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US low-carbon energy manufacturing booms

01 November 2024

Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs

Opinion

Tech companies accelerate nuclear deployment

18 October 2024

Nuclear power can play an important role in tackling climate change and strengthening energy security. Its big problem has been buyers have not been willing to pay a premium for 24/7 carbon-free power. This week, that started to change.

Opinion

What carbon capture needs to meet climate goals

11 October 2024

What can we expect in the world of energy in 2024. A solar slowdown, relief for OPEC+, and the rise of blue hydrogen are among Wood Mackenzie analysts’ predictions for the year ahead.

Opinion

How AI is reviving the nuclear industry

30 September 2024

Surging electricity demand for AI is prompting companies and banks to look at building new nuclear power plants in the US. Government support will still be needed.

Opinion

Assessing the risks to US renewables

17 September 2024

US tax credits for low-carbon energy have bipartisan support, but could still come under pressure in the next Congress. Wood Mackenzie has modelled a “severe downside scenario” to show the possible impact on investment if the credits are cut.

Opinion

Permitting reform plans raise hopes for accelerated investment in US infrastructure

06 August 2024

Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.

Opinion

Nuclear power needs a way to break the stalemate

25 June 2024

Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.

Opinion

Breaking down the barriers to grid innovation

31 May 2024

When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.

Opinion

The US puts up the barriers to Chinese products

20 May 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

Opinion

Making low-carbon hydrogen a reality

26 April 2024

Hydrogen can play a vital role in getting to net zero. But the current policy framework will not be enough to support growth on the scale required.

Opinion

Home energy storage booms in the US

15 April 2024

Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

Opinion

China’s solar growth sends module prices plummeting

05 April 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

Opinion

Demand growth creates new challenges for the power industry

01 March 2024

Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.

Opinion

US LNG export restrictions underline the case for blue ammonia

02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Opinion

The contrasting fortunes of solar and wind in the US

26 January 2024

Solar installations have been outpacing wind in the US, but face growing challenges in securing grid connections.

Opinion

Ten predictions for energy in 2024

15 December 2023

A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

Opinion

Tensions over “green protectionism” emerge at COP28

01 December 2023

Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

Opinion

Bumps in the road for EVs

06 November 2023

Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

Opinion

Energy Pulse: in brief (1 September)

01 September 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

Opinion

Energy Pulse: in brief (4th August)

04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

Opinion

Energy Pulse: in brief (28 July)

28 July 2023

News and views in brief from some of our global energy specialists, including challenges for offshore wind in Europe, Equinor buys renewables assets in Brazil, China adds to its LNG import capacity, and a potentially revolutionary scientific discovery.

Opinion

Energy Pulse: in brief (7 July)

07 July 2023

This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.

Opinion

US EV charging reaches its VHS moment

16 June 2023

The decisions by Ford and GM to adopt Tesla’s charging technology in the US mean that the market is closing in on a single standard.

Opinion

The Biden administration aims to accelerate the decarbonisation of US power

19 May 2023

The EPA’s proposed emissions standards for power plants face a battle in the courts. Other factors will be more significant for the industry.

Opinion

The limits to resource nationalism for lithium

12 May 2023

Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.

Opinion

Washington tariff dispute creates uncertainty for US solar

05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

Opinion

GHG accounting reform could change energy investment

28 April 2023

Standards for greenhouse gas reporting are being reviewed. New rules could shift incentives for corporate renewables procurement.

Opinion

Slow going for US power transmission

21 April 2023

Three large projects are making progress in the West. But is the pace of development fast enough?

Content

Lens platform: Wood Mackenzie Lens Carbon

04 October 2022

Source-to-sink evaluation of the carbon value chain.

Platform

Lens platform: Lens Power & Renewables Asia Pacific

24 February 2025

Lens P&R Asia Pacific combines multi-commodity data, proprietary cost intelligence, asset-level data, unique geospatial capabilities, and market fundamentals to help users evaluate new opportunities, assess risk, and make smarter business decisions.

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Search results: 1987

US low-carbon energy manufacturing booms

Tech companies accelerate nuclear deployment

What carbon capture needs to meet climate goals

How AI is reviving the nuclear industry

Assessing the risks to US renewables

Permitting reform plans raise hopes for accelerated investment in US infrastructure

Nuclear power needs a way to break the stalemate

Breaking down the barriers to grid innovation

The US puts up the barriers to Chinese products

Making low-carbon hydrogen a reality

Home energy storage booms in the US

China’s solar growth sends module prices plummeting

Demand growth creates new challenges for the power industry

US LNG export restrictions underline the case for blue ammonia

The contrasting fortunes of solar and wind in the US

Ten predictions for energy in 2024

Tensions over “green protectionism” emerge at COP28

Bumps in the road for EVs

Energy Pulse: in brief (1 September)

Energy Pulse: in brief (4th August)

Energy Pulse: in brief (28 July)

Energy Pulse: in brief (7 July)

US EV charging reaches its VHS moment

The Biden administration aims to accelerate the decarbonisation of US power

The limits to resource nationalism for lithium

Washington tariff dispute creates uncertainty for US solar

GHG accounting reform could change energy investment

Slow going for US power transmission

Lens platform: Wood Mackenzie Lens Carbon

Lens platform: Lens Power & Renewables Asia Pacific

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