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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.
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.
Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.
Three large projects are making progress in the West. But is the pace of development fast enough?
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.
COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt
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
Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
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.
Biden administration’s climate and energy strategy faces a conflict between supporting US manufacturing in low-carbon technologies and encouraging the fastest possible deployment of renewable energy.
WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?
The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.
The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact
As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.
European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome
The Trump administration wants increased investment, but proposed legislation could undermine it.
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.
Houthi militants have failed in recent attempts to hit targets in Saudi Arabia. But markets and governments are watching closely for a possible threat to oil supplies
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
Two announcements this week showed the administration attempting to deliver on its promise that a key goal of climate policy is job creation.
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.
Trump administration’s renewable energy restrictions could impact U.S. solar and wind projects, conflicting with efforts to boost electricity supply for AI data centers. Learn how policy shifts, tax credits, and grid challenges shape the future of clean energy.
Cheap gas and weak power demand have driven coal’s share of US power generation to its lowest since the 19th century. They are also accelerating its long-term downtrend
China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?
Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.
Thermal coal prices have been hitting record highs in recent months, driven by the same forces that have stoked many other commodity markets this year
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