US commercial solar project acquisitions see dramatic price variation over 2018-2021

• 08 6月 2022

US commercial solar project acquisitions continue to attract investor attention as interest in ESG investing grows. Today’s buyers and sellers of commercial solar projects are contending with the opposing dynamics of higher interest rates and increasing power prices. These findings come from the Commercial Solar PV Project Acquisition Trends report released today by Wood Mackenzie, a Verisk business (Nasdaq: VRSK), and Open Energy Group (OEG), a technology-driven marketplace for renewable energy asset sales and project finance.

Recycling alone can ease raw materials supply pressure but cannot meet demand

• 13 6月 2022

While recycling can relieve some pressure from the supply deficit of battery raw materials, it will not be able to meet demand, says Wood Mackenzie.

Major energy players raise the game in green investments in Asia

• 15 6月 2022

BP confirmed today that it picked up over 40% stake in the Asian Renewable Energy Hub project to produce and export green hydrogen in Australia.

Global top 10 solar PV inverter vendors account for 82% of market share

• 08 7月 2022

Global top 10 solar photovoltaic (PV) inverter vendors shored up 82% of market share in 2021, increasing by 2 percentage points compared to 2020, says Wood Mackenzie.

Asia’s decarbonisation ambition isn’t matching reality

• 07 7月 2022

Without action, a disorderly energy transition across Asia Pacific is looming.

Energy transition may shave 2% off global GDP by 2050

• 20 1月 2022

The world has the means, motive and opportunity to cap global warming to the 1.5°C limit agreed in the Paris Climate Accord, new research released today by Wood Mackenzie, a Verisk company (Nasdaq: VRSK) shows. But there will be tangible economic implications of an accelerated energy transition. While global economic output is likely to take a hit until 2050, it could be recoverable by the end of the century, according to Wood Mackenzie.

Upstream M&A and oil price uncertainty

• 22 5月 2018

Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.

Digitalisation and the race to work 'smarter'

• 30 4月 2019

It's nearly impossible to read the headlines every morning without seeing phrases like 'Big Data' or ‘Analytics’. These are now also an integral part of how companies in the energy and natural resources (E&NR) sectors operate.

The potential impact of US tariffs on aluminium and steel markets

• 13 4月 2018

We spoke with Thomson Reuters on the recent steel tariffs at their Global Base Metals Forum. Will they support the US steel industry? Read the Q&A.

Chinese shale gas production will almost double in two years

• 17 4月 2018

We've seen progress for shale gas in China over the last year, but is it enough? Our report looks at what Chinese National Oil Companies need to do to meet government targets.

Can conventional oil projects compete with L48 oil?

• 14 3月 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

Future of renewables: a radical disruption?

• 09 8月 2017

In this video series, we examine a future in which carbon regulation is tighter, EV use skyrockets and renewable energy costs drop considerably.

President Trump’s EPA nominee Pruitt will place a steady hand on the agency’s tiller

• 26 1月 2017

As captain of the EPA ship, Scott Pruitt, President Trump’s nominee for the agency’s administrator, is unlikely to run it aground by dismantling current regulations.

M&A Service

Keep abreast of M&A developments, emerging trends and acquisition opportunities.

The changing global energy mix…and the strategic challenge for energy producers.

• 11 4月 2017

Our Energy view to 2035, led by Paul McConnell of our Global Trends team, distils the work of our team of analysts working across energy commodities. Five main themes leap out.

The commodity upcycle and the end of the dollar’s bull run - implications for oil, gas and mining producers

• 11 5月 2017

A strong US Dollar means weak commodities. With the greenback at record highs, and commodities buoyant, is a reverse looming?

Pros and cons of US energy policy shifts

• 14 6月 2017

An ‘America First’ energy policy is meant to be great news for US producers, but will these moves boost investment and company behaviour as much as the administration hopes?

Three questions on energy CEOs’ minds - peak oil demand, decarbonisation and US tight oil

• 15 12月 2016

Chief Analyst Simon Flowers sees three inter-related topics dominating our conversations with industry leaders: peak oil demand, decarbonisation, and whether US tight oil alone can meet oil demand growth.

The state of the upstream industry

• 05 7月 2017

Understand and review the outlook for upstream markets and the major players for the short and medium term.

OPEC's dilemma

• 25 5月 2017

With OPEC agreeing to roll over production for nine more months, our 2017 oil price forecast of US$55/bbl for Brent is largely unaffected. But as fundamentals tighten in the second half of 2017, we believe a firmer oil price will further support the US tight oil industry.

How much does a recovery cost?

• 20 4月 2017

After a flurry of development activity in Q1 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation. Although this development was widely anticipated, forecasts vary significantly depending on the source as well as project location.

What does a Paris Agreement departure mean for US energy?

• 02 6月 2017

Trump's expected decision to abandon the Paris Agreement is unsurprising, given pre-election comments on climate change and the broadly pro-fossil fuel agenda of the administration. Without US participation, global greenhouse gas (GHG) reduction targets would ordinarily be harder to hit.

Will changing demand hamper North American refiners?

• 16 3月 2017

Despite the prolonged low-price oil market over the past year, North American refiners have largely remained in good financial health — but changes in the supply and demand landscape are creating uncertainties.

2035: What will the global energy landscape look like?

• 10 4月 2017

Hear Paul McConnell, Research Director for Global Trends, discuss the major themes shaping the energy industry over the next 20 years.

2035: Can electric vehicles put the brakes on oil demand?

• 11 4月 2017

In the latest instalment of our global trends to 2035 series, we forecast the threat to oil demand from electric vehicles

China’s GDP to further decelerate in Q4 2021

• 01 12月 2021

China’s economy has faced headwinds from flooding, Covid outbreaks and power rationing in H2 2021. This resulted in a steeper-than-expected economic slowdown for the third quarter, says Wood Mackenzie

Back to the future: the Horizons year in review

• 09 12月 2021

We touched on a number of issues this year with our new thought-leadership series. Post-COP26, it's time to review the articles and put them in recent context.

Woodside confirms potential merger with BHP's petroleum business

• 16 8月 2021

Woodside has confirmed it is in discussions with BHP over a potential merger involving BHP’s entire petroleum business.

Oil price windfall a ‘golden opportunity’ to speed up sector’s decarbonisation

• 19 8月 2021

– Oil and gas companies must use the current cash flow windfall opportunity to speed up decarbonisation of their businesses, global natural resources consultancy Wood Mackenzie, a Verisk business (Nasdaq: VRSK) said in a report released today.

One giant leap: President Biden's vision for repowering America

• 16 9月 2021

Sixty years after President John F. Kennedy launched the programme that would put the first man on the moon, US President Joe Biden has set an equally challenging, transformative goal: achieving net zero emissions in the US power sector by 2035 and the broader economy by 2050.