The Latest Breaking News from Wood Mackenzie

$100 Oil? A Prolonged Hormuz Closure Could Trigger a 1970s-Style Energy Shock

Explore the strategic importance of the Strait of Hormuz and how escalating tensions could impact global oil markets and prices.

International Business Times UK · Mar 3

How the war in Iran could ‘guarantee’ a global recession

How a waterway barely 30 miles wide could plunge the world into recession.

Fortune · Mar 2

Stocks plunge in global selloff, but some on Wall Street are looking for assets that respond well to war

Wells Fargo’s Ohsung Kwon argued that traders should buy the dip.

Fortune · Mar 2

Trump will throw US clean power into question

Donald Trump’s election sent clean energy stocks tumbling, and some firms have paused investments.

Al Jazeera · Dec 11, 2024

1 Energy Transition Stock Set to Thrive Under Trump 2.0

A key component to modernizing the electric grid to meet soaring power demand from AI data centers are transformers. But the industry is being overwhelmed by demand for transformers. The $48 billion market is forecast to reach $67 billion by 2030, says consultancy Rystad Energy. This is great news for…

Barchart · Nov 20, 2024

The 'Age of Electricity' is Dawning on Wall Street, and This is the Best Stock to Buy

The IEA says the 'Age of Electricity' is here. Here in the U.S., in the 2010s, the economy expanded by 24%, yet electricity demand remained steady. That's about to change, as the energy consultancy Wood Mackenzie projects a yearly increase in electric demand from 4% to as much as 15%…

Barchart · Oct 28, 2024

Nuclear Stocks Go Nuclear as AI Data Centers Power Up

Nuclear power has long been on the decline, with its share of the world’s electricity generation down from 18% in the mid-90s to 9% today. But now, companies like Amazon and Google are investing into firms that are building the next generation of small nuclear reactors. This has sent nuclear…

Barchart · Oct 18, 2024

Trump’s Environmental Agenda: Embrace Big Oil, Ignore the Climate Crisis

Project 2025 plan to gut climate policy and boost fossil fuels could set back global efforts for decades, say scientists and analysts.

Capital & Main · Jun 26, 2024

The claim of a $600bn carbon capture windfall for Australia is based on heroic assumptions and selective analysis

Projections of the size and scale of a future CCS industry should come with heavy doses of scepticism

The Guardian - AU · May 22, 2024

China's Green-tech Manufacturing Powerhouse

China has extended its manufacturing domination to clean energy industries in recent years, alongside a global push for climate change action, but that is starting to worry the United States, Europe and others.

International Business Times · Apr 5, 2024