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Opinion
The Inflation Reduction Act and its impact so far
- 02 October 2023
The landmark bill promised to unlock unprecedented levels of cleantech investment while reigniting US manufacturing. But has its lofty expectations lived up to the hype? We explore how the IRA has created seismic changes in PPA markets, propelling US solar growth, and more.
Opinion
RES acquisition of Ingeteam illustrates a broader solar PV O&M shake-up
- 16 October 2023
Change is afoot in the global solar photovoltaic (PV) operations and maintenance (O&M) market, as illustrated by the recent announcement of RES Group’s (Renewable Energy System) intention to acquire Ingeteam. We expect more M&A activity across the renewable technologies service industry.
Opinion
COP28: frequently asked questions
- 18 October 2023
From Paris Agreement goals to the global stocktake, here’s what you need to know about COP28.
Opinion
Abundant, low-cost renewables will transform Nordic power markets
- 18 October 2023
Nordic power markets have long been defined by their ample hydro resources, but the make-up of supply will evolve as new wind capacity serves a major expansion of demand.
Opinion
New State Scorecard maps out how far US state policy must advance to support commercialisation of microgrids
- 02 November 2023
The scorecard, based on Wood Mackenzie microgrid project and market data, shows that all but four states fall short of a ‘B’ grade. Until policy reform delineates microgrids from traditional utilities, developers will remain hamstrung by unclear rules and arbitrary restrictions.
Opinion
High interest rates impede the US residential solar market boom
- 01 November 2023
Next year, US residential solar will experience its first annual contraction since 2017
Opinion
COP28: predictions for the global stocktake
- 02 November 2023
How much progress has been made against Paris Agreement goals – and how much of a course correction is needed?
Opinion
Can European renewables still turn a profit?
- 09 November 2023
Healthy project returns will require effective procurement strategies, project execution and asset management
Opinion
Ebook | Banking on a sustainable future: how to make smarter, more profitable green investments
- 18 December 2023
Leverage our holistic, industry-leading research and analysis to achieve your business’ environmental goals.
Opinion
Turn of the tide? What the entry of Chinese polysilicon to the US means for the American solar supply chain
- 18 December 2023
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
Opinion
10 transaction themes for private equity and principal investors in 2024
- 21 December 2023
We break down the key themes emerging for investors next year; from increased activity in the PV value chain post-IRA to new geothermal opportunities and hotspots.
Opinion
Sodium-ion batteries enter energy storage market
- 24 November 2025
Peak Energy’s sodium-ion batteries could reshape the US energy storage landscape - cheaper, safer and less reliant on China
Opinion
US government backs new nuclear investment
- 07 November 2025
The US bets big on nuclear with an $80 billion Westinghouse deal - can this new wave of reactors deliver where past projects stumbled?
Opinion
What the "big beautiful bill" means for US energy
- 11 July 2025
Wind and solar power will be hit hardest by the loss of tax credits
Opinion
What the US attack on Iran’s nuclear installations means for energy
- 23 June 2025
US strikes on Iran raise geopolitical tensions and energy risks; oil, LNG markets react cautiously. Plus: clean energy tax cuts, Spain blackout inquiry.
Opinion
Energy priorities of House Republicans come out in full force
- 19 May 2025
From wind and solar cuts to a push for Gulf oil leasing, explore how House Republicans’ proposals could reshape the future of US energy.
Opinion
Solar import duties highlight the challenges in building up US manufacturing
- 25 April 2025
Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
Opinion
Energy companies seek answers amid US tariff uncertainty
- 07 March 2025
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
Opinion
Pressure builds on US energy tax credits
- 28 February 2025
US energy policy is shifting - what does it mean for renewables, oil and gas?
Opinion
US energy companies brace for tariff impact
- 07 February 2025
Breaking down the impact of US tariffs on energy, trade and global markets
Opinion
US low-carbon energy manufacturing booms
- 01 November 2024
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
Opinion
Tech companies accelerate nuclear deployment
- 18 October 2024
Nuclear power can play an important role in tackling climate change and strengthening energy security. Its big problem has been buyers have not been willing to pay a premium for 24/7 carbon-free power. This week, that started to change.
Opinion
What carbon capture needs to meet climate goals
- 11 October 2024
What can we expect in the world of energy in 2024. A solar slowdown, relief for OPEC+, and the rise of blue hydrogen are among Wood Mackenzie analysts’ predictions for the year ahead.
Opinion
How AI is reviving the nuclear industry
- 30 September 2024
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.
Opinion
Assessing the risks to US renewables
- 17 September 2024
US tax credits for low-carbon energy have bipartisan support, but could still come under pressure in the next Congress. Wood Mackenzie has modelled a “severe downside scenario” to show the possible impact on investment if the credits are cut.
Opinion
Permitting reform plans raise hopes for accelerated investment in US infrastructure
- 06 August 2024
Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.
Opinion
Nuclear power needs a way to break the stalemate
- 25 June 2024
Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
Opinion
Breaking down the barriers to grid innovation
- 31 May 2024
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.
Opinion
The US puts up the barriers to Chinese products
- 20 May 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.
Opinion
Making low-carbon hydrogen a reality
- 26 April 2024
Hydrogen can play a vital role in getting to net zero. But the current policy framework will not be enough to support growth on the scale required.

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