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The US Customs Borders and Protection (CBP)’s release of Astronergy’s modules containing non-Xinjiang Chinese polysilicon will drastically change supply/demand dynamics in the near-term
Key trends to watch out for including the impact of the residential solar slowdown on customer acquisition costs, growth in emerging commercial and community solar markets, adaptation to net metering successor tariffs and more.
Merger creates US$24 billion company that will be the biggest player in US shale gas
The implications of the Biden administration's pause on US LNG export approvals
World’s largest CCUS project up for FID in 2025, but long-term incentives in question
Boosted by the wide-ranging tax incentives in the Inflation Reduction Act, US sustainability financing is at an inflection point. Our new partnered report discusses key matters for financing the energy transition in 2024 and beyond.
A round up of the impact of severe cold weather on the US LNG market so far in 2024
Solar has a strong growth outlook, but many uncertainties lie ahead
Top residential solar installers see market shares decrease
How these major US electricity grid operators are using new policies, planning and technologies to improve their services
The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.
The Inflation Reduction Act will spur investment and progress in clean energy over the next 10 years. In our new partnered report with CohnReznick we examine the tax incentives and opportunities available because of the IRA and what this means for the energy landscape.
Three takeaways from the Utility Supply Management Alliance Conference
Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply
As the US solar supply chain industry faces multiple challenges, the jury is still out
Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth
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.
We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains
Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.
Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market
Analyst highlights from our annual conference
LNG remains at the heart of the Majors’ growth strategies.
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
Hint: it's not the heat
Record auction prices are causing a buzz for PJM, while data centres are driving heavy demand for SPP
SPP focuses on transmission plans while MISO struggles to address reliability
AI data centres drive new gas power opportunities as ERCOT case study reveals strong margin despite construction economics favouring M&A over new builds.
As carbon capture projects face many challenges can the EU close the gap on its Net Zero Industry Act targets?
Colombia's natural gas sector confronts fundamental transformation as onshore production declines whilst demand shifts coastward. Wood Mackenzie forecasts 1.4% annual consumption growth through 2040. Supply increasingly originates from Atlantic Coast offshore discoveries, creating a widening gap between interior demand centres and coastal production hubs, fundamentally altering pricing dynamics.
As the US data centre market races toward unprecedented capacity growth, a critical divide is emerging between announced pipelines and deliverable megawatts. Wood Mackenzie examines where the real battle will be won—and the opportunities this creates.
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