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Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
With US oil production set to plateau, E&Ps are looking overseas for growth. Could this mark a new era of international expansion?
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
US energy policy is shifting - what does it mean for renewables, oil and gas?
Breaking down the impact of US tariffs on energy, trade and global markets
“Personnel is policy” is what they say in Washington, and President-elect Donald Trump’s first two nominations for senior energy roles in his administration send a clear signal about the policies he hopes to pursue.
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
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.
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?
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.
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.
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.
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.
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.
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.
US Wind Energy Monitor™ is a collaboration between American Clean Power and Wood Mackenzie, delivering the most in-depth analysis and forecasts on the US wind industry through quarterly reports.
North America focuses on domestic resource value while recalibrating climate and competitiveness priorities.
This webinar will dive deep into the electric T&D supply chain challenge, examining the underlying drivers of demand, supply constraints and future trends.
Two years on from the introduction of the IRA, join us to discuss how developers, manufacturers, and EPCs (engineering, procurement and construction companies) are maximising project success and making the most of benefits provided by this landmark bill.
Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?
US shale hits a turning point - oil output is stalling as prices fall short of sustaining growth. What does this mean for global markets?
What makes some oil plays more valuable than others? The answer: big discoveries in excellent reservoirs that are cheap to exploit. Few places on earth do all three. Brazil does. Simon Flowers visits this global hotspot.
Shipping disruptions in the Strait of Hormuz are rippling through global energy markets, raising oil price risks and putting pressure on the world economy
What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.
Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?
Could EV adoption move faster than expected? Explore Wood Mackenzie’s electric shock scenario and its implications for global energy markets
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