4 years into a difficult transformers market in the US, is there a potential end in sight?

• 27 junio 2024

Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market

Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

• 27 junio 2024

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.

More running room in Lower 48 efficiencies?

• 19 junio 2024

Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.

Our top takeaways from the Solar & Energy Storage Summit 2024

• 01 julio 2024

Analyst highlights from our annual conference

Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

• 28 junio 2024

Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

What does summer 2024 hold for North American gas and LNG?

• 31 mayo 2024

Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply

There’s no transition without transmission. How can we make it easier to build?

• 28 mayo 2024

Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

ConocoPhillips acquisition of Marathon Oil creates third largest producer in the US Lower 48, says Wood Mackenzie

• 30 mayo 2024

Addressing ConocoPhillips (COP) acquisition of Marathon Oil (MRO) in an all-stock transaction valued at US$22.5B, Alex Beeker, research director, corporate research for Wood Mackenzie said, “The addition of Marathon further solidifies ConocoPhillips in a league of its own, with few true peers. For ConocoPhillips, this is a diversified and balanced move across multiple geographies.”

Is the IRA paying off for the US solar supply chain?

• 31 mayo 2024

As the US solar supply chain industry faces multiple challenges, the jury is still out

Can the EU and US hit EV targets amid supply chain shake up?

• 19 junio 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

US energy storage market sets Q1 capacity installation record

• 18 junio 2024

The U.S. energy storage market set a first-quarter record for capacity installed in Q1 2024, with 1,265 megawatts (MW) deployed across all segments. This marks the highest storage capacity ever installed in a first quarter in the U.S., representing an 84% increase from Q1 2023.

The state of the US energy storage market

• 20 junio 2024

Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth

Going underground: reinventing resilience

• 17 junio 2024

Our new partnered report with S&C Electric Company explores how investment in innovative technologies can help the US modernize its electric grid infrastructure for long-term resilience.

Two years on from the IRA and the impact on solar and storage is clear

• 13 junio 2024

The 2024 Solar and Energy Storage Summit kicked off in San Francisco this week. We are joined by a roster of expert analysts and industry leaders to explore the key topics, technology, policy and financing of the solar and storage industries.

Supplier diversity programs: a new source of competitiveness and innovation for utilities in North America?

• 28 mayo 2024

Three takeaways from the Utility Supply Management Alliance Conference

The US puts up the barriers to Chinese products

• 20 mayo 2024

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.

Demand for batteries is skyrocketing - we need new ways of extracting lithium

• 21 mayo 2024

Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.

Google’s demanding goals for decarbonisation

• 16 mayo 2024

How banks and government are working together to achieve net zero in the UK

• 07 mayo 2024

Heather Buchanan joins us to discuss the collaboration needed between banks and policymakers to drive forward the energy transition. Listen now for insights into the Bankers For Net Zero initiatives and milestones, exploring the financial implications of decarbonising banking products by 2050.

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 mayo 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

Texas freeze: the real-time impact on gas storage

• 04 marzo 2021

The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

US tight oil – the investment dilemma

• 05 marzo 2021

US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

Tesla’s share price and the future of EVs

• 26 febrero 2021

After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

Asian buyers stay cool as US LNG hit by the deep freeze

• 24 febrero 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Breaking down the Texas winter blackouts: what went wrong?

• 19 febrero 2021

Our power analysts examine the events of the Texas energy crisis that resulted in extended blackouts across the state, leaving millions of people without power and raising questions around the future of emergency preparedness, market structure, and regulation within the energy sector.

Deep freeze hits Texas hard as US Gulf Coast shutters oil complex

• 17 febrero 2021

We're examining the immediate impacts to the oil industry from 15-16 February as captured across our real-time monitoring offerings.

Batteries with Chinese characteristics

• 10 febrero 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

China-US relations, tech wars and climate change

• 26 enero 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Gas and LNG: why 2021 will be a defining year

• 14 enero 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

Rising oil prices test US producers’ willpower

• 15 enero 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?