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Gas prices enter a bearish spring amid crude market volatility

17 April 2025

As winter fades, so too has the support for natural gas prices. Henry Hub is entering a bearish spring, driven by a potent mix of waning heating demand, surging supply, and mounting macroeconomic uncertainty.

Opinion

Liberation Day tariffs threaten to disrupt US wind and solar industries

23 April 2025

Our experts unpack how the new tariffs are sparking turbulence in US clean energy - raising costs, straining supply chains and casting uncertainty over future wind and solar projects

Opinion

Gas prices set the stage for a shifting summer market

01 May 2025

Higher gas prices reshape production, demand, and injection trajectories heading into summer .

Opinion

Cameron LNG maintenance highlights fragility in spring gas demand

08 May 2025

Lower LNG flows collide with already soft seasonal fundamentals.

Opinion

The Louisiana LNG play: Woodside’s new growth engine

19 May 2025

How a high-return, derisked LNG development is reshaping Woodside’s global position and attracting major capital partners.

Opinion

Will summer heat help gas power burns overcome price and renewable headwinds?

15 May 2025

In January, with Henry Hub spot prices averaging above $4.60/MMBtu, gas-fired generation's share of the thermal stack fell to 65%, the second-lowest monthly average since the 2022 price surge.

Opinion

4 things you should know about North American gas to 2050

23 June 2025

From rising gas demand for power generation to the long-term outlook for prices, we give you the lowdown on gas and LNG in North America.

Opinion

Rock solid: geothermal’s upward trajectory

03 June 2025

Our subsurface experts recently published the latest edition of WoodMac’s Geothermal Market Update, which provides comprehensive insight into project and policy developments in the sector.

Opinion

US natural gas storage: spring inventories surge

05 June 2025

Storage maintaining record refill rate with summer heat approaching.

Opinion

US seasonal power outlooks Summer 2025: hot topics for ERCOT, MISO and PJM

09 June 2025

Transmission & reliability improvements, solar growth and rising demand from data centres are key for these power sector RTOs

Opinion

Power struggle: challenging grid conditions for SPP

24 June 2025

Demand growth and an increase in severe weather, combined with a tighter thermal stack, mean this major US RTO is at a pivotal moment

Opinion

Powering through uncertainty: securing critical electrical materials in a difficult United States market

25 June 2025

Uncovering strategies for ensuring critical electrical equipment supply surety

Opinion

North American oil & gas commodity data: how does WoodMac compare to EIA?

24 July 2025

Changes at the EIA spark questions about the continuity and accuracy of US energy reporting.

Opinion

Open season activity signals renewed push for interstate gas pipelines

28 July 2025

Federal reforms, LNG and power demand growth drive new project momentum, though regional roadblocks persist.

Opinion

NYISO thunderstorm alerts: a trading opportunity

29 July 2025

NYISO thunderstorm alerts: a trading opportunity

Opinion

The US residential solar total addressable market will exceed the current US generation fleet

04 August 2025

The US residential solar total addressable market will exceed the current US generation fleet, but how much adoption will realistically occur?

Opinion

Green gains: inside the rise of North American renewable natural gas

26 August 2025

Analysts from Wood Mackenzie’s Biomethane Service recently assessed the North American biomethane market – what drives it and holds it back, the outlook for supply and demand, as well as pricing and policy development.

Opinion

US utility large-load pipelines: a reality check

08 September 2025

Utility commitments to large loads reveal new clarity on where and when data centre capacity will emerge

Opinion

The great LNG shipping reset: how geopolitics is rewriting maritime energy rules

12 September 2025

From idle ships to soaring Asian demand, discover how geopolitics and regulation are rewriting the rules of LNG shipping

Opinion

Reassessing Canadian Export Infrastructure

19 September 2025

What has changed in the last 7 months, and what challenges lie ahead for Canada?

Opinion

How LNG and power are shaping US gas pipeline development

24 September 2025

As gas demand continues to grow, end users are stepping up to underpin midstream projects to secure long-term supply.

Opinion

NG3 pipeline begins deliveries ahead of schedule

03 October 2025

NG3 is online early - adding new Haynesville takeaway capacity to meet growing LNG demand

Opinion

Peak season pressures reshape US power markets as capacity constraints drive price volatility

07 October 2025

PJM's capacity auction hits price cap whilst MISO experiences record interregional flows, highlighting growing supply-demand imbalances across major electricity markets

Opinion

Managing the nitrogen challenge in Permian gas

23 October 2025

Rising Permian supply brings new compositional and cost challenges for LNG exporters.

Opinion

Gulf of America upstream: our view on rig rates

12 November 2025

Day rates have held firm despite significant softening in oil prices since 2022, but can high prices pre-vail much longer?

Opinion

What defined oil trading in 2025: five moments that mattered

01 December 2025

A year shaped by policy uncertainty, supply growth, and structural shifts in refining and trade flows.

Opinion

US L48 gas: injection season ends

02 December 2025

Storage inventories peak at 3.96 Tcf after third-largest injection season of the last decade.

Opinion

US Lower 48: 4 things to look for in 2026

02 January 2026

Oil and gas face diverging paths in the US Lower 48 in 2026.

Opinion

Rising retail rates are accelerating commercial solar payback periods

13 January 2026

Escalating electricity prices create a new landscape for post-ITC commercial solar development

Opinion

Can Venezuela’s aluminium industry be revived?

20 January 2026

The country’s impressive resources aren’t limited to its oil reserves, but what would it take to get its neglected aluminium industry up to speed?

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Search results: 767

Gas prices enter a bearish spring amid crude market volatility

Liberation Day tariffs threaten to disrupt US wind and solar industries

Gas prices set the stage for a shifting summer market

Cameron LNG maintenance highlights fragility in spring gas demand

The Louisiana LNG play: Woodside’s new growth engine

Will summer heat help gas power burns overcome price and renewable headwinds?

4 things you should know about North American gas to 2050

Rock solid: geothermal’s upward trajectory

US natural gas storage: spring inventories surge

US seasonal power outlooks Summer 2025: hot topics for ERCOT, MISO and PJM

Power struggle: challenging grid conditions for SPP

Powering through uncertainty: securing critical electrical materials in a difficult United States market

North American oil & gas commodity data: how does WoodMac compare to EIA?

Open season activity signals renewed push for interstate gas pipelines

NYISO thunderstorm alerts: a trading opportunity

The US residential solar total addressable market will exceed the current US generation fleet

Green gains: inside the rise of North American renewable natural gas

US utility large-load pipelines: a reality check

The great LNG shipping reset: how geopolitics is rewriting maritime energy rules

Reassessing Canadian Export Infrastructure

How LNG and power are shaping US gas pipeline development

NG3 pipeline begins deliveries ahead of schedule

Peak season pressures reshape US power markets as capacity constraints drive price volatility

Managing the nitrogen challenge in Permian gas

Gulf of America upstream: our view on rig rates

What defined oil trading in 2025: five moments that mattered

US L48 gas: injection season ends

US Lower 48: 4 things to look for in 2026

Rising retail rates are accelerating commercial solar payback periods

Can Venezuela’s aluminium industry be revived?

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