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Rallying prices underscore the delicate supply-demand balance in an increasingly global market
High renewable penetration and transmission congestion are shifting power trading dynamics in the US.
From ESG to tax equity, we look at the market and policy factors that could have an impact on the financing of clean energy projects in the US over the next few years.
SB Energy, a wholly owned U.S. subsidiary of SoftBank, has confirmed a record purchase of long-duration iron flow batteries from U.S. manufacturer ESS.
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.
A preview of the Wood Mackenzie Grid Edge Innovation Series, sharing market insight and exploring the huge potential of technologies and tools at the grid edge.
Private operators’ booming activity levels took Permian oil production to new highs in 2021. Can private operators sustain this momentum and continue to grow at an outlier pace?
Impressive growth and market consolidation amid the top five US solar players could threaten Sunrun’s dominance in 2022.
System prices remain high as supply chain constraints and policy uncertainties create a high-risk environment for US solar PV development.
Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.
The transition to heavy-duty vehicle electrification could be accelerating.
Shipments of equipment from Cambodia, Malaysia, Thailand and Vietnam have virtually stopped. Development activity has stalled for most of the industry. What are the impacts of the anticircumvention investigation on each segment of the industry?
Flagship climate policy in the EU and the US could give hydrogen the jumpstart it needs.
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
Europe is replacing its lost imports from Russia with LNG. The shift is putting its gas infrastructure under strain.
Three key trends from the latest grid edge quarterly briefing.
Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.
Trade policy and supply chain challenges cast a cloud on US solar in 2022. The Inflation Reduction Act triggered a brighter end to the year – how will 2023 play out?
After years of underinvestment in US grid infrastructure, public funding and regulatory support will drive grid modernization in 2023.
A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.
A return to growth is expected in 2023, but major uncertainties linger.
CAISO and SPP have led the development of western US regional power markets – how are they taking shape?
The IRA has transformed the US from laggard to leader in energy transition policy – but greater clarity in some areas will be essential to prospective investors.
There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.
Reviewing the opportunities in the US energy transition for commercial and industrial energy customers.
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