China & Wood Mackenzie
15 shared events · Importance 8 · Last updated Aug 24, 2026
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Business
China: China is the central actor, rejecting 360 TWh of clean power in H1 2026, a 49% increase, due to grid limits and coal contracts. This curtailment is structural and expected to persist, undermining renewable investment and slowing the energy transition.
Wood Mackenzie: Consultancy providing analysis that curtailment in China is structural and will persist, influencing investor expectations and project planning. Its analyst Yuan Ren commented on the shift to solar-plus-storage.
Aug 17, 2026 · 6 articles
Regulatory
China: China is the main source of solar cells and modules, but ALMM-II and anti-dumping duties reduce direct imports. Chinese suppliers face reduced market access, though circumvention via Southeast Asia may occur.
Wood Mackenzie: Wood Mackenzie is the research firm providing the forecast and analysis of India's solar market. Its report shapes market expectations and highlights the supply crunch and price impacts.
Aug 13, 2026 · 6 articles
Business
China: China dominates global battery supply chain components, controlling 85-98% of capacity. This positions China as a key supplier to India, benefiting from India's import dependence.
Wood Mackenzie: Wood Mackenzie published research indicating it would take over a decade for India to achieve battery storage self-sufficiency, highlighting structural import dependence. This analysis informs market expectations.
Aug 23, 2026 · 6 articles
International
China: China reported stronger-than-expected export and import growth, driven by demand for autos and technology goods, despite the Iran war.
Wood Mackenzie: Wood Mackenzie is a global leader in analytics, insights, and proprietary data across the energy and natural resources landscape. It has published new analysis outlining three distinct outcomes for global LNG markets following the closure of the Strait of Hormuz.
May 18, 2026 · 316 articles
Business
China: China relaxed export limits, increasing fuel exports and posing competition to Indian and U.S. refiners.
Wood Mackenzie: Wood Mackenzie provides demand and inventory forecasts, but is not directly impacted.
Aug 19, 2026 · 8 articles
International
China: Sharply reduced refinery runs and halted fuel exports, contributing to global supply tightness.
Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.
Jul 31, 2026 · 335 articles
International
China: Sharply reduced refinery runs and halted fuel exports, contributing to global supply tightness.
Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.
Mar 08, 2026 · 27 articles
International
China: As the buyer, China gains bargaining power and potential cost savings, but risks supply disruptions and trade tensions.
Wood Mackenzie: Research firm providing estimates on CMRG's negotiating share; not directly impacted.
Jun 08, 2026 · 7 articles
International
China: China is a major oil importer affected by supply disruptions. It has suspended strategic reserve purchases and may face higher energy costs.
Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.
Apr 08, 2026 · 416 articles
Business
China: China authorized larger-scale fuel exports for the first time since March, which could alleviate some supply pressure.
Wood Mackenzie: Energy consulting firm's director Isabelle Gilks comments that fuels are the concerning part and Russia could be the straw that breaks the camel's back.
Jul 11, 2026 · 6 articles
International
China: China, a major buyer of Iranian oil, has seen its seaborne crude oil imports drop, contributing to the global oil market's oversupply as it draws down inventories.
Wood Mackenzie: Wood Mackenzie, an energy firm, has estimated Iran's oil output decline and onshore storage levels, highlighting the economic pressure on Iran.
Apr 20, 2026 · 390 articles
International
Wood Mackenzie: Wood Mackenzie, through its SVP Alan Gelder, offered historical context and projections on oil price increases due to the conflict.
Mar 01, 2026 · 42 articles
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