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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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Assessing the true value of packaging and how the sustainability agenda will influence the market.
The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.
In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs
The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?
What's in store for global polyolefins and olefins markets in 2019?
Thirty-three new LNG ships have been ordered so far this year, compared to 19 in the whole of 2017 and just six in 2016 - a result of favourable rates, low newbuilding prices and rapidly growing demand. But owners need to be careful they don’t over order. Is it too little too late or too much too soon?
Steve Zinger discusses the five market changes which are set to make waves in the global petchems markets.
Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.
The coronavirus crisis will cause global wind additions in 2020 to decline by 4.9GW when compared to Wood Mackenzie’s previous projections. Due to other market changes since Wood Mackenzie’s Q4 2019 update, total forecast wind additions for 2020 is now expected to be 73GW.
Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.
How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?
The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
An accelerated energy transition would create a huge ask in terms of battery raw materials. Get the highlights of our latest research.
The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?
Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.
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.”
What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.
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?
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.
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
The latest IPCC report calls for raised climate ambitions, but what are the real-world implications? What it would take to meet the goals of the Paris Agreement?
Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?
There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.
Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
We examine the project economics of offshore wind assets using Lens Power Valuations
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
Inspiring women from the world of upstream exploration provide actionable advice for any career stage.
Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.
Watch on demand as we answer your questions about how competitors can profitably seize the opportunities in the offshore wind sector, and determine what capabilities and competencies they need to improve their chances of success.
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