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Opinion
Asian buyers stay cool as US LNG hit by the deep freeze
- 24 February 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
China-US relations, tech wars and climate change
- 26 January 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
Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?
- 12 April 2021
Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.
Opinion
What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid
- 23 June 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
US community solar market faces a near-term peak
- 27 July 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
Can the US offshore wind industry reach Biden’s 30 GW target?
- 03 August 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
Will the US gas market be a tricky balancing act this winter?
- 11 August 2021
Rallying prices underscore the delicate supply-demand balance in an increasingly global market
Opinion
Trading further-out futures: tackling renewable-fuelled congestion
- 06 September 2021
High renewable penetration and transmission congestion are shifting power trading dynamics in the US.
Opinion
US renewables project finance: five things to know
- 08 September 2021
From ESG to tax equity, we look at the market and policy factors that could have an impact on the financing of clean energy projects in the US over the next few years.
Opinion
The disappointment and ambition of the US Infrastructure Investment and Jobs Act
- 11 October 2021
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
Opinion
Major financiers capitalise on a growing US residential solar market
- 27 October 2021
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
Opinion
US residential solar: why is customer acquisition still so costly?
- 02 November 2021
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Opinion
Continental off the shelf with Permian Basin purchase from Pioneer
- 08 November 2021
Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.
Opinion
What does the global push for electrification mean for the grid edge?
- 30 November 2021
A preview of the Wood Mackenzie Grid Edge Innovation Series, sharing market insight and exploring the huge potential of technologies and tools at the grid edge.
Opinion
Will private operators keep pushing Permian production higher?
- 01 February 2022
Private operators’ booming activity levels took Permian oil production to new highs in 2021. Can private operators sustain this momentum and continue to grow at an outlier pace?
Opinion
US utility-scale solar: will policy power a rebound?
- 19 April 2022
Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.
Opinion
Can the US make the switch to electric heavy-duty trucks?
- 11 May 2022
The transition to heavy-duty vehicle electrification could be accelerating.
Opinion
Anticircumvention investigation paralyses US solar
- 08 June 2022
Shipments of equipment from Cambodia, Malaysia, Thailand and Vietnam have virtually stopped. Development activity has stalled for most of the industry. What are the impacts of the anticircumvention investigation on each segment of the industry?
Opinion
The grid edge of the future: delivering distributed energy and electrification at scale
- 18 October 2022
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
Opinion
Inflation Reduction Act tailwinds – and other tales from the grid edge
- 26 October 2022
Three key trends from the latest grid edge quarterly briefing.
Opinion
The US solar industry looks ahead after a volatile year
- 09 March 2023
A return to growth is expected in 2023, but major uncertainties linger.
Opinion
Power rush in the Wild West: tracking the progress of US regional power market pioneers
- 13 March 2023
CAISO and SPP have led the development of western US regional power markets – how are they taking shape?
Opinion
Maximising the Inflation Reduction Act: four things to watch
- 20 March 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
A new era for US residential solar finance
- 26 April 2023
Investment tax credit (ITC) adders and loan market headwinds are shaking up the US residential solar financing landscape.
Opinion
Will a supply response help avoid US gas storage containment this summer?
- 27 April 2023
Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.
Opinion
US solar: the long and winding road to domestic module procurement
- 25 May 2023
The Inflation Reduction Act delivers a significant demand boost for US solar – but proposed domestic content guidelines pose a challenge for renewable developers.
Opinion
Can drayage trucks go electric?
- 03 August 2023
Government funding and innovative business models are driving the electrification of the US drayage sector.
Opinion
The Inflation Reduction Act one year on
- 04 August 2023
What has changed since the landmark US policy was passed and what does it mean for the energy transition?
Opinion
Where next for oil & gas exploration?
- 21 September 2023
Attractive economics and the need for advantaged barrels bode well for future exploration
Opinion
A new tight oil powerhouse: Permian Resources and Earthstone create a new large-cap US E&P
- 30 August 2023
Over the course of just one year, US$6.6 billion of deals have culminated in the twelfth-largest oil-focused US E&P.

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