• Opinion

  What do Japan’s soaring spot power prices mean for the energy transition?

  • 08 2月 2021

  Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

• Opinion

  Offshore wind: long-term promise after short-term decline

  • 04 2月 2021

  Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  Biden’s climate plans aim at job creation

  • 29 1月 2021

  The president wants to support renewables and EVs, while having little immediate impact on oil and gas

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  International explorers steer clear of Alaska’s wildlife refuge

  • 08 1月 2021

  Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

• Opinion

  Is the energy transition road paved with scrap metal?

  • 07 1月 2021

  Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

• Opinion

  Can the US offshore wind industry reach Biden’s 30 GW target?

  • 03 8月 2021

  State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

• Opinion

  Catch, don’t release: the dawn of the CCS era

  • 11 8月 2021

  With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

• Opinion

  Tracking the source of the single-use plastics crisis

  • 03 8月 2021

  Wood Mackenzie recently contributed to a landmark study by the Minderoo Foundation, The Plastic Waste Makers Index: Revealing the source of the single-use plastics crisis. By following the materials and the money involved, we wanted to track the production of the polymers destined for single-use plastics, assess how much ends up as waste and explore the future of the industry.

• Opinion

  COP26: how the energy and natural resources industries are responding to climate change challenges

  • 04 8月 2021

  After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

• Opinion

  Electric vehicle infrastructure investment trends to watch

  • 29 7月 2021

  Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

• Opinion

  Green or blue? The colour of Australia’s hydrogen money

  • 20 7月 2021

  The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?

• Opinion

  Electrification: essential to decarbonisation but with major challenges ahead

  • 20 7月 2021

  The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

• Opinion

  US community solar market faces a near-term peak

  • 27 7月 2021

  Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

• Opinion

  The global electric vehicle race is heating up

  • 11 8月 2021

  Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 4月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  Distributed solar and storage: a beacon of security and hope

  • 11 4月 2024

  Wood Mackenzie continues to support improved energy access and energy security in Puerto Rico through our partnership with Let’s Share the Sun.

• Opinion

  Home energy storage booms in the US

  • 15 4月 2024

  Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

• Opinion

  Four key issues GB electricity market reform must address

  • 09 4月 2024

  The Review of Electricity Market Arrangements focuses on four key challenges in its second stage of consultation

• Opinion

  Ethylene: global carbon contributor

  • 09 4月 2024

  The ethylene industry is tackling emissions through a raft of new carbon-cutting measures. These bring promise, but also considerable challenges, as some regions face the fall-out of their carbon pricing policies

• Opinion

  How the MENA region and its NOCs are diversifying into new energies

  • 05 4月 2024

  The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.

• Opinion

  China’s solar growth sends module prices plummeting

  • 05 4月 2024

  Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

• Opinion

  How will the EU’s CBAM impact global iron and steel?

  • 27 3月 2024

  The Carbon Border Adjustment Mechanism has big implications for international trade patterns

• Opinion

  China’s zonal gas transmission tariff: changes and implications

  • 26 3月 2024

  Simplified tariffs will facilitate supply optimisation and gas-on-gas competition

• Opinion

  Ebook | Navigating changing supply chain dynamics: the challenges and opportunities facing investors

  • 27 3月 2024

  How Wood Mackenzie helps investors and financial companies make better decisions in the ever-changing power and renewables landscape

• Opinion

  The biggest takeaways from our PJM and ERCOT spring outlook webinars

  • 28 3月 2024

  How these major US electricity grid operators are using new policies, planning and technologies to improve their services

• Opinion

  NEO Energy and Sval Energi sale rumours - what could the portfolios offer a buyer?

  • 08 4月 2024

  The current combined production for the companies is over 150 kboe/d but they offer different value propositions.