Wood Mackenzie

A very special edition of our LinkedIn newsletter is now live! 💡🔌 This week we're sharing our first batch predictions for 2025, including: - Predictions for energy and natural resources in 2025 - Oils & chemicals: 5 things to watch for in 2025 - Hydrogen: 5 things to look for in 2025 - Corporate oil & gas: 5 things to look for in 2025 - Carbon policy: 5 things to look for in 2025 Get the latest insights and analysis below, and keep an eye out on future editions for more predictions by sector.

Our EVP and Global Head of Power and Renewables, Xizhou Zhou, recently spoke at the Center for Strategic and International Studies (CSIS) event, 'Powering the Commanding Heights: Towards an American Strategy for Electric Demand Growth.' As part of the panel discussion 'Navigating a Sectoral Paradigm Shift', Xizhou explored the critical challenges and opportunities facing the U.S. power industry amidst growing electricity demand, a theme central to our recent Horizons report: 'Gridlock: The Demand Dilemma Facing the U.S. Power Industry'. Watch the short clip below to hear Xizhou's perspective, or read the full Horizons report here: https://okt.to/CoHAgE

Congratulations to the Canada Growth Fund (CGF) team on entering into a definitive agreement with respect to a ~C$35.6 million private placement with Nouveau Monde Graphite | NYSE: NMG, a Québec-based integrated graphite mining and processing company. Wood Mackenzie acted as a commercial advisor to the Canada Growth Fund on the transaction, providing support relating to the graphite and critical minerals sector. Closing of CGF’s investment is subject to standard closing conditions, including the approval of the TSX Venture Exchange and the New York Stock Exchange. Read the Financial Times coverage for more detail: https://okt.to/zxLAev

As we wrap up an exciting year at Wood Mackenzie, we want to take a moment to sincerely thank our incredible customers and suppliers. Your trust and collaboration inspire us to push boundaries, achieve great things, and shape the future of energy together. Wishing you and your loved ones a joyful festive season. Here's to building on our shared success and embracing even greater innovation in 2025!

The Czech Republic's Litvinov and Kralupy refineries are shifting away from Russian crude oil, with significant implications for the market. Jim Mitchell, Director of of Oil Trading Analytics, explains more and how the TransAlpine pipeline and storage facilities play a crucial role in maintaining supply: https://okt.to/kV2O3h #CrudeOil #Commodities

In November 2024, China’s Ministry of Industry and Information Technology released revised guidelines for the #solar photovoltaic (PV) industry. The new guidelines are set to reshape the solar industry, addressing overcapacity, pricing volatility and inefficiency across the value chain. From the 200 GW expansion that likely won’t happen to the higher-efficiency N-type modules that are gaining market share, our experts break down what these new guidelines mean for the industry: https://okt.to/tEPfeJ

Alan Gelder, our Head of Oils Research, shares his predictions for the #oils market, #refining and #petrochemicals industries in 2025. Want to know more? Read our full 2025 outlook for oils and chemicals here: https://lnkd.in/dDb7WfxY

As the global energy landscape undergoes unprecedented transformation, 2024 has been a year of both remarkable achievements and significant challenges. In our latest ebook, our experts break down the most notable charts of the year so far across #solar, storage, #wind, #hydrogen and power markets - and what they reveal about the future of the industry. Click here to read it: https://okt.to/gf0HI4

What’s on the cards for #OilandGas companies in 2025? Expect a difficult capital allocation balancing act with continued corporate discipline translating into flat budgets and reduced share repurchase programmes. But could some buck the trend of modest dividend increases with double-digit hikes? Read our predictions for the year ahead: https://okt.to/uHwdIX

Equinor and Shell are set to merge their UK offshore oil and gas assets into a new incorporated joint venture, which will be co-owned on a 50/50 basis. In response to this announcement, we have released a brief video featuring discussions with Nick Williams, Gail Anderson, and Luke Parker about the implications of this deal. We share insight into: · What the combined portfolio looks like and the key assets. · What are the synergies and scope for future growth? · What is the value of the combined portfolio and the potential risks? We also cover the strategic rationale for merging the businesses and its implications for the UK North Sea. Access to this video by visiting: https://okt.to/K5zvSc