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 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?

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.

A supercharged China could turn up the heat on global commodities

• 23 3月 2023

The Chinese economy is expected to grow by 5.5% but could grow by as much as 7% in 2023 as the country bounces back from three years of lock-down caused by the Covid pandemic according to a new report by Wood Mackenzie.

Horizons Live: The Great Reopening

• 26 4月 2023

Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

Revolutionizing Australia's power landscape: The role of battery storage and hydrogen

• 12 7月 2023

Nuclear needs to be cost competitive with alternative power generation to enable net zero

• 18 5月 2023

Despite policy support and market growth, the biggest economic hurdle to the uptake of the latest nuclear and small modular reactors (SMRs) is cost, according to Wood Mackenzie report.

Global floating solar to top 6GW threshold by 2031

• 24 5月 2023

The global floating solar market is expected to pass the six-gigawatt (GW) threshold by 2031, as PV developers struggle to meet growing solar demand and look to alternate development technologies.

A revitalised oil and gas sector can play a key role in Indonesia’s energy transition

• 27 7月 2023

Indonesia’s oil and gas sector must undergo a major overhaul in the way it operates if it is to realise the full potential of the country’s natural resources and support a successful energy transition, according to a new white paper by Wood Mackenzie, a global insight business for renewables, energy and natural resources.

India needs radical transformation to reach net zero emissions by 2070

• 27 7月 2023

How can India attain its net zero emissions goal by 2070, in line with global pledges to reach net zero emissions by mid-century? Wood Mackenzie analyses the scenario in its latest report ‘India energy transition pathways 2070’, concluding that the country must radically transform its energy landscape and prioritise renewable energy, electrification, hydrogen adoption, and carbon removal strategies.

APAC to invest US$3.3 trillion in power generation over next decade

• 04 10月 2023

The Asia Pacific region is forecast to invest US$3.3 trillion in power generation over the next 10 years, with 49% earmarked for wind and solar, and 12% for energy storage, according to latest Wood Mackenzie analysis.

Horizons Live: Playing by new rules

• 12 10月 2023

Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.

Steel decarbonisation to redefine supply chains by 2050

• 19 10月 2023

The rise of electric-arc furnace technology, increased use of green feedstock and evolving carbon policies will reshape steel production and global trade patterns.

China Belt & Road Initiative brings in 128 GW installed power capacity in 10 years

• 20 11月 2023

Chinese companies have made significant strides in the Belt & Road initiative's overseas power projects over the past decade. With an estimated investment value of around US$200 billion, over 300 projects have installed 128 GW of power, equivalent to 1.3 times Australia's installed capacity in 2022. However, challenges have emerged, leading to the cancellation or shelving of over 20% of projects to date.

China leads global renewables race with record-breaking 230 GW installations in 2023

• 28 11月 2023

Currently on target to reach a record-breaking 230 gigawatts (GW) of wind and solar installations this year, China leads the global renewables market. This is more than double the number of US and Europe installations combined.

Offshore wind sector doubled down on tangible opportunities in 2023

• 31 1月 2024

Despite supply chain headwinds and price pressures, the global offshore wind sector saw significant growth in its mature pipeline, as late-stage pipeline mergers & acquisitions, turbine orders, and project financial investment decisions (FIDs) saw record activity in 2023. This has boosted the sector’s momentum into 2024.

Power demand growth remains strong in Asia Pacific

• 31 1月 2024

India, China and Southeast Asia will continue to be the three most important growth engines of power demand across the planet, says Alex Whitworth, Vice President, Head of Asia Pacific Power Research at Wood Mackenzie. With the Asia Pacific region seeing its share of global power demand surpass the 50% mark in 2023.

Solar inflation reverses as renewable costs in Asia reach all-time low

• 29 2月 2024

Plummeting Utility PV solar costs beat coal power to emerge as the cheapest power source in the region

CCUS planned capacity nearing 1 billion tonnes per annum

• 26 8月 2022

US Inflation Reduction Act bill set to boost CCUS uptake but more is needed to meet net zero goals by 2050

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?

Could China lead the global energy storage market by 2030?

• 07 7月 2021

China’s energy storage strategy could unlock its net-zero ambitions.

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.

Will India set a net zero target?

• 24 6月 2021

As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

China becomes the world’s largest LNG market

• 16 6月 2021

With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

Asia’s frozen upstream M&A sector begins to thaw

• 10 6月 2021

Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

Myanmar’s woes increase

• 15 4月 2021

Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

Australia-China relations continue to sour

• 13 5月 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

What a difference a year makes – Asia’s energy leaders discuss an uncertain future

• 21 10月 2021

Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

The future of China’s gas demand

• 05 10月 2021

China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?