV solar costs beat coal power to emerge as the cheapest power source in the region
伍德麦肯兹:新能源电力海外投资发展
Unique and reliable intelligence on refinery operations in the Asia-Pacific region.
Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.
What does the path to net zero look like in world's largest market for oil, gas and coal?
The implications of no LNG carriers transiting through the Red Sea and Suez Canal
US product exports to Europe advantaged as Middle East/West Coast India exports are challenged by Red Sea disruption
How India fuels its future growth
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