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Explore the themes shaping the energy transition with our monthly thought leadership.
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A shortage of critical components must be addressed to modernise and grow the US electricity network
The Energy Gang explores why transformers are suddenly in short supply and what’s being done to fix the situation.
How can strategic solar placements strengthen our grid? CEO Gregg Felton discusses building solar near energy hubs to relieve grid stress and support decarbonisation goals.
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
November’s US elections will have major implications across the power and renewables industry
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.
Record auction prices are causing a buzz for PJM, while data centres are driving heavy demand for SPP
Ed Crooks hosts a special live edition of the podcast, recorded during Climate Week at NYU, to debate the risks and opportunities in this new world for US power.
How can we prevent lithium-ion battery fires from reigniting? What can be done to improve energy storage safety? Discover the answers in this episode with experts Kelly Sarber and Anthony Natale.
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.
Despite resilient markets, instability presides over the future of coal as energy transition efforts accelerate and regulations tighten on emitters
As AI demand surges, it’s creating new challenges and opportunities in the energy sector. How can the grid keep up, and who stands to gain the most - customers or industry giants?
Former President Donald Trump and Vice President Kamala Harris have set out sharply contrasting visions for energy, but a US administration’s ability to change the industry is limited.
In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs
Hint: it's not the heat
As CO2 to dedicated sequestration (CCS-Storage) rises in popularity, captured CO2 for enhanced oil recovery (CCS-EOR) falls out of favour. What does the future look like in the world of carbon capture technologies?
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.
The recent summit in Florida explored themes such as load growth uncertainties, how industry players and utilities are powering data centers with clean energy, and the growing emphasis on supply-side solutions for large loads
How do you ensure global cooperation in the energy transition? Use international trade rules as a foundation.
Navigating revenues for grid-scale storage, deploying the onshore renewables pipeline and avoiding another false dawn for hydrogen
Author Brett Christophers joins host Ed Crooks and guests Melissa Lott and Joseph Majkut for a deep dive into the theories presented in 'The Price Is Wrong'. Is low profitability hindering the energy transition?
As the global energy transition accelerates, collaborative investment, renewables deployment and energy security are high on the agenda to fuelling a low-carbon future
Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market
Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.
Exploring the ten-year forecast for carbon capture and storage capacity build-out and investment opportunities across countries and sectors.
Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
Near-term costs have risen across the board, but opportunities exist to bring costs down in the longer term
Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.
Analyst highlights from our annual conference
From winning auction bids to maximising project economics, here are our key insights into the development of low-carbon hydrogen from our experts’ presentations at the recent industry showcase
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