Gas price signals show need for increased supply

• 17 September 2021

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

The slow recovery after Hurricane Ida

• 10 September 2021

Hurricanes are a fact of life in the Gulf of Mexico, and the energy industry has many decades of experience in managing the risks. But Hurricane Ida has been one of the most disruptive in recent years, and about 1.5 million barrels per day of US oil production is still offline. Increased rainfall and potentially higher wind speeds in future could further complicate the challenge of resilience.

US oil producers live up to their promises on spending restraint

• 16 July 2021

The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

Rising costs will hit solar investment

• 01 July 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

Colonial pipeline hack exposes the vulnerability of critical infrastructure

• 14 May 2021

The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

The challenge of upgrading the US grid

• 07 May 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

US nuclear’s problems add to the challenge of carbon-free power

• 30 April 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

Tesla’s share price and the future of EVs

• 26 February 2021

After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

Biden’s climate plans aim at job creation

• 29 January 2021

The president wants to support renewables and EVs, while having little immediate impact on oil and gas

Rising oil prices test US producers’ willpower

• 15 January 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 January 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Ten predictions for energy in 2021

• 18 December 2020

Wood Mackenzie analysts on what we should expect in energy in the coming year, for sectors from oil markets to solar costs and coal exports to EVs

Biden administration set fair for US offshore wind

• 13 November 2020

Priorities for the new president will be creating jobs and cutting emissions. Offshore wind can help him do both

US E&Ps polish up their ESG credentials

• 23 October 2020

Two big acquisitions in US tight oil announced this week have highlighted how E&P companies are seeking to enhance their appeal to investors

The promise of green hydrogen

• 09 October 2020

Hydrogen made from water has been discussed as an energy carrier for 150 years. A steep decline in its cost means it may at last become viable

Google sets a new challenge for renewable energy

• 18 September 2020

Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7

The disruptive potential of US offshore wind

• 31 July 2020

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.

Will there be a bailout for the hard-pressed US shale industry?

• 13 March 2020

As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

Jeff Bezos pledges $10 billion to fight climate change

• 21 February 2020

The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

The IEA’s outlook to 2040

• 15 November 2019

The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

The EU’s new carbon tax at the border

• 31 January 2020

The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

The greening of BlackRock: What it means for energy

• 17 January 2020

In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

Predictions for 2020

• 19 December 2019

For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

Another milestone in the decline of coal in the US

• 22 November 2019

In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.

Natural Gas & LNG: Latest News

• 29 June 2017

Discover the latest news and gas & LNG market trends alongside insights from Wood Mackenzie to allow you to make better strategic decisions.

Energy Transition Service

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Strategic intelligence in European power markets for financials

• 20 July 2023

Comprehensive solutions for forecasting and evaluating future market dynamics in power generation and transmission

Global power generation challenges and opportunities

• 22 January 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever

The challenges and opportunities facing commercial and industrial companies

• 22 January 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever

How investors must navigate the world of renewable energy investment

• 22 January 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever