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Installers are transitioning to customer lifetime value models as the market adapts to a post-25D investment tax credit landscape
Unpacking the solar safe harbor sprint
After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good
There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
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.
I’m just back from Tokyo and a key theme for many Japanese energy companies continues to be future investment in E&P and whether long-term growth in oil and gas demand will materialise given the pace of energy transition.
Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.
Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
Top residential solar installers see market shares decrease
The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?
“Personnel is policy” is what they say in Washington, and President-elect Donald Trump’s first two nominations for senior energy roles in his administration send a clear signal about the policies he hopes to pursue.
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.
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
Global efforts in recycling plastic have significantly impacted decarbonisation targets, but how can the energy industry develop more pathways to streamline the process?
Addressing the US electricity planning challenge: how to navigate demand risk, ensure project viability and justify capacity decisions amid geopolitical disruption and shifting policies
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.
'Business as usual’ is incompatible with net zero ambitions
As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.
Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.
Key trends to watch out for including the impact of the residential solar slowdown on customer acquisition costs, growth in emerging commercial and community solar markets, adaptation to net metering successor tariffs and more.
Inverters are becoming a strategic security issue, reshaping how Europe and the US approach solar procurement
AI and data centre growth are reshaping America’s electricity system
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7
Soaring demand and manufacturing bottlenecks are creating a supply deficit in US power transformers, driving costs up
The blackouts raise important questions about investment, innovation and electricity market design, as the share of variable renewable generation on the grid increases.
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