How the worst oil price crash in history changed the upstream industry

• 24 6月 2020

The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?

Capital is still flowing into the US oil and gas industry

• 19 6月 2020

The US oil and gas industry has been a challenging sector for investors for years, and the fall in oil prices in 2020 has added to its difficulties. But recent bond issues by US E&Ps have shown that debt markets are still open for some

Shell takes a hit from the coronavirus downturn

• 02 7月 2020

The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

US pipelines blocked by the courts

• 09 7月 2020

Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

Why US solar tariffs (almost) worked – and why they don’t now

• 20 7月 2020

Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

Pioneer plus Parsley: What’s our Permian prognosis?

• 27 10月 2020

News on Pioneer/Parsley broke less than 48 hours after ConocoPhillips announced its acquisition of Concho Resources. Tight oil consolidation is booming, and it's starting with the big, financially-strong producers. Find out some more important takeaways from the transaction that aren’t necessarily reflected in the publicized deal metrics?

US residential solar finance will falter in 2020

• 14 8月 2020

US residential solar finance is taking a hit in 2020 due to Covid-19 impacts.

What does Chesapeake's bankruptcy mean for US natural gas?

• 01 7月 2020

Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.

US utilities are still choosing solar

• 05 8月 2020

Utility-scale solar PV is likely to remain the most economically competitive electricity source in the US

What forces will shape global gas markets over the next two decades?

• 13 8月 2020

Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

Decarbonisation and peak gas demand

• 31 7月 2020

Gas is to be the bridging fuel of the transition, its lower carbon intensity supporting its position in the energy mix longer than coal and oil. Yet nothing can be taken for granted as decarbonisation policy tilts the playing field away from fossil fuels.

Why the majors, electric utilities, and private equity firms all want to own US microgrids

• 03 9月 2020

The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.

US utilities are leaving non-wires alternatives on the table

• 27 8月 2020

Proposed non-wires alternatives are still often deemed either more expensive or less reliable than the conventional reinforcement option

Trump vs Biden: what does the election mean for US coal markets?

• 09 9月 2020

In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?

Has Covid-19 changed the economics of plastics recycling?

• 25 8月 2020

The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?

Commercial solar could be huge – what’s holding it back?

• 17 8月 2020

Today there are only 15 commercial wind leases in the , and a number of them are held by the same group of companies

Google sets a new challenge for renewable energy

• 18 9月 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

CongestionIQ

Leverage our quantifiable predictions about congestion events across the US power grid to develop and strengthen congestion trading and hedging strategies.

WindcastIQ

Anticipate wind-related congestion and power price volatility, with accurate wind power generation forecasts and expert market analysis.

Solar tax equity is more competitive than ever

• 15 10月 2020

The forces shaping current tax equity transactions – increasing competition for a limited resource, barriers to entry for new suppliers, and strong investor preferences – have always been there, but 2020 has exacerbated them.

Oil

• 16 11月 2020

Stay ahead of the oil market with our real-time, proprietary data collected by patented monitoring technology.

A new model for M&A in US oil

• 06 10月 2020

Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

PeakAlerts

Gain unique insight into North American power markets with our real-time coincident peak alert and reporting service.

Radical reform and China’s pathway to carbon neutrality

• 30 9月 2020

Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

Five constraints on US tight oil production

• 23 10月 2020

The 2020 collapse in oil price hasn’t just killed tight oil’s growth, it smashed volumes down in the space of just a few months. The big question is whether it will ever return to a growth path.

What will the 2020 elections mean for US energy?

• 21 10月 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

Climate change, DERs, and other updates from the grid edge in Q3

• 30 10月 2020

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

Biden administration set fair for US offshore wind

• 13 11月 2020

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

US distributed solar: four predictions for 2024

• 17 1月 2024

Key trends to watch out for including the impact of the residential solar slowdown on customer acquisition costs, growth in emerging commercial and community solar markets, adaptation to net metering successor tariffs and more.

US Gulf of Mexico: 5 things to look for in 2025

• 07 1月 2025

With a new administration and refreshed focus on domestic production growth set to take effect in January, the regulatory future looks bright.