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Like the electric vehicle market, charging deployment will take a hit from the pandemic.
Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.
China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).
Despite EU leaders reaching agreement on the €750 bn pandemic recovery package, a substantial hurdle remains; ratifying the deal in the European Parliament, where its green credentials will be scrutinised
Tesla has introduced a standardized approach to solar sales, but the approach is a gamble for the company and solar customers
The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.
We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.
Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.
And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.
The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?
Digital tools are transforming the solar industry. Developers are refocusing on building out advanced, integrated software stacks that bring their operations, analytics and customer engagement to the next level.
It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.
Competitive bidding has become the norm in the onshore wind operations and maintenance (O&M) market, pushing price-points down. Meanwhile, operational costs have escalated. How will the industry combat the cost challenge and secure cheaper onshore wind?
Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.
At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.
The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.
Eni is growing its level of investment in UK Dogger Bank, the world’s largest offshore wind farm, currently under construction. We discuss Eni's growth strategy in offshore wind using Lens Power Valuations.
Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.
Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?
We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.
Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.
The grid-scale and distributed battery storage segments have delivered record-breaking growth in the US – despite challenges and project delays.
As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
Net zero ambitions call for an eightfold increase in the CCUS project pipeline by 2050.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
Building out renewables is central to Japan's decarbonisation goals.
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
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