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A summary of news of what’s been happening in the US market
A new tariff plan on imports would affect US consumers, global oil markets and refining, if implemented post US election.
The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.
Our insight 'The 2024 US election: A fork in the road for US energy policy' presents the key areas set to be shaped by the outcome of the presidential race.
Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment
The financing landscape continues to evolve through the tumult
How surging AI, manufacturing and crypto demands could impact US power markets
How can the solar industry navigate IRA uncertainties to maximise growth opportunities?
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
The decoupling of US electricity demand from economic growth over the last seven decades is set to reverse amid burgeoning data centre development, a resurgence in energy-intensive US manufacturing, and more transport and heating electrification - resulting in electricity demand growth not seen since the 1990s
As we come to the end of an eventful year for North American oil and gas, we highlight some of the ways Wood Mackenzie’s real-time data and analytics have helped our clients stay ahead of events that shaped the market in 2024
The overarching theme for the US Lower 48 next year will be change. The question is: how much?
Due to ongoing volatility in the global oil markets, traders need prompt indication of changes in the market
The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption
As the publicity material for International Energy Week 2025 – held in London from 25-27 February – states, we live in an energy-hungry world. Amid growing trade tensions and shifting energy policy, what does that mean for oil and gas?
On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
Key takeaways from meetings with government representatives, private and institutional investors, operators and developers at the 2025 Prospectors & Developers Association of Canada (PDAC) convention
We examine the key factors behind the incident and assess the current energy landscape of the region.
Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape
Our latest long-term view reveals exciting market dynamics
Industry maintains long-term confidence despite oversupply challenges, but Western players risk falling behind China's strategic investments.
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
In this exclusive video, we explore the impact of shifting tariff policies on costs, activity, and company behaviour across the U.S. Lower 48 and Gulf of Mexico.
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
Next generation technology is opening up a new world of opportunities for this established energy resource
Insights for stakeholders on the future of the electricity grid – from our energy supply chain experts
Recent actions create an uncertain environment for future solar growth
Expansion accelerates as policy support, feedstock diversification, and new project development drive North America's RNG momentum.
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
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