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Green hydrogen is expected to be the winner among the ever-widening hydrogen colour palette. Its potential for zero emissions is the attraction, assuming scaling up of this nascent industry delivers molecules that are cost-competitive. What factors could spoil green hydrogen's low-carbon credentials? Could blue hydrogen have lower carbon intensity than green? Are there solutions that green hydrogen developers can fix?
Can the rest of the world compete with China?
What does it all mean for the organic investment required to deliver the new supply to meet demand?
The challenges in accelerating the energy transition
Low-carbon hydrogen will play a critical role in decarbonisation, contributing at least 4% of global energy demand by 2050. Who are best placed to become market leaders?
ExxonMobil’s US$64.5 billion acquisition of Pioneer Natural Resources could mean US tight oil output grows faster in the future.
Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.
The Biden administration plans the "fewest offshore oil and gas lease sales in history", and the rest of the week’s key energy news.
Read our take on an apparent breakthrough for enhanced geothermal energy, India’s LNG agreements, Indonesia’s oil and gas production, and more on ExxonMobil’s acquisition of Denbury.
Our take on pure player EQT's latest sustainability report – and more energy news and views in brief.
As the E&P sector embraces capital discipline and stability through the cycle, the US may be losing its role as a swing producer
The complexities of construction and operation mean that hopes of low-cost nuclear power have often been disappointed. The industry now has a chance to break that cycle
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.
After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
In the US, corporate decisions on energy purchases have been key factors driving the growth of renewables
Distillate stocks are low in New York Harbor. Waivers from US shipping rules would help
Manufacturers are betting big on the rapid growth of EV sales in the US. Political and legal uncertainty is the greatest risk.
The Obama administration’s attempt to regulate power sector emissions has been ruled illegal, constraining future policy. Renewables are set to grow anyway.
The president has asked refiners to increase output. Effective solutions will be more complex.
Refining capacity constraints, OPEC+ strategy and investor demands have driven up fuel prices worldwide, with little prospect of relief in the short term.
Cryptocurrency miners' ambitious plans mean adding significant new demand for electricity, but could help balance the grid.
The government has ambitious goals for cutting emissions. It doesn't want them to drive down oil and gas production.
The transition to low-carbon sources creates a new set of concerns about excessive dependence on imports. How could we rethink energy security?
The US and EU still aim to tackle climate change. But cutting European imports of Russian gas is the immediate priority.
The cost of gasoline has become a political problem for President Biden. He does not have many options for bringing it down.
Restrictions on Russia's financial system are already affecting energy trades. And momentum for longer-term changes is building.
European governments are looking at ways to limit their dependence on Russian energy. What plans have been announced for increased investment in LNG, nuclear power and renewables?
The US government wants electric vans in the USPS' new fleet, France seeks an expansion of nuclear power, and exploring the progress of fusion power.
ExxonMobil and Chevron's oil and gas production plans in Texas and New Mexico, Georgia Power look to exit coal and the surging interest in CCUS and hydrogen.
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