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Global solar PV installations of nearly 270 GWdc are expected in 2023 – and the buildout will continue to accelerate.
Government funding and innovative business models are driving the electrification of the US drayage sector.
Recent gas regulatory and policy changes should increase overall gas demand and improve LNG attractiveness at higher spot prices.
What has changed since the landmark US policy was passed and what does it mean for the energy transition?
Solar-plus-storage is growing, but only 12% of distributed solar installations were paired with batteries in 2022.
Global economic volatility highlights the importance of managing supply chain risk. We identify three priorities for success.
Standout oil well performance in New Mexico, Saudi Aramco confirms its new dividend plan, the EU backs CCUS projects, the latest on superconductivity hopes, and more
Lower costs and increased demand for quick-to-market LNG supply has made floating LNG an attractive proposition again
Why investing in hydrogen remains a US$2 trillion investable opportunity to 2050
How Lens Hydrogen is helping manufacturers, OEMs, chemicals, heavy industry and governments to capitalise on the US$2 trillion hydrogen opportunity
In the metals and mining industry, the top contributors to CO2 emissions are smelting and refining processes. To date, much of the industry’s decarbonisation efforts have been focused on electrification. However, we’re starting to see a shift towards hydrogen as a replacement for fossil fuels in metallurgical processes.
Motivated by climate policy and climate change vulnerabilities, the major mining companies have embraced operational net zero targets by or before 2050. But when it comes to Scope 3, there is a lack of consensus on targets.
Which companies will find it easiest to tackle value chain emissions in metals and mining? We explore how companies’ portfolios impact their ability to reduce scope 3 emissions, and what to consider when making investment decisions in metals and mining; from the barriers to collaboration to assessing transition risk and reward within the supply chain.
Attractive economics and the need for advantaged barrels bode well for future exploration
Over the course of just one year, US$6.6 billion of deals have culminated in the twelfth-largest oil-focused US E&P.
ExxonMobil announced the acquisition of Permian powerhouse Pioneer Natural Resources for US$64.5 billion. This is the largest upstream deal, in nominal terms, since Shell acquired BG for US$82 billion in 2015. Get our industry experts' top takeaways on the deal.
The Netherlands has halted all interconnections for non-residential loads and generation as its grid has reached capacity – can the US avoid a similar scenario?
China’s regas terminals have progressed fast recently, supporting supply diversification. But low utilisation rates are challenging business models
From increasing M&A activity to supply wildcards, here’s the latest trends in upstream oil & gas
Domestic manufacturing announcements have exploded, but developing solar projects are on pause pending clarity on various IRA provisions.
As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.
With ongoing oversupply issues, the battery market is in flux. As lithium-ion production continues to grow around the world, can demand keep up?
Billions of barrels of undeveloped hydrocarbons are being left on the shelf, but these old discoveries could be crucial to plugging the supply gap.
How Wood Mackenzie is helping investors, utilities and OEMs to unlock success in low-carbon hydrogen; our key to a more sustainable future
As the global population burgeons and the average standard of living increases through mid-century, how will our fragile climate and, indeed, humanity deal with the billions of tonnes of carbon and other emissions we produce each year?
European gas prices will remain volatile through the winter, but low gas demand could see 20% European gas price fall in summer 2024 compared to the current forward market.
Last week in London, we hosted the Wood Mackenzie Hydrogen Conference 2023, which shone a light on the most pressing challenges and opportunities in the hydrogen space. From reconciling supply and demand to growing electrolyser efficiency, we recap some of our biggest learnings from the event
Africa is blessed with abundant oil and gas resources but stands at a crossroads. The continent is yet to realise the full potential of its energy wealth.
The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.
Developing Africa’s huge natural gas reserves is essential for growing export revenues and supporting domestic economic growth.
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