• Opinion

  Horizons Live: No country for old fields

  • 09 12月 2024

  Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.

• Opinion

  How Chinese PTA and MEG futures impact the polyester industry?

  • 30 1月 2019

  The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.

• Opinion

  Sunrun retains its title as the largest residential solar installer in the US

  • 31 3月 2021

  Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?

• Opinion

  Four ways US solar broke records in 2020

  • 16 3月 2021

  The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

• Opinion

  From federal spending to Texas blackouts: key themes shaping the US grid edge

  • 03 3月 2021

  The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

• Opinion

  Federal leases and permits: how much could US tight oil shrink?

  • 03 3月 2021

  The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

• Opinion

  What President Biden’s first day means for energy

  • 22 1月 2021

  Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

• Opinion

  The battle over wind, solar and storage

  • 03 8月 2021

  In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?

• Opinion

  Supply chain constraints loom for US solar

  • 15 6月 2021

  While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?

• Opinion

  Winter reliability and the road to net zero

  • 28 4月 2021

  Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

• Opinion

  Major growth ahead for US commercial solar

  • 17 5月 2021

  2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

• Opinion

  US Infrastructure bill bets on breakthrough technologies

  • 12 11月 2021

  The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

• Opinion

  Trade becomes a new tactic for curbing emissions

  • 05 11月 2021

  On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

• Opinion

  Plugging the methane leaks

  • 29 10月 2021

  The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.

• Opinion

  The nuclear moment

  • 22 10月 2021

  Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

• Opinion

  Responsibly sourced gas (RSG): a primer

  • 18 10月 2021

  Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.

• Opinion

  Winners and losers in the energy transition

  • 15 10月 2021

  Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

• Opinion

  The significance of low residential solar-plus-storage adoption in New Jersey

  • 04 10月 2021

  Residential battery storage in the US is growing quickly as more customers become familiar with solar-plus-storage options for backup power.

• Opinion

  Making Long Duration Energy Storage Viable

  • 12 9月 2021

  In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States

• Opinion

  Hurricane Ida causes historic US crude supply chain disruption

  • 31 8月 2021

  Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.

• Opinion

  Does lower reinvestment mean tight oil can’t grow?

  • 12 10月 2021

  A more mature tight oil sector means investors are looking for value, not just growth. Achieving value will mean limiting reinvestment and reducing production.

• Opinion

  The Energy Gang podcast: What emerging climate tech sectors are ready for growth?

  • 03 8月 2021

  After 30 years of R&D and commercial proof, hundreds of billions in institutional dollars are pour...

• Opinion

  Could solar energy power nearly half of the US electric grid by 2050?

  • 20 9月 2021

  We use Lens Power to assess the feasibility of this ambitious target.

• Opinion

  US solar PV system costs increase in 2021

  • 02 9月 2021

  Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.

• Opinion

  Trade actions and supply chain challenges steal spotlight from strong US solar deployments

  • 14 9月 2021

  US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.

• Opinion

  A new inflection point for clean energy

  • 12 8月 2021

  In this latest podcast episode from Wood Mackenzie and CohnReznick, we look at the mega trends for clean energy in the corporate world

• Opinion

  Redefining the US ‘solar coaster’

  • 14 12月 2021

  Opposing dynamics – from escalating supply chain constraints to the Build Back Better (BBB) Act – could drive the biggest fluctuations in near-term US solar capacity since 2016.

• Opinion

  Introducing The Interchange Recharged

  • 04 11月 2021

  Join our inaugural episode of The Interchange Recharged as a space to learn about the technology which underlines the energy transition.

• Opinion

  The Energy Gang podcast: Power after carbon

  • 14 9月 2021

  The electric grid is a central pillar of a zero-carbon economy. But in an era of unrelenting ...

• Opinion

  The Energy Gang podcast: Will Direct-Air Carbon Capture be viable

  • 20 9月 2021

  Carbon capture has long been criticized as too nascent, too expensive, and too distracting. I...