Is the IRA paying off for the US solar supply chain?

• 31 5月 2024

As the US solar supply chain industry faces multiple challenges, the jury is still out

How do integrated companies position themselves in the changing downstream landscape?

• 05 6月 2024

We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.

Batteries: frequently asked questions

• 04 6月 2024

An introduction to batteries, from technical specifications to battery raw materials.

Breaking down the barriers to grid innovation

• 31 5月 2024

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.

Can the EU and US hit EV targets amid supply chain shake up?

• 19 6月 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

US energy storage market sets Q1 capacity installation record

• 18 6月 2024

The U.S. energy storage market set a first-quarter record for capacity installed in Q1 2024, with 1,265 megawatts (MW) deployed across all segments. This marks the highest storage capacity ever installed in a first quarter in the U.S., representing an 84% increase from Q1 2023.

The state of the US energy storage market

• 20 6月 2024

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?

• 11 6月 2024

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."

What will define LNG’s three phases of market growth?

• 06 6月 2024

Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

OPEC+ plans to boost oil production

• 07 6月 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Going underground: reinventing resilience

• 17 6月 2024

Our new partnered report with S&C Electric Company explores how investment in innovative technologies can help the US modernize its electric grid infrastructure for long-term resilience.

What’s in store for gas and LNG in Europe?

• 18 6月 2024

An overview of market balances, the price outlook and risks for European gas and LNG through 2026

Two years on from the IRA and the impact on solar and storage is clear

• 13 6月 2024

The 2024 Solar and Energy Storage Summit kicked off in San Francisco this week. We are joined by a roster of expert analysts and industry leaders to explore the key topics, technology, policy and financing of the solar and storage industries.

Wood Mackenzie names new leader for Consulting

• 28 5月 2024

Wood Mackenzie, a portfolio company of Veritas Capital, has appointed Matthijs (Thijs) van Koppen to its global executive leadership team as EVP, Head of Consulting.

China’s renewable exports grow by 35% between 2019-2023

• 28 5月 2024

Chinese renewable product exports grew 35% from 2019 to 2023, driven by competitive prices and production capacity domination.

Supplier diversity programs: a new source of competitiveness and innovation for utilities in North America?

• 28 5月 2024

Three takeaways from the Utility Supply Management Alliance Conference

A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

• 27 5月 2024

A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

The energy transition in the upstream oil & gas sector: a reality check?

• 05 6月 2024

Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.

The industry-leading bulk metals research suite for miners

• 20 7月 2023

Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

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.

Rebooting Asia’s energy transition

• 16 5月 2024

Last week in Singapore, sector leaders, including CEOs, took to the stage for Wood Mackenzie’s 6th APAC Energy and Natural Resources Summit. The theme was ‘Rebooting Asia’s energy transition’.

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

Google’s demanding goals for decarbonisation

• 16 5月 2024

Which global steam crackers are at most risk of closure?

• 16 5月 2024

With ethylene producers facing multiple headwinds, we benchmark facilities to see which plants are under threat

BHP eyes Anglo American for copper growth

• 14 5月 2024

Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies

Biomethane/RNG

• 14 5月 2024

Discover the benefits of biomethane/RNG as a low-carbon energy source. How it can be a sustainable solution for decarbonization & a direct substitute for fossil natural gas.

US November election results could decelerate energy transition, with $1 trillion in energy investment on the line

• 16 5月 2024

The Infrastructure Investment and Jobs Act (IIJA) of 2021 and the Inflation Reduction Act (IRA) of 2022 catapulted the US to global leadership in decarbonisation. But a victory for former President Donald Trump in the November 2024 election, combined with long-standing issues around the US relationship with China and US government deficits, could significantly alter the path of US energy policy and usher in a delayed transition scenario, according to a new Horizons report from Wood Mackenzie.

Green steel: challenging the status quo 

• 09 5月 2024

What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

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.