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Deals show the enduring appeal of US gas

19 April 2024

Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

Opinion

Home energy storage booms in the US

15 April 2024

Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

Opinion

China’s solar growth sends module prices plummeting

05 April 2024

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.

Opinion

Demand growth creates new challenges for the power industry

01 March 2024

Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.

Opinion

US LNG export restrictions underline the case for blue ammonia

02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Opinion

The contrasting fortunes of solar and wind in the US

26 January 2024

Solar installations have been outpacing wind in the US, but face growing challenges in securing grid connections.

Opinion

Ten predictions for energy in 2024

15 December 2023

A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

Opinion

Tensions over “green protectionism” emerge at COP28

01 December 2023

Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

Opinion

Bumps in the road for EVs

06 November 2023

Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

Opinion

Energy Pulse: in brief (1 September)

01 September 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

Opinion

Energy Pulse: in brief (4th August)

04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

Opinion

Energy Pulse: in brief (28 July)

28 July 2023

News and views in brief from some of our global energy specialists, including challenges for offshore wind in Europe, Equinor buys renewables assets in Brazil, China adds to its LNG import capacity, and a potentially revolutionary scientific discovery.

Opinion

Energy Pulse: in brief (7 July)

07 July 2023

This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.

Opinion

US EV charging reaches its VHS moment

16 June 2023

The decisions by Ford and GM to adopt Tesla’s charging technology in the US mean that the market is closing in on a single standard.

Opinion

The Biden administration aims to accelerate the decarbonisation of US power

19 May 2023

The EPA’s proposed emissions standards for power plants face a battle in the courts. Other factors will be more significant for the industry.

Opinion

The limits to resource nationalism for lithium

12 May 2023

Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.

Opinion

Washington tariff dispute creates uncertainty for US solar

05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

Opinion

GHG accounting reform could change energy investment

28 April 2023

Standards for greenhouse gas reporting are being reviewed. New rules could shift incentives for corporate renewables procurement.

Opinion

Slow going for US power transmission

21 April 2023

Three large projects are making progress in the West. But is the pace of development fast enough?

Opinion

The EPA plans to rev up US EV sales

14 April 2023

The Biden administration aims to transform the US vehicle market in a decade. That timetable is excessively ambitious.

Opinion

Assessing the challenges ahead for carbon capture in the US

17 February 2023

CCUS has great potential, but economics, regulation, and politics create some complex problems to be solved

Opinion

Capital discipline raises questions about US oilfield services

03 February 2023

Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

Opinion

US greenhouse gas emissions are falling, but not fast enough

20 January 2023

Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.

Opinion

Why permitting reform could help the US energy industry

12 December 2022

Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors

Opinion

International tensions shape COP27 climate talks

14 November 2022

COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

Opinion

Green signals but no sharp turns expected in Brazil

07 November 2022

Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.

Opinion

Anti-dumping threat throws US solar industry into turmoil

06 May 2022

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.

Opinion

Russia sanctions begin to threaten energy flows

08 March 2022

The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact

Opinion

Mass-market electric vehicles create new challenges for the grid

18 February 2022

In this year’s Super Bowl, six companies showed ads that showcased their electric vehicles, two included EVs in their commercials, and one advertised EV chargers.

Opinion

Policy changes threaten California’s solar industry

28 January 2022

Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.

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Search results: 1056

Deals show the enduring appeal of US gas

Home energy storage booms in the US

China’s solar growth sends module prices plummeting

Demand growth creates new challenges for the power industry

US LNG export restrictions underline the case for blue ammonia

The contrasting fortunes of solar and wind in the US

Ten predictions for energy in 2024

Tensions over “green protectionism” emerge at COP28

Bumps in the road for EVs

Energy Pulse: in brief (1 September)

Energy Pulse: in brief (4th August)

Energy Pulse: in brief (28 July)

Energy Pulse: in brief (7 July)

US EV charging reaches its VHS moment

The Biden administration aims to accelerate the decarbonisation of US power

The limits to resource nationalism for lithium

Washington tariff dispute creates uncertainty for US solar

GHG accounting reform could change energy investment

Slow going for US power transmission

The EPA plans to rev up US EV sales

Assessing the challenges ahead for carbon capture in the US

Capital discipline raises questions about US oilfield services

US greenhouse gas emissions are falling, but not fast enough

Why permitting reform could help the US energy industry

International tensions shape COP27 climate talks

Green signals but no sharp turns expected in Brazil

Anti-dumping threat throws US solar industry into turmoil

Russia sanctions begin to threaten energy flows

Mass-market electric vehicles create new challenges for the grid

Policy changes threaten California’s solar industry

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