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Explore the themes shaping the energy transition with our monthly thought leadership.
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LNG remains at the heart of the Majors’ growth strategies.
A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?
Major players are best placed to form partnerships across industries and bridge the yawning supply gap.
Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.
The recent summit in Florida explored themes such as load growth uncertainties, how industry players and utilities are powering data centers with clean energy, and the growing emphasis on supply-side solutions for large loads
How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.
Navigating revenues for grid-scale storage, deploying the onshore renewables pipeline and avoiding another false dawn for hydrogen
Are efficiency gains enough to offset price inflation?
The need for a comprehensive and credible climate transition plan is growing – companies must take note.
Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?
Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire
As the global energy transition accelerates, collaborative investment, renewables deployment and energy security are high on the agenda to fuelling a low-carbon future
We analyse whether ExxonMobil's CCUS projects in the US can compete for capital in its portfolio
Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market
Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.
Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.
Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.
Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term
Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.
Analyst highlights from our annual conference
From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase
Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply
Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?
We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.
When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.
As the US solar supply chain industry faces multiple challenges, the jury is still out
An introduction to batteries, from technical specifications to battery raw materials.
Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth
Can capitalism save the planet? Join Ed Crooks, Melissa Lott and Joseph Majkut as they debate the role of private investment in tackling climate change. Discover contrasting perspectives in "The Price Is Wrong" and "Climate Capitalism."
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