15 articles
Guangdong's electricity reforms shift gas plants to peak operations, potentially slowing China's natural gas demand despite its status as the world's largest LNG importer. Wood Mackenzie warns renewab
Wood Mackenzie warns Guangdong's new economic dispatch rules will cut gas-fired plant hours and slow natural gas demand growth amid renewable expansion. Gas prices may need to drop sharply to compete
SEIA and Wood Mackenzie report shows US states backing Trump made up 71% of new solar capacity in H1 2026, adding 15.7 gigawatts ahead of subsidy phaseouts.
Wood Mackenzie projects China's data center electricity consumption will quadruple by 2030, surpassing South Korea's current usage, driven by AI and shifting toward renewable-rich western regions.
Wood Mackenzie projects that over two-thirds of electricity requested for US AI data centers will not materialize due to phantom projects, complicating grid planning and potentially raising utility bi
Wood Mackenzie reports global upstream oil and gas firms expect $495 billion cash by 2026 but maintain strict capital discipline, favoring M&A over new projects despite high prices, raising long-term
Wood Mackenzie forecasts global upstream free cash flow could reach $495 billion by 2026 due to Middle East-driven oil prices. Major firms prioritize debt reduction and M&A over capacity expansion ami
Wood Mackenzie data shows Saudi Yanbu crude exports fell 41% from March to June amid Red Sea security risks, reducing total export levels by 66% since January as traders avoid shipping premiums.
Wood Mackenzie warns that Asian shipyard dominance may delay global LNG expansion due to concentrated vessel construction capacity in South Korea and China. This bottleneck poses significant risks to
Wood Mackenzie reports that Trump administration permit delays threaten $121 billion in renewable energy investment, impacting 92 gigawatts of wind and solar capacity required for growing power demand
Wood Mackenzie released a report forecasting three scenarios for the Strait of Hormuz conflict, predicting potential oil price spikes up to $200/barrel and global economic contraction if shipping rema
Wood Mackenzie reports that rising oil prices have triggered windfall tax debates globally. The firm advises governments to prioritize long-term predictability in tax design to avoid harming upstream
Wood Mackenzie warns lithium supply gaps may emerge by 2028 as 2050 demand could exceed 13 million tons LCE under net-zero scenarios. Meeting this demand requires $104 billion to $276 billion in inves
Wood Mackenzie forecasts North American natural gas will drive upstream oil and gas M&A in 2026, driven by power demand and LNG exports. Despite low crude prices, strategic partnerships and consolidat
Wood Mackenzie reports global upstream oil & gas investment fell 2.5% to $420 billion in 2025, with a further 2%-3% decline projected for 2026 due to low oil prices and reduced US shale spending.
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