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Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
How surging AI, manufacturing and crypto demands could impact US power markets
From clarity on CBAM expansion beyond the EU to continued momentum in compliance carbon pricing, we pick out the key carbon markets themes to watch.
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
From policy changes to supply chain dynamics this promises to be a pivotal year for electric vehicles and batteries.
The monthly Mexico G&P Market Dashboard combines the most important gas and power historical data in one report. Through this report, we aim to provide our clients with a snapshot of the most important metrics so they can refresh their view of the current state of the gas and power markets. We have included, among other things, weather data for the main cities, CNE-published gas prices for the six…
Power On is a bi-monthly summary of the latest market developments and insights across the Power and Renewables (P&R) sector. This edition focuses on Europe, exploring Wood Mackenzie's research insights and providing links to our more detailed analysis. 1) Germany's latest energy policy monitoring report reaffirms its 80% renewables target by 2030, while revising capacity targets downward in…
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
Forecast prices and supply-demand fundamentals for the Mexico power market
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Demand growth and a clean energy shift drive generation challenges for utilities, developers and IPPs
What you need to know about the state of interconnection queues as power demand surges for the first time in decades
Near-term impacts are muted as projects rush to meet tax credit deadlines
We’ve crunched the data to see if the firm can deliver on its ambitious targets for integrated power
Access leading market analysis on the transformation of the global electricity industry.
Ørsted's final investment decision on the Hornsea 3 project reveals the intricate dynamics of competitive tenders, pricing strategies, and regulatory advantages, showcasing how higher subsidies is shaping the success of offshore wind projects and emphasising the pivotal role of policy in overcoming industry challenges and fostering renewable energy growth.
Rooftop solar and storage will continue to grow in Puerto Rico, and many more people will benefit from clean energy, energy security, and resiliency against natural disasters
The CBAM will reshuffle global trade – who will be the winners and losers?
The offshore wind industry is set to scale from around 3 GW of additions outside of China each year to 30 GW by the end of the decade.
The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.
The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.
Our new Delayed Energy Transition scenario reflects the increasing risk that the transition will be much slower than a Paris-aligned pathway.
The cancellation of NuScale's small modular nuclear reactor project in November cast a shadow over this nascent technology. Yet the project pipeline continues to build, reflecting the industry's belief that SMRs can be a gamechanger for nuclear. How big is the current pipeline? What is the potential scale of SMRs' contribution to net zero? Which countries and developers are leading the way? How much do costs need to come down?
US deepwater output will rise to a record high in 2022. What you need to know: The Biden administration aims to build a better grid, the electricity cost outlook in the Asia Pacific region and Burning Man versus geothermal.
Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.
Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.
Thermal coal prices have been hitting record highs in recent months, driven by the same forces that have stoked many other commodity markets this year
Houthi militants have failed in recent attempts to hit targets in Saudi Arabia. But markets and governments are watching closely for a possible threat to oil supplies
Oil prices recovered their equilibrium after the US killing of Qassem Soleimani, but tensions in the Gulf region have remained high
Power prices have soared across Europe. The power market itself faces multiple other challenges to keep the lights on this coming winter. What are the short-term options for governments, regulators and the industry to ease the price pressure on consumers?
COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.
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