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Regulatory uncertainty, infrastructure challenges and demand complexities shape the evolving hydrogen landscape
Our Carbon Offset Market Outlook presents Wood Mackenzie’s base case scenario for the evolution of the offset market through 2050.
Demand growth and an increase in severe weather, combined with a tighter thermal stack, mean this major US RTO is at a pivotal moment
Uncovering strategies for ensuring critical electrical equipment supply surety
The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.
Europe’s flagship energy transition targets are not on track and delays in decarbonising end-use sectors look set to push net zero out beyond 2060.
The energy transition pace varies across the Americas – what would it take to get the whole region onto a net zero pathway?
High oil prices may force a rapid rethink on EV adoption, even as the market faces setbacks.
Peak Energy’s sodium-ion batteries could reshape the US energy storage landscape - cheaper, safer and less reliant on China
The US bets big on nuclear with an $80 billion Westinghouse deal - can this new wave of reactors deliver where past projects stumbled?
Wind and solar power will be hit hardest by the loss of tax credits
US strikes on Iran raise geopolitical tensions and energy risks; oil, LNG markets react cautiously. Plus: clean energy tax cuts, Spain blackout inquiry.
From wind and solar cuts to a push for Gulf oil leasing, explore how House Republicans’ proposals could reshape the future of US energy.
Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
US energy policy is shifting - what does it mean for renewables, oil and gas?
Breaking down the impact of US tariffs on energy, trade and global markets
“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.
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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