Port Arthur refinery explosion removes 415k bpd from market

• 26 March 2026

Aerial imagery and operational analysis of the Valero facility shutdown and its impact on energy markets.

Proposed US House budget reconciliation bill poses many challenges to renewable energy industry

• 15 May 2025

Solar, wind, and energy storage forecasts potentially downgraded, while 95% of announced green hydrogen projects are at risk.

A tale of two cities: comparing the Houston and Corpus Christi crude hubs

• 22 March 2023

After decades with Houston at the heart of the US Gulf Coast crude value chain, shifting legislation and trade flows have brought about change.

Daenerys discovery a game-changer for Talos in GoA

• 25 August 2025

Addressing Talos Energy’s announced discovery at the Daenerys prospect in the Walker Ridge protraction area of the deepwater Gulf of America/Mexico (GoA), said Miles Sasser, senior research analyst, upstream for Wood Mackenzie said, “For Talos, the discovery is a game-changer. The company's GoA portfolio was ageing, but Daenerys could add more than 50 millions of barrels of oil equivalent (mmboe) net proved reserves. That would increase its YE2024 proved reserves of 194 mmboe more than 25%.

US Q1 wind installations increase 91% YOY, but uncertain regulatory environment stalls turbine orders

• 28 July 2025

The Q1 U.S. wind market exceeded 2024’s pace, more than doubling activity with 2.1 gigawatts (GW) of installations—but regulatory uncertainty led to a significant pullback in wind turbine orders, according to the U.S. Wind Energy Monitor report released today by Wood Mackenzie and the American Clean Power Association (ACP).

Industry leaders to speak at Wood Mackenzie’s Carbon Capture, Utilization and Storage Conference 2025

• 23 July 2025

Now in its third year, Wood Mackenzie's Carbon Capture, Utilization and Storage Conference 2025 will bring together expert analysts and industry leaders in Houston, October 8-9.

US grid interconnection agreements increase 33% in 2024

• 28 August 2025

US grid interconnection agreements reached historic highs in 2024, surging 33% to 75 GW—the highest volume on record.

The coming US low-carbon energy boom

• 27 January 2023

The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.

US solar industry to add 502 GWdc of capacity in next 10 years

• 23 April 2025

Speaking from Wood Mackenzie's Solar and Energy Storage Summit, Sylvia Leyva Martinez, Principal Analyst, North America Utility-Scale Solar, said, "Bright skies are ahead for US solar, with average annual installations surpassing 40 GWdc through 2035. In total, the US solar industry will add about 502 GWdc of capacity to the market in the next 10 years."

Record-breaking 1.7 GW of US community solar installed in 2024

• 19 February 2025

The US community solar market installed a record-breaking 1.7 GWdc of capacity in 2024, a 35% increase from 2023, according to a new report released by Wood Mackenzie in collaboration with the Coalition for Community Solar Access (CCSA). However, with policy uncertainty at both national and state levels, long-term growth hangs in the balance.

North American net energy-related emissions to fall 20% by 2030, according to Wood Mackenzie

• 03 March 2025

According to a recent report from Wood Mackenzie, 2030 net energy-related emissions from the North American power sector are set to fall by 20% compared to 2024 levels. The "Energy Transition Outlook 2024-25: Americas" report shows that in Wood Mackenzie’s base case outlook, main drivers of this activity in North America will be lower emissions from the power sector, which are set to decline 24% by 2030, and the acceleration of transport electrification.

Electric vehicle adoption to slow in US with recent Executive Orders

• 29 January 2025

Recent executive orders in the United States could have profound implications on electric vehicles (EV), slowing down the pace of adoption, according to a recent report from Wood Mackenzie. According to the report, “Trump’s executive orders unsettle electric vehicle and battery markets” policy changes have impacted the EV, battery, and raw material markets in the US and globally. The wide-ranging changes will affect everything from subsidies for consumers to funding for EV charging stations, as well as trade tariffs on imported raw materials.

Data center pipeline capacity exceeds 92 GW by end of 2024, says Wood Mackenzie

• 13 March 2025

The pipeline capacity for US data centers with development activity since 2023 exceeded 92 gigawatts (GW) at the end of 2024, according to a recent report from Wood Mackenzie. The adoption of artificial intelligence is fueling massive capacity expansion for data centers and competition for power. According to the report “US data center pipeline” from Wood Mackenzie, monthly pipeline additions reached 7 GW in the fourth quarter of 2024.

Navigating uncertainty: the impact of pipeline dynamics on North American gas supply

• 29 January 2024

Market repercussions if no new pipelines were to be built in the US Northeast

Virtual power plant capacity expands 13.7% year-over-year to reach 37.5 GW, according to Wood Mackenzie

• 17 September 2025

The virtual power plant (VPP) market grew rapidly over the last year, reaching 37.5 GW of behind-the-meter flexible capacity, according to a new report from Wood Mackenzie.

US energy dominance faces long-term challenges

• 17 April 2025

While the United States currently dominates global oil and gas production, it faces significant challenges to maintaining the same level of leadership in the coming decades, according to the latest Horizons report from Wood Mackenzie.

US V2X installed capacity to double to 40 MW in 2025

• 27 March 2025

The vehicle-to-everything market (V2X) is expanding, with installed capacity expected to double to 40 megawatts (MW) in 2025, according to a new report from Wood Mackenzie. According to the report “Power from the people: The state of the vehicle-to-everything (V2X) market” this expansion will be driven largely by school bus electrification programs. School buses provide significant downtime combined with their reliable duty cycles and large batteries.

US wind market installations hit a decade low

• 08 April 2025

The U.S. wind market continued a downward trend in 2024, with 5.2 gigawatts (GW) of total installations, the lowest in 10 years, according to the U.S. Wind Energy Monitor report released by Wood Mackenzie. The report shows that 3.9 GW of onshore builds came online last year, along with 1.3 GW of onshore repowers and 101 megawatts (MW) of installed offshore capacity.

Supply chain constraints limit the growth of gas-fired generation in the US

• 20 February 2026

Ed Crooks examines how turbine shortages may cap gas generation growth just as AI-driven power demand surges

美国光伏市场研究

U.S. Solar Market Insight™（美国光伏市场研究）由Solar Energy Industries Association® (SEIA®)与Wood Mackenzie电力与可再生能源事业部联合撰写，以季度报告与年度报告的形式发布深入光伏市场的研究分析与预测

电力评估工具

通过在线数据分析工具，快速评估发电厂的运营表现，挖掘未来发展与投资机遇

北美电力与可再生能源服务

了解政策、技术、市场格局及燃料价格对电价、需求及电网建设的影响

电力评估工具

通过在线数据分析工具，快速评估发电厂的运营表现，挖掘未来发展与投资机遇

The changing face of global energy: Latin America takes centre stage

• 14 May 2018

As market share for renewables gains momentum, key players are entering the scene across Latin America. With Mexico's Energy Reform enabling solar and wind capacity to grow, Brazil making a comeback in wind power and Argentina emerging as the fastest-growing regional market for renewable energy, it's clear that these countries will continue to dominate the spotlight.

US crude exports set to more than double: where, what, how, when?

• 04 April 2018

The global crude export landscape continues to shift as the US Lower 48 pumps more light sweet crude into the market. With little forecast incremental demand for these volumes domestically, US producers will look first to Europe and then Asia to absorb this excess production.

Boomtown or bust: Can technology sustain US tight oil?

• 05 March 2018

US tight oil is seeing unparalleled boom days -- but how long can they last? Research Director Jonathan Garrett breaks down the upside and downside to drilling technologies that could boost production even further.

Non-OPEC decline rates remain stable until 2020

• 27 September 2017

Why haven't decline rates accelerated in the low-price market? We look at short- and long-term factors keeping rates on an even keel through the end of the decade.

When will Tesla make a profit?

• 22 January 2020

When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.

What does the Fiat Chrysler Peugeot SA merger mean for the electric car market?

• 28 February 2020

How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.

How the worst oil price crash in history changed the upstream industry

• 24 June 2020

The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?