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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
The new president aims to expedite investment in gas export plants. Some obstacles will be difficult to remove.
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.
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.
Electric vehicles must build consumer confidence regarding range and charging options to transition from niche to mass market. We discuss the growth of EV charging in the U.S., addressing critical questions about infrastructure and technology.
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.
Booming data centre build-out is a key driver of resurgent US power demand.
The financing landscape continues to evolve through the tumult
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
Investors in the Lower 48 E&P sector are demanding greater capital discipline. US Independents are under pressure to deliver returns, free cash flow and demonstrate meaningful capital discipline. New research from Wood Mackenzie shows that in the tug-of-war between value and volume, value has emerged as the winner.
Tesla has introduced a standardized approach to solar sales, but the approach is a gamble for the company and solar customers
The two contenders for the US presidency have fundamentally different views on energy, but have been seeking to win over swing voters
For passenger and light freight vehicles, electric options are available and becoming more competitive. But long-distance road transport faces an uphill struggle
Currently, US tight oil meets 10% of global demand. Find out how a slow recovery would impact the global oil market, and what it would mean for OPEC and non-OPEC producers.
Joe Biden is clear that he would not try to ban hydraulic fracturing. But a row over it highlights the challenge facing his energy strategy
A strong rise in prices in Asia and record US exports show how demand for LNG is bouncing back. Other markets are set to follow
Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.
Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?
Is nuclear key to net zero in Asia?
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Is the world running out of high-quality oil and gas? Valentina Kretzschmar, Head of Energy Transition at Capricorn Energy and Andrew Latham, Vice-President of Energy Research at Wood Mackenzie join to discuss this month’s Horizons topic.
The inflection points we see across the production, exploration, sustainability and M&A themes.
The overarching theme for the US Lower 48 next year will be change. The question is: how much?
The cost of gasoline has become a political problem for President Biden. He does not have many options for bringing it down.
Opportunities, risks and the changing growth profile of distributed energy resources in the US
Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.
Annual matching requirements for new IRA tax credits could kick-start economically competitive green hydrogen production.
On 10 June, it was confirmed that BP, Mitsui &Co, Shell and TotalEnergies will take a 10% stake in Ruwais LNG. ADNOC will retain a 60% stake and serve as the lead developer and the operator.
We explore the science and analysis behind DAC and CCS technologies, including their socio-political implications. Guest host Amy Myers-Jaffe is joined by Emily Grubert and Robbie Orvis to discuss the opportunities and challenges.
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