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Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
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.
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.
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.
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.
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.
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.
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.
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
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.
A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead
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.
Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification
Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.
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.
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.
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.
This week, we look at Denbury’s carbon capture, utilisation and storage (CCUS) expansion, ExxonMobil’s latest venture into the lithium sector and Permian M&A and inventory demand.
The decisions by Ford and GM to adopt Tesla’s charging technology in the US mean that the market is closing in on a single standard.
Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation
The EPA’s proposed emissions standards for power plants face a battle in the courts. Other factors will be more significant for the industry.
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia
Standards for greenhouse gas reporting are being reviewed. New rules could shift incentives for corporate renewables procurement.
Three large projects are making progress in the West. But is the pace of development fast enough?
The Biden administration aims to transform the US vehicle market in a decade. That timetable is excessively ambitious.
CCUS has great potential, but economics, regulation, and politics create some complex problems to be solved
President Biden's state of the union speech focused on the future need for oil and the future of investment
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