The US puts up the barriers to Chinese products

• 20 5月 2024

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.

Demand for batteries is skyrocketing - we need new ways of extracting lithium

• 21 5月 2024

Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.

Google’s demanding goals for decarbonisation

• 16 5月 2024

How are companies managing excess capacity in Asia Pacific’s solar supply chain amid a solar boom?

• 16 5月 2024

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

How banks and government are working together to achieve net zero in the UK

• 07 5月 2024

Heather Buchanan joins us to discuss the collaboration needed between banks and policymakers to drive forward the energy transition. Listen now for insights into the Bankers For Net Zero initiatives and milestones, exploring the financial implications of decarbonising banking products by 2050.

How to address risk from extreme weather in power markets

• 02 5月 2024

How can traders and other stakeholders address the risk to power networks from extreme weather events?

The challenge of growing electricity demand in the US and the shortage of critical electrical equipment

• 02 5月 2024

Electrical equipment remains a significant bottleneck to utility supply chains

How Big Oil is set to transform the offshore wind sector

• 05 4月 2021

The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

How solar is central to the energy transition

• 19 3月 2021

Solar's plunging costs have made it the go-to technology to decarbonise the power sector. What innovations are coming to make it even more competitive? Could too much solar be a problem for power markets? And does green hydrogen offer a second wave of growth?

Tesla’s share price and the future of EVs

• 26 2月 2021

After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

Breaking down the Texas winter blackouts: what went wrong?

• 19 2月 2021

Our power analysts examine the events of the Texas energy crisis that resulted in extended blackouts across the state, leaving millions of people without power and raising questions around the future of emergency preparedness, market structure, and regulation within the energy sector.

Future energy – how electric vehicles transform battery demand

• 19 2月 2021

Batteries are going to play a big part in achieving net-zero ambitions. Once batteries are cheap enough and deliver sufficient range, they open the door for EVs to disrupt the ICE market. When will battery costs fall enough for EVs to compete head on? And is there enough supply of key battery metals to meet the higher demand?

Big Oil’s offshore wind journey is only just beginning

• 12 2月 2021

Offshore wind is at the forefront of the Euro Majors' new energy strategies. It's a proven technology, ready for scaling up – and the latest UK permits show the competition for projects is heating up. How big could it be for Big Oil?

What do Japan’s soaring spot power prices mean for the energy transition?

• 08 2月 2021

Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

Offshore wind: long-term promise after short-term decline

• 04 2月 2021

Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

Biden’s climate plans aim at job creation

• 29 1月 2021

The president wants to support renewables and EVs, while having little immediate impact on oil and gas

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Will 2021 be a record-breaking year for renewables auctions in Europe?

• 07 1月 2021

What does 2021 have in store for European power markets? We look at the mammoth 45 GW of capacity in the renewables auction pipeline, and four other key themes to watch, from the European Green Deal to the return of power demand.

Can the US offshore wind industry reach Biden’s 30 GW target?

• 03 8月 2021

State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

COP26: how the energy and natural resources industries are responding to climate change challenges

• 04 8月 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

Climate change, DERs, and other updates from the grid edge in Q3

• 30 10月 2020

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

Electric vehicle infrastructure investment trends to watch

• 29 7月 2021

Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

Green or blue? The colour of Australia’s hydrogen money

• 20 7月 2021

The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?

Electrification: essential to decarbonisation but with major challenges ahead

• 20 7月 2021

The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

US community solar market faces a near-term peak

• 27 7月 2021

Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

The global electric vehicle race is heating up

• 11 8月 2021

Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

Three lessons the renewables boom can learn from the shale bust

• 21 7月 2021

What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.

Floating solar farms making waves across Asia-Pacific

• 12 7月 2021

This year, countries that rank in the top ten for FPV demand will hold 84% of global market share and this is forecast to increase to 86% by 2026. Of these ten countries, eight sit within Asia-Pacific. So, what is driving FPV growth in the region?

China’s economic power surge

• 07 7月 2021

China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.