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A return to growth is expected in 2023, but major uncertainties linger.
Michael Insulan from Electra and WoodMac's Egor Prokhodtsev discuss the ongoing demand for batteries and the current state of the EV market.
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.
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.
We chair a panel discussion with three experts in grid innovation. The energy transition will put a huge pressure on the grid. The technology to propel us through the transition already exists. The puzzle to solve is how to use it most efficiently.
CCUS has great potential, but economics, regulation, and politics create some complex problems to be solved
President Biden's state of the union speech focused on the future need for oil and the future of investment
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?
The Inflation Reduction Act (IRA) aims not only to incentivise and foster the development of the low-carbon technologies essential to achieving net zero but to build out the domestic supply chains to support them, too. Simon Flowers discusses five key takeaways for battery cell production that are central to the roll-out of electric vehicles (EVs) in the US.
We are joined by Luke Johnson from H2 Green, and Melany Vargas, Head of Hydrogen Consulting at Wood Mackenzie. They are discussing hydrogen and how it will play a key part in powering our future.
After years of underinvestment in US grid infrastructure, public funding and regulatory support will drive grid modernization in 2023.
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.
We bring you the best and some unheard interviews from the recent Grid Edge Innovation Summit. Hear from experts from the leading distribution utilities, software technology developers, public utility commissions and distributed generation players in North America addressing key issues affecting the sector.
Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.
With COP27 well underway, our Interchange Recharged podcast we are joined by Rick Saines from Pollination to discuss what needs to be done to ensure companies and governments stay on track to achieving net zero.
On this week’s episode, Ed Crooks is joined by Jackie Forrest of the ARC Energy Research Institute and Robbie Orvis of Energy Innovation. The year has almost ended and there’s a lot going on in the world of energy. The gang discusses key topics including what a split US Congress could mean for the energy transition and the role of natural gas as we work towards net zero.
The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.
Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors
Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.
Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.
Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?
Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.
A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth
As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.
Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.
The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.
Three takeaways from the Utility Supply Management Alliance Conference
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.
Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.
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