• News Release

  Record-breaking 1.7 GW of US community solar installed in 2024

  • 19 febrero 2025

  The US community solar market installed a record-breaking 1.7 GWdc of capacity in 2024, a 35% increase from 2023, according to a new report released by Wood Mackenzie in collaboration with the Coalition for Community Solar Access (CCSA). However, with policy uncertainty at both national and state levels, long-term growth hangs in the balance.

• Partnered Content

  The power to transform

  • 28 enero 2025

  Can the US sustainable energy industry build on a robust 2024 and navigate short-term uncertainty to accelerate the energy transition? Discover the unique investment opportunities shaping the market in our new partnered report with CRC-IB.

• Opinion

  President Trump's executive orders on energy

  • 23 enero 2025

  Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.

• News Release

  Electric vehicle adoption to slow in US with recent Executive Orders

  • 29 enero 2025

  Recent executive orders in the United States could have profound implications on electric vehicles (EV), slowing down the pace of adoption, according to a recent report from Wood Mackenzie. According to the report, “Trump’s executive orders unsettle electric vehicle and battery markets” policy changes have impacted the EV, battery, and raw material markets in the US and globally. The wide-ranging changes will affect everything from subsidies for consumers to funding for EV charging stations, as well as trade tariffs on imported raw materials.

• Opinion

  Questions over the Trump administration’s plans for solar and wind

  • 31 enero 2025

  Trump administration’s renewable energy restrictions could impact U.S. solar and wind projects, conflicting with efforts to boost electricity supply for AI data centers. Learn how policy shifts, tax credits, and grid challenges shape the future of clean energy.

• Featured

  North American oil, power and gas trading: 7 things to look out for in 2025

  • 22 enero 2025

  From extreme weather events to the global effects of Canada’s new TMX pipeline, what will shape the markets this year? Includes price volatility, Permian basin consolidation, thermal retirements and more.

• Featured

  Grid edge: what to look for in 2025

  • 22 enero 2025

  From distributed energy resources to electrification and grid modernisation, our US grid edge experts share their view of the key themes to watch.

• Opinion

  The federal government steps up support for nuclear power

  • 17 enero 2025

  Constellation commits to adding 1.1 GW of nuclear power by 2028

• The Edge

  CCUS’s breakthrough year

  • 16 enero 2025

  Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.

• Opinion

  US DOE shows that virtual power plants are very real

  • 10 enero 2025

  The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption

• Opinion

  The Biden administration finalises 45V hydrogen tax credit rules

  • 10 enero 2025

  Learn about the updated 45V tax credit rules for low-carbon hydrogen production and their impact on green and blue hydrogen projects in the US. Discover how these changes affect energy policies and the future of hydrogen in global markets.

• Opinion

  The impact of Republican control on US energy policy and the IRA

  • 19 noviembre 2024

  We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

• Opinion

  Live from COP29 – One weird trick to solve our energy problem

  • 21 noviembre 2024

  Live from COP29, Ed Crooks talks to top experts about US policy changes, carbon tariffs and why the best energy is the energy we don’t use.

• The Edge

  A second Trump administration

  • 07 noviembre 2024

  A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

• Opinion

  COP29 faces climate finance challenge

  • 12 noviembre 2024

  The COP29 climate talks began on Monday with climate finance at the top of the agenda. A meaningful deal would show the international effort to tackle climate change is still alive. Failure could further delay the transition to low-carbon energy.

• Opinion

  Navigating uncertainty in the solar industry: maximising IRA benefits

  • 12 noviembre 2024

  How can the solar industry navigate IRA uncertainties to maximise growth opportunities?

• Opinion

  Live from COP29: climate finance at the forefront

  • 12 noviembre 2024

  What’s top of the agenda at COP29? The Energy Gang is live from day one at COP29, where industry leaders are debating climate finance.

• Opinion

  The Trump administration's AI strategy points to strong growth in US power

  • 25 noviembre 2024

  AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.

• Opinion

  4 critical moments for North American oil and gas trading

  • 04 diciembre 2024

  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

• Opinion

  Gridlock: Q&A on how the US power industry can cope with bumper demand

  • 03 diciembre 2024

  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

• Opinion

  US LNG a test case for the Trump administration’s ambitions

  • 06 diciembre 2024

  The new president aims to expedite investment in gas export plants. Some obstacles will be difficult to remove.

• Opinion

  Is US solar growth truly unstoppable?

  • 17 diciembre 2024

  Sylvia is joined by Abigail Hopper, president and CEO of the Solar Energy Industries Association, to discuss the industry's current state in the wake of the US election, the implications of the Inflation Reduction Act, potential changes to tax credits, and the impact of tariffs and energy demand on the industry.

• Opinion

  How the energy industry is solving issues with battery safety – Part 2

  • 09 octubre 2024

  We continue our analysis of safety developments for energy storage and batteries with guests, Andrew Tattersall is Industrial Vertical Market Lead for batteries at Siemens and Dr Kai-Phillip Kairies is Co-Founder of Accure Battery Intelligence.

• The Edge

  The complexity of capital allocation for oil and gas companies

  • 10 octubre 2024

  The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?

• Opinion

  Harris v Trump: A fork in the road for US energy

  • 21 octubre 2024

  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.

• News Release

  US utilities to face significant challenge as power demand surges for the first time in decades

  • 17 octubre 2024

  US power demand has remained essentially flat for the past decade, but this is all about to change as a pending surge in demand growth will be the biggest challenge for utility companies in decades, according to the latest Horizons report from Wood Mackenzie.

• Opinion

  AI and data centres will transform US power market dynamics

  • 31 octubre 2024

  Booming data centre build-out is a key driver of resurgent US power demand.

• Opinion

  US residential solar market turmoil reached new heights this year

  • 28 octubre 2024

  The financing landscape continues to evolve through the tumult

• Opinion

  Uncertainty casts a shadow over US LNG

  • 25 octubre 2024

  Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.

• Opinion

  What we learned from conversations with power and renewables investors in 2024

  • 24 octubre 2024

  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