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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.
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China’s influence on graphite supply chains will remain at the core of industry trends in 2024.
Boosted by the wide-ranging tax incentives in the Inflation Reduction Act, US sustainability financing is at an inflection point. Our new partnered report discusses key matters for financing the energy transition in 2024 and beyond.
It remains important for upstream oil and gas to find advantaged growth opportunities. Pragmatic decisions feature as companies shift to adapt portfolios to keep pace with change. Efficiency and discipline are watchwords and high-impact projects must focus on unlocking roadblocks to growth. But M&A is still on the agenda, with some operators getting innovative with Joint Ventures.
How can traders and other stakeholders address the risk to power networks from extreme weather events?
Electrical equipment remains a significant bottleneck to utility supply chains
High-purity vanadium (HPV ≥99.9%) and ultra-high purity vanadium (UHPV ≥99.99%) are vital for energy storage, aerospace, and chemical sectors. Despite rising interest, production remains limited due to high costs and niche demand. The U.S. leads UHPV supply, with US Vanadium’s Arkansas facility focused on VRFB-grade electrolyte. VRFBs are the largest demand driver, with UHPV’s share of HPV demand…
Wood Mackenzie's Energy Transition and Battery Raw Materials team recently held a live webinar exploring how recent US policy changes are rewiring EV and wind demand, reshaping critical metals markets, and transforming the future of battery supply chains. Live on Thursday, 21 August 2025.
Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.
From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase
We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.
Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.
Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term
The need for a comprehensive and credible climate transition plan is growing – companies must take note.
A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?
The renewable gas production (LFG-to-RNG) sector has been extremely active in the last two years with new project ramp-ups, blockbuster M&A deals and new players entering the market. That said, only 10% of resource potential is currently tapped.
Carbon dioxide utilisation could bolster carbon capture economics, but there are major obstacles
As the world struggles to reduce greenhouse gas (GHG) emissions, international attention has turned to methane.
The United States once dominated global aluminium production, with vast smelting operations powering America's industrial might. Today, that dominance has crumbled. Rising energy costs and fierce international competition have decimated domestic capacity, leaving America increasingly dependent on foreign suppliers for this critical metal.
The Majors have made significant strides in reducing emissions over recent years. Decarbonisation work and portfolio reshaping have been key factors in bringing their emissions intensity figures well below the average for the sector. But how big is the emissions advantage for Majors’ new discoveries, and what factors affect their relative emissions intensity?
What was the impact of Rafael on US oil and gas production?
A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios
Upstream and geothermal exploration: deepwater wildcats, acreage additions, advantaged basins and unlocking geothermal resources.
Evaluate new opportunities, assess risk and make smarter business decisions with Wood Mackenzie's essential power and renewables intelligence platform
The Australian East Coast gas market faces a series of intricate challenges, with no clear-cut solutions in sight.
Regulatory uncertainty, infrastructure challenges and demand complexities shape the evolving hydrogen landscape
How power traders can navigate complex and volatile markets with confidence
From idle ships to soaring Asian demand, discover how geopolitics and regulation are rewriting the rules of LNG shipping
Global electrification hinges on copper - but as demand from EVs, renewables and AI soars, supply constraints and geopolitical risks threaten to reshape the market for decades to come
The outlook for Japan's offshore wind sector is looking positive as the country’s capacity is projected to reach upwards of 4 gigawatts (GW) in 2028, a 62-fold increase from last year, new research from Wood Mackenzie indicates.
This white paper provides insight into one of the world’s largest inverter/ESS manufacturers' (Sungrow) industry-leading cyber security platform through an analysis of both technical features as well as internal/external safeguarding process implementation.
This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.
In this December edition of Horizons, we chart five key trends on the road to a low-carbon world.
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