Energy transition outlook

• 17 2月 2025

Wood Mackenzie’s modelling of the energy transition pathways and the route to net zero.

India’s bulks supply chain takes a hit during lockdown

• 08 4月 2020

India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Businesses are shut, and the supply chain is disrupted. Industries are either closed or operating at sub-optimal utilisation.

Webinar | The Energy Transition in the age of the coronavirus: a metals & mining perspective

• 22 4月 2020

Please join us on Wednesday, April 22nd for a presentation and discussion with Julian Kettle, Vice Chairman of Metals and Mining at Wood Mackenzie. With over 30 years in the industry, Julian is well placed to talk through previous mining downturns, what we can expect in the current market and how it will affect the Energy Transition for metals: • The energy transition: a double-edged sword for metals • Is carbon the new differentiator for metals? • Where is the value in a decarbonising world?

Webinar | North American Power Markets Update

• 14 4月 2020

During this webinar, principal power analyst Rob Whaley will present new Wood Mackenzie research on North American power markets. The webinar will cover: 1) Sagging power prices and increasing curtailment risks as renewables penetration rises 2) The strain on North American grid infrastructure as interconnection queues continue to swell 3) Disparate timelines between the deployment of renewable generation assets and the necessary grid infrastructure required to support them, and increasing risk on financiers of power projects. Plus, join the Q&A for a discussion about potential coronavirus impacts.

Collapsing demand sets the terms in the OPEC+ battle for market share

• 09 4月 2020

Since OPEC+’s failure to agree on production restraint on 5-6 March, the implications of the Covid-19 pandemic have become far clearer, sparking a crisis in the oil market as prices fell and supply ramped up. The problem for these producers is the scale of the fall in oil demand, especially during April and forecast for Q2 2020. No matter the size of the varying forecasts, they all point to a challenging market that puts pressure on storage space and prices.

Webinar: What crashing LNG prices means for renewables (AMERICAS|EMEARC)(2)

• 31 3月 2020

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

Webinar | Live CAISO Q+A

• 15 4月 2020

In this webinar, our power analysts will discuss trends they’re seeing in CAISO and answer questions about the impacts the coronavirus is having on the region.

Ukraine may hold key to Europe’s gas storage crunch

• 16 4月 2020

European gas storage is almost full to the brim – and with the mild weather, coronavirus lockdowns hitting demand and an over-supplied market, levels are not likely to drop soon. New analysis from natural resources consultancy Wood Mackenzie suggests October may prove critical for the market – and highlights a potential solution to the storage crunch.

Shell 'to be net-zero company by 2050'

• 16 4月 2020

Commenting after Shell announced its intention to become net-zero company by 2050, Luke Parker, vice president, corporate analysis, at Wood Mackenzie, said: “This is an evolution of the net carbon footprint ambition that Shell unveiled in November 2017.

South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

• 15 4月 2020

South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

India extends lockdown - what's next for the energy sector?

• 24 4月 2020

With the lockdown extended and further disruption expected, how will India’s energy sector come out of this pandemic?

150 GW of renewables projects in Asia Pacific at risk in a coronavirus-led recession

• 22 4月 2020

Wood Mackenzie’s latest research shows that up to 150 gigawatts (GW) of wind and solar projects across the Asia Pacific could be delayed or cancelled over the next five years (2020 – 2024), if the coronavirus-led recession extends beyond 2020.

Webinar | Grid Edge and DER Market Update

• 18 6月 2020

The transition to a next-generation energy system will require increased penetration of DERs and other grid edge technologies. In this webinar, Wood Mackenzie analysts will share: • New market sizing and forecasts for resources with potential for grid flexibility: solar, energy storage, distributed fossil generation and load management of residential and C&I sites in the United States • Analysis of the different grid services and aggregation options that are evolving today, and how they will allow DERs offer true flexibility to both customers and the electric grid • Insight into how utilities, grid operators and vendors should think about shifting demand, harnessing distributed resources and developing business models in the grid edge space

Webinar | Coronavirus in ERCOT: the long and short of it

• 27 4月 2020

More than one month has passed since the first shelter-in-place order was issued in ERCOT. How has power demand changed and what does it mean in the short- and longer-term?

Webinar Replay | Brazil gas and power market: how will coronavirus affect future development?

• 05 5月 2020

Brazil’s industrial gas demand had already started to decline in March, after coronavirus containment measures were put in place in Sao Paulo and Rio de Janeiro states. However, as lockdowns took effect across the country in the first two weeks of April, demand plunged. The oversupply has forced Petrobras to take action to mitigate the damage across the gas value chain and used its portfolio in an integrated and coordinated approach. • Covid-19 impact in the gas and power demand, and crisis management implemented by Petrobras • New power dispatch and gas market trends post Covid-19 • What to expect for LNG, Bolivian and domestic prices in the short term? • Lessons learned to gas marketing and infrastructure development players.

Grid congestion chokes renewables investments in Eastern Australia

• 30 4月 2020

Australia’s renewables project pipeline in the National Electricity Market (NEM) remains massive at 67 gigawatts (GW) capacity (6GW under construction and 61GW in announced projects), but the current conversion rate to firm projects is low due to grid congestion, says Wood Mackenzie.

Finding opportunity amongst chaos: offshore wind - a bright future for offshore energy transition

• 21 5月 2020

Securing your strategy and investment: asset supply, monitoring and offshore competitor analysis

• 19 5月 2020

European olefins production could recover in 2020 despite coronavirus

• 30 4月 2020

Europe saw a 20-year low in olefins production in 2019. Despite the coronavirus hitting demand, 2020 could show a recovery in production.

Webinar: Coronavirus - changing consumer behavior and energy demand?

• 12 5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 | Brazil Iron Ore Supply: Outlook and challenges

• 20 5月 2020

Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

Vestas breaks annual wind turbine installation record

• 11 5月 2020

Vestas became the first wind turbine manufacturer to install more than 10 GW of wind capacity in a single year (2019), according to new analysis from Wood Mackenzie.

Oil supply cuts could curtail 15% of ethylene supply in Middle East

• 13 5月 2020

Approximately 15% of ethane-based ethylene supply in the Middle East could be lost this year due to oil supply dynamics, according to new analysis from Wood Mackenzie. This equates to around 1.5 million tons of ethylene.

WEBINAR | Metals markets outlook under the coronavirus “black swan”

• 21 5月 2020

Disruptions to the metals markets, as well as the sentiment change due to the coronavirus, have dominated metals markets and price movements so far in 2020. The metals markets are moving faster than ever driven by announcements from governments and companies to counter the challenges from the pandemic, and the needs for a timely understanding of the supply and demand dynamics have become of paramount importance. Please join a group of China-based consultants from Wood Mackenzie’s aluminium, copper, nickel and zinc teams for the most up-to-date outlooks for metals markets as well as the on-the-ground information in China. In this webinar, we will discuss the following topics: 1. Global metals demand scenarios and the way to recovery 2. Disruptions to global mines and smelters 3. Why situations on the metals supply chain in China are different from the rest of the world? 4. Price outlook for aluminium, copper, nickel and zinc over the short-term Please note that this webinar will be delivered in Mandarin. Fill in the form on this register for the webinar.

Webinar: What the battery supply chain tells us about the future of energy storage and EVs

• 02 6月 2020

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

China's Two Sessions reiterates commitment to pollution control

• 22 5月 2020

The topic of environmental protection continues to feature heavily in the Two Sessions today. Wood Mackenzie experts share some initial thoughts.

UK gas market faces Covid-19 deadlock

• 21 5月 2020

The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.

Webinar | Power System Flexibility: Is energy storage the key to unlocking Europe's net-zero targets?

• 04 6月 2020

What does China's thermal coal import restriction mean for Australian producers?

• 22 5月 2020

Rumours of a ban on Australian thermal coal to China have surfaced in the thermal coal market this week.

Webinar | Is coronavirus accelerating the zinc supply side correction?

• 03 6月 2020

Is coronavirus accelerating the zinc supply side correction?