• Opinion

  The tide is turning on marine power investment | Podcast

  • 31 3月 2023

  On The Interchange: Recharged today we look at the technology that could drive marine power into the same league as wind and solar.

• Opinion

  The US solar industry looks ahead after a volatile year

  • 09 3月 2023

  A return to growth is expected in 2023, but major uncertainties linger.

• Opinion

  Spark of inspiration: the huge opportunity to power the EV market

  • 16 3月 2023

  Michael Insulan from Electra and WoodMac's Egor Prokhodtsev discuss the ongoing demand for batteries and the current state of the EV market.

• Opinion

  Maximising the Inflation Reduction Act: four things to watch

  • 20 3月 2023

  The IRA has transformed the US from laggard to leader in energy transition policy – but greater clarity in some areas will be essential to prospective investors.

• Opinion

  Data and innovation are revolutionizing the grid

  • 17 2月 2023

  We chair a panel discussion with three experts in grid innovation. The energy transition will put a huge pressure on the grid. The technology to propel us through the transition already exists. The puzzle to solve is how to use it most efficiently.

• Opinion

  Assessing the challenges ahead for carbon capture in the US

  • 17 2月 2023

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

• Opinion

  US oil demand on course for long, slow decline

  • 10 2月 2023

  President Biden's state of the union speech focused on the future need for oil and the future of investment

• Opinion

  Hydrogen powering our future: would you bet on it?  

  • 20 1月 2023

  We are joined by Luke Johnson from H2 Green, and Melany Vargas, Head of Hydrogen Consulting at Wood Mackenzie. They are discussing hydrogen and how it will play a key part in powering our future.

• Opinion

  Capital discipline raises questions about US oilfield services

  • 03 2月 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

  All the best and unheard interviews from the Grid Edge Innovation Summit

  • 03 2月 2023

  We bring you the best and some unheard interviews from the recent Grid Edge Innovation Summit. Hear from experts from the leading distribution utilities, software technology developers, public utility commissions and distributed generation players in North America addressing key issues affecting the sector.

• Opinion

  Accelerating the transition to net zero – COP27 and the urgency to act now | Podcast

  • 11 11月 2022

  With COP27 well underway, our Interchange Recharged podcast we are joined by Rick Saines from Pollination to discuss what needs to be done to ensure companies and governments stay on track to achieving net zero.

• Opinion

  What does a split US Congress mean for the energy transition? | Podcast

  • 02 12月 2022

  On this week’s episode, Ed Crooks is joined by Jackie Forrest of the ARC Energy Research Institute and Robbie Orvis of Energy Innovation. The year has almost ended and there’s a lot going on in the world of energy. The gang discusses key topics including what a split US Congress could mean for the energy transition and the role of natural gas as we work towards net zero.

• Opinion

  The Interchange Recharged podcast: Round-up of the Grid Edge Innovation Summit

  • 09 12月 2022

  The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.

• Opinion

  The Interchange Recharged podcast: Live at the Grid Edge Innovation Summit – Day One

  • 07 12月 2022

  Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.

• Opinion

  The US solar industry waits

  • 13 12月 2022

  Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.

• Opinion

  Lower 48 midstream not immune to oil price volatility

  • 03 6月 2020

  Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  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.

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Opinion

  Tesla’s share price and the future of EVs

  • 26 2月 2021

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

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 1月 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?

• Opinion

  Can the US offshore wind industry reach Biden’s 30 GW target?

  • 03 8月 2021

  State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

• Opinion

  US community solar market faces a near-term peak

  • 27 7月 2021

  Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• Opinion

  On the road again: where will US gasoline demand go this summer?

  • 26 4月 2021

  Find out when we expect gasoline to return to pre-pandemic levels, how prices could affect the demand trajectory and more in this complimentary insight.

• Opinion

  Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

  • 12 4月 2021

  Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

• Opinion

  Grid edge quarterly briefing: infrastructure and investor spending on the rise

  • 29 4月 2021

  Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.