• Opinion

  What does a second Trump term mean for US solar?

  • 03 diciembre 2024

  Could the repeal of the Inflation Reduction Act reshape the future of US solar? Hear Sylvia Leyva Martinez and Martin Pochtaruk from Heliene tackle policy changes, trade challenges and the critical skills gap in solar manufacturing.

• News Release

  Chevron moves closer to Canadian divestment target with $6.5B asset sale to CNRL

  • 08 octubre 2024

  Addressing Chevron’s announcement to sell Canadian assets to Canadian Natural Resources (CNRL) for US$6.5 billion Mark Oberstoetter, Upstream Research Director in Calgary, said “Chevron has shown commitment to its divestment target with two sale announcements in two weeks. Offloading Alaska assets to ConocoPhillips (COP) last week for US$300 million was a small step and made strategic sense given their lack of materiality in the Supermajor’s portfolio. Today’s announcement moves the company much closer to its US$10-15 billion divestment target.”

• Opinion

  Threats to oil supplies show the limits of US production growth

  • 08 octubre 2024

  The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

• Opinion

  What could further trade actions mean for the US solar supply chain?

  • 22 octubre 2024

  Protectionism should help domestic manufacturing, but it could come at a cost for buyers. Our recent report leveraging our solar supply chain data explores the implications.

• News Release

  Increased protectionist measures in US solar market could expand domestic manufacturing, but increase overall costs

  • 22 octubre 2024

  New trade tariffs and increased import restrictions in the US solar supply chain would expand domestic manufacturing, but create a more expensive market, potentially slowing down the growing sector, according to a recent report from Wood Mackenzie.

• Opinion

  How are tariffs and trade policies impacting green energy growth in the US?

  • 22 octubre 2024

  Global investment in renewables is set to surpass US$2 trillion by 2030, creating jobs, lowering costs and making the U.S. more competitive. But with bottlenecks like transmission gridlock and permitting delays, how can we ensure clean energy initiatives deliver maximum impact?

• Opinion

  Tech companies accelerate nuclear deployment

  • 18 octubre 2024

  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.

• Opinion

  Gastech 2024: Our top three takeaways

  • 22 octubre 2024

  Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year? 

• Webinar

  Webinar | Developing a winning IRA strategy: how to navigate uncertainty and maximize benefits from the IRA

  • 30 octubre 2024

  Two years on from the introduction of the IRA, join us to discuss how developers, manufacturers, and EPCs (engineering, procurement and construction companies) are maximising project success and making the most of benefits provided by this landmark bill.

• The Edge

  Future energy: biomethane’s time has come

  • 17 octubre 2024

  Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

• Opinion

  The trouble with transformers

  • 29 octubre 2024

  The Energy Gang explores why transformers are suddenly in short supply and what’s being done to fix the situation.

• Opinion

  How can we ease stress on the grid?

  • 05 noviembre 2024

  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.

• Opinion

  US low-carbon energy manufacturing booms

  • 01 noviembre 2024

  Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs

• Opinion

  What a severe downside US post-election scenario could be for renewables

  • 17 septiembre 2024

  November’s US elections will have major implications across the power and renewables industry

• Opinion

  Assessing the risks to US renewables

  • 17 septiembre 2024

  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.

• Opinion

  How can the industry improve battery and storage fire safety - Part 1

  • 23 septiembre 2024

  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.

• Opinion

  US seasonal outlook webinars: hot topics for PJM and SPP in Fall 2024

  • 24 septiembre 2024

  Record auction prices are causing a buzz for PJM, while data centres are driving heavy demand for SPP

• Opinion

  Climate Week NYC special: Can the US electricity system meet the challenges it faces?

  • 25 septiembre 2024

  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.

• Webinar

  Webinar | Making the connection: meeting the electric T&D supply chain challenge

  • 15 octubre 2024

  This webinar will dive deep into the electric T&D supply chain challenge, examining the underlying drivers of demand, supply constraints and future trends.

• News Release

  US Grid-Scale Energy Storage Installations Surge, Setting New Q2 Record

  • 01 octubre 2024

  The U.S. energy storage market experienced significant growth in the second quarter, with the grid-scale segment leading the way at 2,773 MW and 9,982 MWh deployed.

• Webinar

  Webinar | Opportunities for the Middle East through the Energy Transition

  • 24 septiembre 2024

  Join Wood Mackenzie as we explore investment opportunities for the Middle East through the Energy Transition.

• Opinion

  The rise of AI means surging investment in electricity supply. What will that mean for customers?

  • 03 septiembre 2024

  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?

• Opinion

  Trump and Harris set out contrasting visions for US energy

  • 06 septiembre 2024

  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.

• The Edge

  Three factors driving US liquids production to new heights

  • 05 septiembre 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• Opinion

  The LNG Majors' strategies in five key charts

  • 01 agosto 2024

  LNG remains at the heart of the Majors’ growth strategies.

• Opinion

  Permitting reform plans raise hopes for accelerated investment in US infrastructure

  • 06 agosto 2024

  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.

• News Release

  Golden Pass LNG project delay to impact global gas markets with removal of new supply, according to Wood Mackenzie

  • 02 agosto 2024

  The new six-month delay to the Golden Pass LNG Terminal LLC planned start-up in Texas will remove a fair amount of new supply from the market in a period of intense growth, shifting the surge from 2026 to 2027 and impacting both the global and North American gas markets, according to analysis from Wood Mackenzie.

• Opinion

  Takeaways from NARUC’s Summer Policy Summit: load growth uncertainties and no simple solutions

  • 07 agosto 2024

  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

• The Edge

  Unlocking the potential of white hydrogen

  • 25 julio 2024

  Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

• Opinion

  Nuclear power needs a way to break the stalemate

  • 25 junio 2024

  Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.