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Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend
Earnings announcements from oil majors and utility groups this week have demonstrated the superior resilience of electricity businesses.
Two announcements this week showed the administration attempting to deliver on its promise that a key goal of climate policy is job creation.
After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
Near-zero interest rates and higher oil prices have created ideal conditions for E&Ps to issue debt. Will the capital inflows enable them to ramp up activity faster?
Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.
Missile strikes and rising tensions between Israel and Iran are shaking global energy markets - discover what it means for oil, gas and power
The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?
As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.
A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth
As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.
The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.
WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?
The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.
Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia
COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt
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.
Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.
European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome
ExxonMobil and Chevron's oil and gas production plans in Texas and New Mexico, Georgia Power look to exit coal and the surging interest in CCUS and hydrogen.
After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good
The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition
Europe is replacing its lost imports from Russia with LNG. The shift is putting its gas infrastructure under strain.
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