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For the second quarter in a row, trade policy uncertainty and supply chain constraints are driving solar price increases across all market segments, according to the US Solar Market Insight report released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie, a Verisk business (Nasdaq: VRSK).
Wood Mackenzie, releases its Global gas and LNG – 6 things to watch for in 2022 report.
Deployment numbers are in for the first quarter of the year.
In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.
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.
The best accessible upstream growth opportunity in fifty years? US tight oil. Correction: the Permian Basin. Second correction: the Wolfcamp formation spread across the Delaware and Midland sub-basins.
Conversations on grid resilience have come to the fore in the wake of severe weather.
GTM Research and MAKE Analysts answer six questions about coupling wind and storage.
Policies and technology build positive momentum for global offshore wind
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.
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.
The Delaware Wolfcamp has been the focus of much of the increase in Lower 48 drilling activity in the past eighteen months. While breakevens continue to trend down and the play has attracted a number of new entrants, there are clear signs that growth is plateauing. Is tight oil's crown jewel losing some of its shine?
Our Latin America Upstream analysts share insights from Round 2.4 closing and what it means for Mexico's future.
With capex up 8% in 2017 over 2016, the Eagle Ford is showing signs of renewed interest as rig count trends up and DUCs are drawn down. But what about project economics?
What’s the most unexpected outcome three years on from the price crash? There are a few contenders. OPEC’s zealous adherence to production restraint is right up there. US tight oil is another, briefly inconvenienced by low prices but now embarking on a second great phase of growth.
For nearly two years, investment has poured into the Permian with the fervor of a new Gold Rush. But can the US deliver the oil sector to its Permian promised land?
With significant changes already underway for global crude trade, what will this mean for the industry in Asia?.
We've identified six key themes that will influence the global crude and refining markets in the next five years. Read on for a high level overview of these key areas.
Listen to Crude For Thought, episode 44: Merger mania: Denbury Chesapeake and Encana announce deals
Listen to Crude For Thought, episode 42: What's top of the agenda at industry and investor roadshows?
Over the next five to six years global crude trade is expected to significantly change. This will impact the entire chain, from producers to investors. In this three part series, we look at the global story, the six key themes and finally, we focus on the likely impacts for Asia.
Is US shale the paragon of upstream productivity it’s cracked up to be? As the marginal suppliers, shale gas and tight oil operators ought to be adept at managing for margin and all that’s about. Simon Flowers investigates.
Where will a global LNG price reference emerge? Find out why the US Gulf Coast is likely to take the lead in the short term, with the global LNG market looking to China in the long term.
Following the oil price crash, operators undertook multiple initiatives to reduce costs and become more efficient. Lower equipment costs, improvements in productivity and reduced headcounts are just some of the measures that helped drive 2018 breakevens down to under US$50/bbl from US$76/bbl in 2014.Nevertheless, there is still room for improvement.
In our final video instalment of this three-part exploration series, Research Director Julie Wilson illustrates how Wood Mackenzie's tools can help evaluate subsurface risk and benchmark your peers.
What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.
What should the global polyethylene industry brace themselves for in 2018?.
With the new Corpus Christi plant coming online, organisations in the PTA and PET markets are aware that change is expected. However, the impact of these changes and the realisation that they will span the entire polyester chain is less understood.
US flex packaging majors losing market share
Even after growing by 3 million tons since 2012, the North American ethylene industry has 10 firm cracker projects currently underway – adding another 10 million tons by 2020. Where will all the extra polyethylene go? Surely it won’t stay in the North American markets, and it seems that this expansion is just the beginning.
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