US LNG exports slump

• 25 6月 2020

The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

European oil products market signposts: ships sitting in Southwold

• 23 6月 2020

Oil floating storage in Northwest Europe is a key signpost to watch for improvements in European oil demand. We take a closer look at diesel floating storage in the region and shipping flows that will change the supply/demand balance in the weeks ahead.

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

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?

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?

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.

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

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?

The disruptive potential of US offshore wind

• 31 7月 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.

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?

CongestionIQ

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

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

WindcastIQ

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

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.

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.

The promise of green hydrogen

• 09 10月 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

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

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.

PeakAlerts

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

US E&Ps polish up their ESG credentials

• 23 10月 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

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.

The coronavirus second wave hits demand for oil

• 06 11月 2020

The numbers of new reported Covid-19 cases have been surging in Europe and the US, forcing lockdowns and putting a brake on the economy. In other news, China plans to end sales of conventional internal combustion engine cars by 2035, counting the cost of plugging old wells, and world oil and gas demand will peak around 2030, Equinor says.