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Over half the world's countries are holding elections this year. They come at a time when resistance to the energy transition is building in many parts of the globe. Ed is joined by Amy Myers Jaffe and Vijay Vaitheeswaran to explore the ramifications of these key elections.
A discussion with Origami Solar and Wood Mackenzie
This bonus episode was recorded during the spring meeting of the Gulf Coast Power Association in Houston. Our guests debate the key trends in electricity demand growth, and the ability of Texas as a deregulated competitive market to respond to these new opportunities and difficulties.
Egyptian LNG import capacity will arrive ahead of peak summer demand
Read on for developments in carbon policy coming out of the US, UK and EU
PPA pricing in 2024 and beyond: a shift from pre-crisis benchmarks
Ted Nordhaus from the Breakthrough Institute discusses achieving a net-zero emission grid by 2050, the challenges getting in the way of nuclear energy adoption and the promising advancements in SMR technology.
With less than 30 years left to achieve a net zero energy system, it is necessary to focus on the solutions that will have the greatest impact and move fast.
We are joined by Haresh Kamath from EPRI to discuss the dynamic outlook of EVs, including market sentiments, the role of battery economics and the potential game-changers like solid-slate batteries.
The big problem with EVs is that they are too expensive. Chinese manufacturers are solving that, and posing a growing threat to companies in the US, Europe and Japan. The pressure to protect domestic industries is growing.
How to develop a low-carbon energy system and maximise revenue from a mature oil and gas province? Many countries face the challenge the UK is trying to deal with today. Its two main political parties have upped the ante on tax rates ahead of an election - and run the risk of stifling investment. How much investment is threatened? Is there a fiscal system that works for both upstream and low carbon? Can other countries learn from the UK?
The future of electricity is at a crossroads, with demand soaring because of AI, EVs and more. Google, Microsoft and Nucor have an innovative plan to boost clean energy tech and aid this rising demand. Tune in to our latest episode of The Energy Gang as host Ed Crooks, alongside experts Dr Melissa Lott and Michael Webber, explore the urgency of this issue and the role emerging technologies must play.
Faced with a significant decommissioning bill over the next ten years, operators are likely to seek alternatives
Divestment by the majors creates an opportunity for domestic producers to increase market share
A slower energy transition means higher demand for fossil fuels, heaping further pressure on oil and gas companies already battling to reduce their emissions. Carbon offsets can help.
Ed Crooks is joined by experts Amy Myers Jaffe and Samantha Gross to discuss the evolving landscape of power demand and climate goals. They also explore the rapid growth of new energy vehicle sales in China and what this means for global emissions reduction efforts.
ESG may have lost its lustre, but the issues haven't gone away.
Solar power installations are on the rise globally
Key insights for investors
Lofty ambitions, particularly for onshore growth, face the reality of industry headwinds
Upstream scope 1 & 2 emissions intensity has been cut by 12% since 2017. But is the industry delivering on decarbonisation?
US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.
The cancellation of NuScale's small modular nuclear reactor project in November cast a shadow over this nascent technology. Yet the project pipeline continues to build, reflecting the industry's belief that SMRs can be a gamechanger for nuclear. How big is the current pipeline? What is the potential scale of SMRs' contribution to net zero? Which countries and developers are leading the way? How much do costs need to come down?
Addressing EQT Corporation’s (EQT) acquisition of Equitrans Midstream Corporation (ETRN), which it previously owned and spun off in 2018, Eunji Oh, senior research analyst for Wood Mackenzie said, “The Northeast region has increasingly faced difficulties building new infrastructure projects and this transaction would give EQT ownership of midstream assets that should increase in value over time if the basin remains constrained.”
How Wood Mackenzie helps utilities make better decisions in the ever-changing power and renewables landscape
Ancillary services are crucial for reliable and safe operation of a power system. Redesign of such markets in Asia Pacific could kickstart the uptake of grid-scale batteries in the region.
We are joined by Andrew Symes, founder and CEO of OXCCU. They’re developing a more efficient way of converting CO2 and hydrogen into hydrocarbons, potentially a monumental step towards more scalable and environmentally friendly fuels.
This bonus episode of Wood Mackenzie’s The Energy Gang is our third from the Distributech conference in Orlando.
Which refineries will be most at risk of closure by 2030?
Green hydrogen is expected to be the winner among the ever-widening hydrogen colour palette. Its potential for zero emissions is the attraction, assuming scaling up of this nascent industry delivers molecules that are cost-competitive. What factors could spoil green hydrogen's low-carbon credentials? Could blue hydrogen have lower carbon intensity than green? Are there solutions that green hydrogen developers can fix?
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