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After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend
Earnings announcements from oil majors and utility groups this week have demonstrated the superior resilience of electricity businesses.
The most-watched US crude futures fell below zero on Monday, in a sign of the extreme conditions facing the industry
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?
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.
The two contenders for the US presidency have fundamentally different views on energy, but have been seeking to win over swing voters
Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
Three large projects are making progress in the West. But is the pace of development fast enough?
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt
A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth
As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.
When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.
European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome
Demand for the rare platinum group metal, used as a catalyst, is set to soar as the hydrogen industry develops.
Biden administration’s climate and energy strategy faces a conflict between supporting US manufacturing in low-carbon technologies and encouraging the fastest possible deployment of renewable energy.
The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact
Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.
Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.
As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.
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?
Surging electricity demand for AI is prompting companies and banks to look at building new nuclear power plants in the US. Government support will still be needed.
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.
When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.
WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?
The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax
Offshore wind in the US has lagged behind Europe, where in some countries projects are now economically viable without special subsidies. The US industry faces a different set of challenges, but state policies and the federal Investment Tax Credit have created the conditions for what could be a boom over the next few years.
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