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.

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.

Big Oil commits to dividends in troubled times

• 30 10月 2020

The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

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

Predictions for 2020

• 19 12月 2019

For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

When will Tesla make a profit?

• 22 1月 2020

When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.

The greening of BlackRock: What it means for energy

• 17 1月 2020

In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

OPEC's surprise production cut

• 06 12月 2019

The OPEC+ group's flexible approach to managing the market is good for prices in the short term, but creates uncertainty beyond 2020. Get the latest analysis of today's OPEC announcement from Ed Crooks with Ann-Louise Hittle, head of macro oils.

US solar market sees best quarter ever for residential installations

• 12 12月 2019

U.S. residential solar market sets new record in Q3 2019. Download the free executive summary from Wood Mackenzie and SEIA.

Another milestone in the decline of coal in the US

• 22 11月 2019

In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.

What technology is winning the global energy storage race?

• 26 11月 2019

What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.

The IEA’s outlook to 2040

• 15 11月 2019

The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

The "massive challenge" of a 2 degree world

• 08 11月 2019

Democratic presidential challengers have pledged to end fracking. That’s not a realistic aim, but their commitments are still significant. Get the latest from Ed Crooks, Vice-Chairman, Americas.

Enterprise targets a second PDH unit in the US

• 08 11月 2019

Enterprise has confirmed plans to construct a second propane dehydrogenation (PDH) plant. So how much capacity will be added – and what's driving the need for new on-purpose production?

Electric vehicles: is workplace charging good for business?

• 07 11月 2019

The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.

Challenges to tight oil’s growth as spend tapers

• 01 10月 2019

How is US tight oil performing in this febrile environment? Simon Flowers asks R.T. Dukes and his team of Lower 48 researchers.

How South Texas market shifts will create gas price divergence

• 13 9月 2019

Permian and Eagle Ford gas production growth are meeting robust LNG export in South Texas. What does this mean for Katy, Agua Dulce and HSC price hubs?

Tough second quarter for US chemical companies

• 13 9月 2019

US chemical company earnings for Q2 2019 came under pressure as uncertainty caused by the US-China trade war and a slowing economy affected demand. What do we expect for the rest of 2019? Our analysts Hugh Hartzog and Ashish Chitalia take a closer look at the trends behind the numbers.

Who will make money on the second wave of US LNG?

• 06 9月 2019

Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.

How to thrive in the petrochemicals downturn

• 23 9月 2019

The petrochemicals industry has been enjoying boom conditions. But after several years of strong margin generation, storm clouds are gathering.

Notes from URTeC and our views on development cubes and in-basin sand

• 26 8月 2019

Listen to the latest episode of Crude For Thought: Notes from URTeC and our views on development cubes and in-basin sand

Electric vehicle range anxiety: what’s your limit?

• 19 8月 2019

Wood Mackenzie estimates that by 2020, 9.4 million EVs be on the road, with 7 million residential charging points. Can the EV revolution take range anxiety?

US government looks to chip in on EV charging infrastructure

• 05 8月 2019

The US Senate is allocating nearly $300 billion to America's Transportation Infrastructure Act (ATIA). Alternative fueling stations will benefit EV drivers.

North America crude markets, the outlook for oil and the Russian gas route to market

• 30 7月 2019

Hot topics from our most popular reports: Permian cube development potential, a long-term outlook for oils and Russian gas infrastructure and production hotspots

Permian basin GOR: recalibrating US gas production models

• 09 7月 2019

Rising Permian gas-to-oil ratios hold huge implications for the US gas production outlook. Natural gas pipelines, flaring and Waha basis are all impacted.

How will the closure of Philadelphia Energy Solutions impact US aromatics?

• 15 7月 2019

Philadelphia Energy Solutions has announced its intention to shut down refinery operations permanently following a fire at the facility on June 21, 2019. Understand the impact of the closure of the 600,000-tonnes-per-year cumene unit at the site on global and US cumene markets.

Tight oil M&A: after Anadarko, remember small deals too

• 15 7月 2019

Tight oil M&A is all about arbitrage. Private equity-backed operators have a lot to prove. The US shale M&A landscape is perking up in lower price ranges.