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US low-carbon energy manufacturing booms

01 November 2024

Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs

Opinion

Tech companies accelerate nuclear deployment

18 October 2024

Nuclear power can play an important role in tackling climate change and strengthening energy security. Its big problem has been buyers have not been willing to pay a premium for 24/7 carbon-free power. This week, that started to change.

Opinion

What carbon capture needs to meet climate goals

11 October 2024

What can we expect in the world of energy in 2024. A solar slowdown, relief for OPEC+, and the rise of blue hydrogen are among Wood Mackenzie analysts’ predictions for the year ahead.

Opinion

Threats to oil supplies show the limits of US production growth

08 October 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

Opinion

How AI is reviving the nuclear industry

30 September 2024

Surging electricity demand for AI is prompting companies and banks to look at building new nuclear power plants in the US. Government support will still be needed.

Opinion

Assessing the risks to US renewables

17 September 2024

US tax credits for low-carbon energy have bipartisan support, but could still come under pressure in the next Congress. Wood Mackenzie has modelled a “severe downside scenario” to show the possible impact on investment if the credits are cut.

Opinion

Trump and Harris set out contrasting visions for US energy

06 September 2024

Former President Donald Trump and Vice President Kamala Harris have set out sharply contrasting visions for energy, but a US administration’s ability to change the industry is limited.

Opinion

Permitting reform plans raise hopes for accelerated investment in US infrastructure

06 August 2024

Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.

Opinion

Nuclear power needs a way to break the stalemate

25 June 2024

Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.

Opinion

OPEC+ plans to boost oil production

07 June 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Opinion

Breaking down the barriers to grid innovation

31 May 2024

When you need more transmission capacity to connect up wind and solar and data centres, but it’s hard to build new lines, innovative grid technologies could be the answer. The Biden administration is trying to break down barriers to deployment.

Opinion

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.

Opinion

Making low-carbon hydrogen a reality

26 April 2024

Hydrogen can play a vital role in getting to net zero. But the current policy framework will not be enough to support growth on the scale required.

Opinion

Deals show the enduring appeal of US gas

19 April 2024

Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

Opinion

Home energy storage booms in the US

15 April 2024

Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

Opinion

China’s solar growth sends module prices plummeting

05 April 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

Opinion

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.

Opinion

US gas enters an era of increased price volatility

23 February 2024

A mild winter has driven US gas prices down to levels last seen during the pandemic. After the spike in prices in 2022, it seems as though the market has become more volatile. One key reason is that the US has not been building enough gas storage.

Opinion

The energy transition sparks new interest in copper mining

09 February 2024

A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

Opinion

US LNG export restrictions underline the case for blue ammonia

02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Opinion

The contrasting fortunes of solar and wind in the US

26 January 2024

Solar installations have been outpacing wind in the US, but face growing challenges in securing grid connections.

Opinion

What a second Trump term could mean for US oil and gas

12 January 2024

If he wins a second term, former President Trump will aim to boost US oil and gas output. It will be easier to raise demand than supply.

Opinion

Ten predictions for energy in 2024

15 December 2023

A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

Opinion

Tensions over “green protectionism” emerge at COP28

01 December 2023

Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

Opinion

Bumps in the road for EVs

06 November 2023

Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

Opinion

Energy Pulse: in brief (1 September)

01 September 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

Opinion

Energy Pulse: in brief (18 August)

18 August 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

Opinion

Energy Pulse: in brief (4th August)

04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

Opinion

Energy Pulse: in brief (28 July)

28 July 2023

News and views in brief from some of our global energy specialists, including challenges for offshore wind in Europe, Equinor buys renewables assets in Brazil, China adds to its LNG import capacity, and a potentially revolutionary scientific discovery.

Opinion

US policy creates uncertainty over future LNG projects

18 July 2023

Investment in US LNG is booming. But projects that have not taken FID could be hit by new export rules

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Search results: 2170

US low-carbon energy manufacturing booms

Tech companies accelerate nuclear deployment

What carbon capture needs to meet climate goals

Threats to oil supplies show the limits of US production growth

How AI is reviving the nuclear industry

Assessing the risks to US renewables

Trump and Harris set out contrasting visions for US energy

Permitting reform plans raise hopes for accelerated investment in US infrastructure

Nuclear power needs a way to break the stalemate

OPEC+ plans to boost oil production

Breaking down the barriers to grid innovation

The US puts up the barriers to Chinese products

Making low-carbon hydrogen a reality

Deals show the enduring appeal of US gas

Home energy storage booms in the US

China’s solar growth sends module prices plummeting

Demand growth creates new challenges for the power industry

US gas enters an era of increased price volatility

The energy transition sparks new interest in copper mining

US LNG export restrictions underline the case for blue ammonia

The contrasting fortunes of solar and wind in the US

What a second Trump term could mean for US oil and gas

Ten predictions for energy in 2024

Tensions over “green protectionism” emerge at COP28

Bumps in the road for EVs

Energy Pulse: in brief (1 September)

Energy Pulse: in brief (18 August)

Energy Pulse: in brief (4th August)

Energy Pulse: in brief (28 July)

US policy creates uncertainty over future LNG projects

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