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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?
Our global events bring together influential decision-makers from the energy sector.
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Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.
The Chemicals and Polymers Conference discussed base chemical and polymer markets, emerging technologies, and discussions on the hot topics facing the industry.
With demand for renewables rising rapidly, the future looks bright for solar photovoltaics (PV). But there is a potential ‘Catch-22’ situation for asset owners.
China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?
China’s wind and solar targets are set for 2030. 408 GW of new capacity will be added from 2021 to 2030, of which 82% will come from onshore wind.
The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?
Polymer value chains currently account for 4% of energy related GHG emissions, and this figure is set to rise to 10% by 2050 as plastic demand rises to meet the needs of the rising global middle-class.
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Global energy storage deployments will almost triple year-on-year, nearing the 1TWh mark by 2030. What are the drivers of energy storage across the world?
SB Energy, a wholly owned U.S. subsidiary of SoftBank, has confirmed a record purchase of long-duration iron flow batteries from U.S. manufacturer ESS.
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
Public policy, solar-plus-storage and rapid adoption of electric vehicles are supporting behind-the-meter energy storage growth in Europe.
We examine the project economics of offshore wind assets using Lens Power Valuations
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.
Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
If the world pursues a 2 °C decarbonisation pathway, a supercycle could exist across a broad spectrum of mined commodities. But how will it happen, if at all?
A preview of the Wood Mackenzie Grid Edge Innovation Series, sharing market insight and exploring the huge potential of technologies and tools at the grid edge.
It’s set to be an action-packed year for Majors, Independents and NOCs alike. Big choices will set strategic trajectories for the energy transition ahead.
Businesses and communities are learning that they must be locally resilient to survive, implementing localised microgrids to supply reliable and resilient electricity.
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