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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?
Wind and solar power will be hit hardest by the loss of tax credits
Diamondback has warned of declining activity, but not every producer agrees
Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
What can we expect in the world of energy in 2024. A solar slowdown, relief for OPEC+, and the rise of blue hydrogen are among Wood Mackenzie analysts’ predictions for the year ahead.
The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.
Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia
Biden administration’s climate and energy strategy faces a conflict between supporting US manufacturing in low-carbon technologies and encouraging the fastest possible deployment of renewable energy.
Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
We analysed a scenario which studied the impact of drivers that could accelerate sustainability initiatives on polymer demand compared to Wood Mackenzie’s base case long-term outlook using our proprietary Materials Application Platform.
Standards for greenhouse gas reporting are being reviewed. New rules could shift incentives for corporate renewables procurement.
The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.
China’s EV surge is redefining global battery dynamics and setting the pace for the next phase of electrification
As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?
The refining industry is under pressure to decarbonise. Low-carbon (green or blue) hydrogen could play an important and cost-effective role in helping refiners reduce their carbon footprint to help meet net zero carbon emissions targets in many countries.
“Personnel is policy” is what they say in Washington, and President-elect Donald Trump’s first two nominations for senior energy roles in his administration send a clear signal about the policies he hopes to pursue.
Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.
US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.
WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?
A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead
Policy support is key to unlocking the potential for bioenergy by de-risking aspects of the value chain.
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
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