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Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.
Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.
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.
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.
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
Breaking down the impact of US tariffs on energy, trade and global markets
Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7
Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.
I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.
We continue the conversation on CCUS following Wood Mackenzie’s 2024 Conference in Houston.
As AI factories demand more power, the biggest infrastructure challenge may not be compute, but how electricity reaches the chip
Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
Hydrogen made from water has been discussed as an energy carrier for 150 years. A steep decline in its cost means it may at last become viable
A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead
Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects
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.
The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact
After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
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.
Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
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