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The global wind power market outlook has been boosted by an almost 70 GW upgrade quarter-on-quarter. China accounts for almost 70% of this upgrade.
Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?
“It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.
Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures
Floating wind’s virtually unlimited potential has from its inception made it a strong vision. Seven years ago, Wood Mackenzie wrote, the “next step is to prove that floating foundations are economically feasible” and go commercial. This is still the challenge for floating wind, and we can conclude that commercialisation is not a step; it is a leap.
This 420-ktpa smelter obtained replacement capacity quotas mainly from internal Chalco or Yunnan Aluminium and further expanded their strategic development in hydropower-based Yunnan province. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed…
Huomei Hongjun comprises three separate plants, which we cost as a single entity. We start costing Huomei Hongjun from 2005, with the start up of Huolinguole Line 1. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry standard cash operating costs. This report contains a detailed asset note giving you a…
How dependent is the world on Russian coal exports? Can alternative suppliers easily take Russia’s place? And how will sanctions impact prices?
Exploring the outlook for coal considering geopolitical shifts, the gathering pace of the energy transition and the technologies upon which decarbonisation will rely.
Tracking asset economic performance through the propylene downcycle.
After years of underinvestment in US grid infrastructure, public funding and regulatory support will drive grid modernization in 2023.
ExxonMobil is exiting Italy and Thailand. Further divestments from the Majors are possible, but will hinge on buyer appetite.
A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.
Wind and solar will attract the lion’s share of energy investment in Europe and continue to benefit from growing scale.
Capital discipline and carbon mitigation will be key elements of final investment decisions for upstream oil and gas projects this year
Wood Mackenzie teamed up with Let’s Share the Sun to boost a local community’s access to reliable and affordable power.
What’s driving the impressive growth of the gas sector in the Middle East?
The Majors have focused investment in nine areas of energy transition technology
ADNOC has aggressive decarbonisation targets under a strategy that includes, somewhat counterintuitively, oil and gas growth and a renewed emphasis on licensing and exploration.
'Business as usual’ is incompatible with net zero ambitions
Low-carbon renewable natural gas is attractive, but cost makes policy support essential
The new Packaging and Packaging Waste Regulation (PPWR) could be a pivotal moment for the packaging sector
While the roadmap for power and renewables investing may not be straightforward, it’s worth understanding all the factors at play. Deciding where to play in the risk-reward spectrum is increasingly challenging, but the returns are set to be more rewarding than ever.
Lower costs and increased demand for quick-to-market LNG supply has made floating LNG an attractive proposition again
How Lens Hydrogen is helping manufacturers, OEMs, chemicals, heavy industry and governments to capitalise on the US$2 trillion hydrogen opportunity
Over the course of just one year, US$6.6 billion of deals have culminated in the twelfth-largest oil-focused US E&P.
Billions of barrels of undeveloped hydrocarbons are being left on the shelf, but these old discoveries could be crucial to plugging the supply gap.
How Wood Mackenzie is helping investors, utilities and OEMs to unlock success in low-carbon hydrogen; our key to a more sustainable future
The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.
The CCUS landscape is evolving, and here’s a recap of some of our biggest learnings from the event.
Upgraded decarbonisation targets present a huge challenge for marine fuels
We are at an unprecedented point in time where the entire commodity petrochemicals industry is in a downturn. Where do we expect chemical margins to end up this year and what can producers do to tide through the downturn?
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