Coronavirus restrictions set to hit US utility-scale solar projects

• 01 4月 2020

The coronavirus pandemic is likely to have a material impact on utility-scale solar installations in the US this year, and perhaps even into 2021. In its Coronavirus: US Solar PV Supply Chain and Utility-Scale Market Risk report, Wood Mackenzie says that, in a best-case scenario, the market could see up to four weeks of supply delays affecting a few hundred MWs of modules and inverters. This, combined with construction disruptions, could translate into as much as 2 GWdc of project development delays in 2020.

Webinar: The Majors' playbook for low prices

• 03 4月 2020

The Majors have reacted swiftly to the oil price collapse. What are the levers they can pull if oil prices remain low? • Have they cut enough? • Have the cuts been to the bone? • Can M&A save the day? • Are dividends at risk?

African upstream capex ‘may be slashed by 33%’

• 31 3月 2020

Faced with the double whammy of the oil price crash and the coronavirus pandemic, Africa’s upstream sector looks set to slash capital spending by around 33% in 2020. Similar cuts to operating costs are also targeted by producers to stay cash-flow neutral. Unlike the 2015-16 price crash, this time nothing is sacrosanct: some operators will even wield the axe on committed spend, as well as the discretionary expenditure.

India’s 21-day lockdown – Impact on commodities?

• 30 3月 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this means for the power, coal, gas and LNG, and oil products sectors.

Webinar | Gas and power market updates

• 09 4月 2020

Covid-19 pandemic and plunge in oil price: what do they mean for APAC gas and power markets? 新冠疫情大流行和油价暴跌会如何影响亚太天然气和电力市场？

Oil price crash dents timeline of Australia’s second wave of FIDs

• 26 3月 2020

Wood Mackenzie’s latest analysis reveals that Australia’s next wave of LNG projects are likely to be delayed.

Global wind power capacity to grow by 112% over next 10 years

• 26 3月 2020

Global wind power capacity additions are expected to sit at an annual average of 77GW from 2020 to 2029, according to Wood Mackenzie.

Oil price rout: which supply is most at risk of shut-in?

• 27 3月 2020

The coronavirus pandemic is reducing oil demand. The OPEC+ production restraint agreement fell apart on 6 March and Saudi Arabia is rapidly increasing supply. The result: Brent crude has plunged to less than US$30/bbl. This will have a significant impact on currently producing fields and future supply. How low can the price go before different sources of production become uneconomic? Where are production shut-ins most likely? Can governments influence the result?

Middle East Webinars

• 27 3月 2020

Webinar: Will coronavirus accelerate or decelerate the energy transition?

• 15 4月 2020

Join Wood Mackenzie for its new webinar series, Connecting Conversations. Twice a month, we will bring together a panel of experts to discuss energy’s most pressing questions.

Webinar | Global energy storage outlook: the challenging reality and coronavirus impacts

• 23 4月 2020

The nickel industry in 2020: Optimism amidst the chaos?

• 07 4月 2020

Silver linings playbook: five reasons to be cheerful

• 08 12月 2022

Our analysts have identified five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for the reliability, affordability and sustainability of our energy and natural resources.

Offshore CCS projects could breathe new life into Gulf of Mexico

• 04 11月 2022

As the US looks for innovative ways to reduce greenhouse gas emissions, offshore carbon capture storage (CCS) projects in the US Gulf of Mexico (GoM) could play an influential role in meeting future goals, according to analysis from Wood Mackenzie.

Industry leaders to speak at Wood Mackenzie’s Grid Edge Innovation Summit 2022

• 10 11月 2022

Join executives from Shell Recharge Solutions, Exelon, BMW, and General Motors, as event looks at current trends, challenges and drivers shaping the grid edge

Solar PV to overtake onshore wind in Latin America from 2023

• 16 11月 2022

Solar PV will become the most cost-competitive technology in Latin America from 2023, according to Wood Mackenzie’s latest research report, ‘Latin America levelized cost of electricity (LCOE)’ which examines the power technology and generation landscape across the region to 2050. Solar will also displace onshore wind, currently the most attractive renewable energy source in Brazil, by 2025.

Power facilities to potentially use 100 Mt of low-carbon ammonia as feedstock by 2050

• 17 11月 2022

As one of the most-used petrochemicals in the world, ammonia offers a bevy of decarbonization and energy market opportunities, including the potential to provide 100 million tonnes (Mt) into the power sector by 2050 in a high-case scenario. However, without strong policy support, low-carbon ammonia may remain an untapped market, according to “Avoiding Pand-Ammonia” a new report from Wood Mackenzie.

Scraping the barrel: is the world running out of high-quality oil and gas?

• 16 2月 2023

The world won't run out of oil or gas anytime soon. But truly advantaged resources – with low break-even costs and low emissions – are anything but plentiful.

US microgrid market develops at rapid pace, with capacity reaching 10 GW in 2022

• 06 2月 2023

The US microgrid market reached 10 gigawatts (GW) in the third quarter of 2022, with more than 7 GW in operation and the rest in planning or construction stages, according to latest analysis from Wood Mackenzie’s Grid Edge Service.

New global oil and gas discoveries in 2022 drive exploration to highest value creation in over a decade

• 30 1月 2023

The global oil and gas exploration sector had its strongest year in 2022 in more than a decade. In its work to improve portfolios by adding lower-carbon, lower-cost advantaged hydrocarbons, the sector created at least $US33 billion of value and achieved full-cycle returns of 22%, at $US60/barrel Brent prices, according to a recent report from Wood Mackenzie, a Verisk business.

Russian refinery products will continue to flow in 2023 despite European price cap

• 31 1月 2023

The European Commission’s announcement that the EU is proposing a US$100 per barrel price cap on Russian oil products such as diesel, jet fuel and gasoline, and a US$45 per barrel cap on discounted products like fuel oil, would not severely impact Russian refiners according to Wood Mackenzie.

Bolivian gas production to decline faster than expected, exports to Brazil and Argentina to cease by 2030

• 18 1月 2023

Bolivian gas production will decline more rapidly than expected, falling from 1,400 million cubic feet per day (mmcfd) in 2022 to as low as 400 mmcfd by 2030, according to a report from Wood Mackenzie, a Verisk business.

US could see $100B of new LNG projects in the next five years

• 22 2月 2023

High prices and the demand for energy security will drive the US to be the leading exporter of LNG in 2023 and potentially pave the way for $100 billion in new developments to support long-term growth, according to a new report from Wood Mackenzie

Webinar | PJM Spring Outlook: Interconnection queue changes and transmission challenges

• 02 3月 2023

Webinar | PJM Spring Outlook: Interconnection queue changes and transmission challenges

High quality oil and gas supplies are scarce, threatening emissions targets and a healthy energy transition

• 16 2月 2023

The energy transition will require oil and gas for decades to come, but the supply of lower-cost, lower-carbon “advantaged” barrels remain scarce, threatening emissions targets and causing upstream providers to pivot to new strategies, according to “Scraping the Barrel” a new Horizons analysis from Wood Mackenzie.

Webinar | Advanced insights for strategic renewable asset management and development

• 01 3月 2023

Watch webinar replay with Thomson Reuters Document Intelligence.

Public EV charging market in North America on track for rapid growth

• 22 3月 2023

As electric vehicle (EV) adoption continues to rise, the market for public charging networks in North America is forecast to grow rapidly by 2050, according to Wood Mackenzie’s latest ‘Commercial landscape of EV charging networks in North America’ report.

Willow project in National Petroleum Reserve-Alaska economically viable with approval from US Interior Department

• 13 3月 2023

The US Interior Department today approved the Willow project in the National Petroleum Reserve-Alaska (NPR-A). The decision is for a three-pad development instead of the originally sought five drill sites and is coupled with ConocoPhillips relinquishing 68,000 acres of existing leases. The new Record of Decision replaces one received in October 2020, which was later vacated following a court case. The three-pad approval will still render the project economically viable, say analysts at Wood Mackenzie.

Navigating US energy tax credits and incentives in a changing policy landscape

• 12 4月 2023

In this webinar replay, Wilson Sonsini Goodrich & Rosati join Wood Mackenzie to discuss the impact of the Inflation Reduction Act on the current and future landscape of US energy tax credits and incentives.

Policy-driven supply constraints cause steep drop in solar installations in 2022

• 09 3月 2023

According to the U.S. Solar Market Insight 2022 Year in Review released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie, utility-scale installations fell by 31% year-over-year to 11.8 GW, the sector’s lowest total since before the COVID-19 pandemic.