CMS 12 - Integration

Lens Energy Transition Scenarios

Trusted modelling capabilities to navigate the energy transition

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A strategic view of the energy transition

Today's decisions require robust, data-driven scenarios to drive effective scenario planning, capital allocation and risk-mitigation strategies. Lens Energy Transition Scenarios combines a unique breadth and depth insight in global energy markets with the power of Wood Mackenzie’s Lens data analytics solution.

Features and workflows

Lens ETS delivers Wood Mackenzie’s trusted research and modelling capabilities to navigate the energy transition in a single platform.

Key features of Wood Mackenzie's Lens Energy Transition Scenarios:

  • Four independent, proprietary scenarios examining different pathways to the energy transition 
  • Analysis of the investability of each scenario by technology and market 
  • API access as standard 
  • Collaborate with colleagues by saving and sharing views
  • Integration of other Lens products as layers for a more in-depth analysis across commodities and technologies

Wood Mackenzie's Lens Energy Transition Scenarios provides data extended to 2060 on:

Scenario analysis 

  • Four independent scenarios: base case, country pledges, net zero, and delayed transition 
  • 55 fuels and technologies across 100+ markets 
  • Gross and sector-level emissions by fuel type, country-level net emissions 

 

Investment & transition research 

  • $72T-$117T investment analysis across scenarios  
  • GDP impacts and economic modelling 
  • Carbon price outlook and policy database 

 

New technologies assessment 

  • 260+ technologies assessed across 6 key metrics 
  • 15 key technology themes, including hydrogen, advanced nuclear, enhanced geothermal 
  • Quarterly outlooks for bioenergy, geothermal, nuclear, CCUS, hydrogen 

 

Data access & platform features 

  • Visualisation and collaboration tools 
  • Interactive dashboards and map layers 
  • Comparative analysis with scenario comparison and benchmarking capabilities 

Wood Mackenzie's Lens Energy Transition Scenarios enables a number of key workflows including:

  • Assess transition risks and opportunities across divergent outcomes 
  • Build strategic views using integrated energy transition modelling 
  • Explore cumulative and annual capex requirements with debt-equity splits 
  • Access investment analysis showing the cost of transition to different markets and sectors 
  • Forecast power generation, fuel inputs, and capacity requirements 
  • Track carbon policies and price outlooks with quarterly updates 
  • Stay current on transition drivers and events through rolling updates 

Why choose WoodMac's Lens Energy Transition Scenarios?

Comprehensive - Detailed data, consistent to the most granular level, combined in a single platform with market reports that cover all demand sectors and supply types. 

Integrated - Regional detail that builds an interconnected global view incorporating assets, market analysis, and modelling insights that empower decisions.

 

Dive into energy transition scenarios

Click to discover how Lens ETS can help you exploring the different pathways to the energy transition. Compare scenarios, customise charts and maps, filter data by market, product or sector, and access new exclusive content.

Frequently asked questions

Here you’ll find answers to the most common questions you may have on Wood Mackenzie’s Lens Energy Transition Service. If you have any other questions, get in touch. 

The Strategic Planning Outlook (SPO) & Investment Horizon Outlook (IHO) are both updated annually, and Lens ETS customers will have access to all related insights and reports. 

When updates are released, customers are invited to attend webinars to interact with our analysts as they discuss changes to the base case. 

  • What is the outlook for low carbon power?   
  • How might the generation mix change under alternate scenarios? 
  • How do oil and gas demand differ under each energy transition pathway scenario? 
  • Which sustainable energy technologies should be invested in? 
  • How to decarbonise supply chain and operations? 
  • What technologies are on the horizon and how to analyse them? 
  • How much willl biofuels play a role as a bridge to a clean energy transition?

Your success is our success! 

We offer a full training programme for GGM with ongoing access to our global team of gas analysts & industry-leading research for you to keep ahead of market trends and dynamics. Delivering a quick turnaround on requests and queries, consider us an extension of your team! 

Contact an expert

Chart success in global energy markets with the unique breadth and depth insight of Wood Mackenzie’s Lens. 

Contact our experts to book a demo of Lens Energy Transition Scenarios. 

For details on how your data is used and stored, see our Privacy Notice.
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