Demand growth creates new challenges for the power industry

• 01 March 2024

Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.

Webinar: Financing the next generation of merchant energy storage projects

• 27 October 2022

Financing the next generation of merchant energy storage projects

US Solar Market Insight

US Solar Market Insight™ is a collaboration between the Solar Energy Industries Association® and Wood Mackenzie that brings the most in-depth analysis and forecasts on the solar industry to professionals in the form of quarterly and annual reports.

How to thrive in the petrochemicals downturn

• 23 September 2019

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

COP28: a metals and mining stocktake

• 04 December 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

Record highs for global wind turbine order intake in 2023

• 18 March 2024

Global wind turbine order intake hit new highs in 2023 with 155 gigawatts (GW) procured for the year, an increase of 16 GW from 2022.

The US puts up the barriers to Chinese products

• 20 May 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

US midstream takes hit as Lower 48 E&Ps turn off taps

• 03 June 2020

The oil price crash has hit the US Lower 48 hard. But as exploration and production companies work to mitigate the impact of the crash on their businesses, their strategies are affecting the region’s midstream players.

What’s next for Chevron?

• 17 June 2019

Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.

Predictions for 2020

• 19 December 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.

Energy transition in the Americas: three key questions

• 07 June 2023

The US, Canada and Latin America face different dilemmas in the drive to decarbonise

What a severe downside US post-election scenario could be for renewables

• 17 September 2024

November’s US elections will have major implications across the power and renewables industry

Natural gas prices enter extreme negative territory in the Permian

• 12 June 2019

The Permian natural gas spot price continues to enter new frontiers in 2019. The pipeline constraints that sparked extreme negative Permian daily prices first appeared in late March and early April.

The EPA plans to rev up US EV sales

• 14 April 2023

The Biden administration aims to transform the US vehicle market in a decade. That timetable is excessively ambitious.

Offshore CCS projects could breathe new life into Gulf of Mexico

• 04 November 2022

As the US looks for innovative ways to reduce greenhouse gas emissions, offshore carbon capture storage (CCS) projects in the US Gulf of Mexico (GoM) could play an influential role in meeting future goals, according to analysis from Wood Mackenzie.

Upstream companies positioned to thrive in 2019

• 17 December 2018

Price volatility. Market turbulence. Geopolitical tensions. As 2018 draws to a close the stage is already set for a fascinating 2019 in the upstream industry. In the recently published 2019 upstream and corporate outlook reports, Wood Mackenzie highlights how well prepared the industry is to adapt and thrive in tumultuous times.

Customer Pricing Model

Stay on top of real-time US wholesale cost changes to make informed retail power pricing decisions.

BP sells Alaska business to Hilcorp in US$5.6bn deal

• 27 August 2019

Speaking after BP announced the sale of its Alaska business to Hilcorp in a US$5.6 billion deal, Wood Mackenzie analyst Rowena Gunn said: “The Majors are making progress with their divestment campaigns. This will mean long-held assets and territories will be let go. BP made such a deal today with its sale of all US Alaska assets to privately-owned Hilcorp."

Beyond Renewables: Financing US Sustainability in 2024 and Beyond

• 22 February 2024

Boosted by the wide-ranging tax incentives in the Inflation Reduction Act, US sustainability financing is at an inflection point. Our new partnered report discusses key matters for financing the energy transition in 2024 and beyond.

How are energy supply chains changing as electricity demand surges?

• 26 February 2026

Ed Crooks explores whether the US can build resilient clean energy supply chains while keeping power affordable amid soaring demand

Horizons Live: The bridge

• 10 March 2025

Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.

Solar & Energy Storage Summit 2026

• 29 April 2026

Join Wood Mackenzie’s expert team of solar and energy storage research analysts and consultants in Denver from 29-30 April 2026 as they engage in powerful conversations with solar and energy storage developers, utilities, RTOs/ISOs, commercial offtakers, state and federal policymakers and regulators, financiers and the solar and storage supply chain.

CCUS planned capacity nearing 1 billion tonnes per annum

• 26 August 2022

US Inflation Reduction Act bill set to boost CCUS uptake but more is needed to meet net zero goals by 2050

Can the EU and US hit EV targets amid supply chain shake up?

• 19 June 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

Webinar | Developing a winning IRA strategy: how to navigate uncertainty and maximize benefits from the IRA

• 30 October 2024

Two years on from the introduction of the IRA, join us to discuss how developers, manufacturers, and EPCs (engineering, procurement and construction companies) are maximising project success and making the most of benefits provided by this landmark bill.

European oil products market signposts: ships sitting in Southwold

• 23 June 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.

Colonial Pipeline cyberattack may benefit European refiners

• 10 May 2021

The 2.5 million barrels per day (b/d) Colonial Pipeline moves roughly 45% of the US East Coast's supply of gasoline, diesel, and jet fuel from the Gulf Coast. The duration of the outage following the cyberattack on 7 May 2021 is uncertain. In the short term, Wood Mackenzie expects fuel demand and prices to rise in PADD 1, prompting refined fuel inventories to decline and PADD 1 refiners to maximize production.

Will Trump's Beijing trip win some LNG deals for the US?

• 08 November 2017

The Trump administration has been championing US energy exports as its preferred instrument for narrowing its trade deficit in the wake of the US shale boom. A combination of rising export capacity in the US, LNG import demand growth in China, and political cheerleading has underpinned an uptick in LNG exports to China this year via third party, spot trades. Will Trump's trip to Beijing seal the deal for some major LNG deals?

Shifting away from China for critical minerals would increase costs and delay the energy transition, warns Wood Mackenzie

• 15 August 2024

As major global economies look to reposition critical minerals supply chains outside China, the resulting inefficiencies could increase the cost of finished goods and delay the energy transition. The world cannot achieve decarbonisation without copper, a crucial component in electrification. Curr...

More running room in Lower 48 efficiencies?

• 19 June 2024

Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.