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The energy storage market is being pulled in two directions by supply chain headwinds and policy tailwinds.
Downstream chemical markets face a downbeat start to 2023 – long on supply, short on demand. But will demand recovery bring some much-needed relief to producer margins?
Trade policy and supply chain challenges cast a cloud on US solar in 2022. The Inflation Reduction Act triggered a brighter end to the year – how will 2023 play out?
After years of underinvestment in US grid infrastructure, public funding and regulatory support will drive grid modernization in 2023.
In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?
ExxonMobil is exiting Italy and Thailand. Further divestments from the Majors are possible, but will hinge on buyer appetite.
A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.
Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.
A slowdown in the hydrogen project pipeline at the end of 2022 was counterbalanced by record electrolyser manufacturing announcements.
The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation
The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.
Wind and solar will attract the lion’s share of energy investment in Europe and continue to benefit from growing scale.
On the Interchange: Recharged, David is joined by Co-Founder and CEO of Energy Vault, Rob Piconi. He believes that the biggest step we need to take to decarbonise is solving our storage problems.
A return to growth is expected in 2023, but major uncertainties linger.
CAISO and SPP have led the development of western US regional power markets – how are they taking shape?
The IRA has transformed the US from laggard to leader in energy transition policy – but greater clarity in some areas will be essential to prospective investors.
Capital discipline and carbon mitigation will be key elements of final investment decisions for upstream oil and gas projects this year
Reviewing the opportunities in the US energy transition for commercial and industrial energy customers.
Business leaders see confidence in Australia’s investment climate at risk.
Europe needs gas, and Africa has plenty of it – but planned exports are fraught with risk
Wood Mackenzie teamed up with Let’s Share the Sun to boost a local community’s access to reliable and affordable power.
Investment tax credit (ITC) adders and loan market headwinds are shaking up the US residential solar financing landscape.
Gas-based feedstocks are the traditional investment driver for steam cracker investments, but with feedstock availability becoming more challenging the economics are under scrutiny.
Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.
Energy storage market dynamics are shaping the evolution of battery formats, components and production.
What’s driving the impressive growth of the gas sector in the Middle East?
The Majors have focused investment in nine areas of energy transition technology
Natural gas demand is on the rise in Latin America – the region will need to maximise its gas supply to counter production decline in some countries.
ADNOC has aggressive decarbonisation targets under a strategy that includes, somewhat counterintuitively, oil and gas growth and a renewed emphasis on licensing and exploration.
Market activity is picking up for Petrobras – developments are moving forward quickly, while exploration remains slow.
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