Tariff shockwaves shake the energy industry

• 08 四月 2025

Steep new US tariffs and global retaliation send shockwaves through energy markets - discover what it means for prices, demand and industry investment.

The new grid defection: breaking down the large load co-location fight at FERC

• 10 三月 2025

Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation

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

• 13 三月 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.

President Trump's inflation fight could put pressure on oil

• 17 三月 2025

President Trump's push to reduce energy prices faces challenges, with fluctuating oil prices and production hurdles, but his administration’s plan aims to reshape the future of US energy.

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

• 03 三月 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.

Reduced flow on several US-bound Canadian pipelines following introduction of tariffs

• 05 三月 2025

On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.

Majors' capital allocation in a stuttering energy transition

• 03 三月 2025

As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

The growth of energy storage seems unstoppable

• 04 三月 2025

Uncover the explosive growth and game-changing potential of energy storage in the race towards a sustainable power grid

Power Market Fundamentals

Our power solutions combine multi-commodity data, proprietary cost intelligence, asset-level data, unique geospatial capabilities, and market fundamentals to help discover new opportunities while assessing risk.

The Trump administration remakes US environmental approvals

• 21 二月 2025

Discover how Trump's new environmental policies could reshape energy infrastructure and accelerate project approvals across the US.

International Energy Week 2025: our key takeaways for oil & gas

• 27 二月 2025

As the publicity material for International Energy Week 2025 – held in London from 25-27 February – states, we live in an energy-hungry world. Amid growing trade tensions and shifting energy policy, what does that mean for oil and gas?

What needs to happen to strengthen climate resilience in the US?

• 11 二月 2025

How can the US prepare for wildfires, extreme heat and energy challenges in a warming world?

What do President Trump’s tariffs mean for energy?

• 18 二月 2025

How will Trump’s latest tariffs impact US energy, trade and climate goals?

US tariff announcements add to uncertainty

• 17 二月 2025

Trump’s latest tariffs could drive up costs for US energy companies and disrupt global trade.

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

• 19 二月 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.

The power to transform

• 28 一月 2025

Can the US sustainable energy industry build on a robust 2024 and navigate short-term uncertainty to accelerate the energy transition? Discover the unique investment opportunities shaping the market in our new partnered report with CRC-IB.

President Trump's executive orders on energy

• 23 一月 2025

Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.

Electric vehicle adoption to slow in US with recent Executive Orders

• 29 一月 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.

Questions over the Trump administration’s plans for solar and wind

• 31 一月 2025

Trump administration’s renewable energy restrictions could impact U.S. solar and wind projects, conflicting with efforts to boost electricity supply for AI data centers. Learn how policy shifts, tax credits, and grid challenges shape the future of clean energy.

North American oil, power and gas trading: 7 things to look out for in 2025

• 22 一月 2025

From extreme weather events to the global effects of Canada’s new TMX pipeline, what will shape the markets this year? Includes price volatility, Permian basin consolidation, thermal retirements and more.

Grid edge: what to look for in 2025

• 22 一月 2025

From distributed energy resources to electrification and grid modernisation, our US grid edge experts share their view of the key themes to watch.

The federal government steps up support for nuclear power

• 17 一月 2025

Constellation commits to adding 1.1 GW of nuclear power by 2028

CCUS’s breakthrough year

• 16 一月 2025

Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.

US DOE shows that virtual power plants are very real

• 10 一月 2025

The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption

The Biden administration finalises 45V hydrogen tax credit rules

• 10 一月 2025

Learn about the updated 45V tax credit rules for low-carbon hydrogen production and their impact on green and blue hydrogen projects in the US. Discover how these changes affect energy policies and the future of hydrogen in global markets.

The impact of Republican control on US energy policy and the IRA

• 19 十一月 2024

We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

Live from COP29 – One weird trick to solve our energy problem

• 21 十一月 2024

Live from COP29, Ed Crooks talks to top experts about US policy changes, carbon tariffs and why the best energy is the energy we don’t use.

A second Trump administration

• 07 十一月 2024

A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

Live from COP29: climate finance at the forefront

• 12 十一月 2024

What’s top of the agenda at COP29? The Energy Gang is live from day one at COP29, where industry leaders are debating climate finance.

COP29 faces climate finance challenge

• 12 十一月 2024

The COP29 climate talks began on Monday with climate finance at the top of the agenda. A meaningful deal would show the international effort to tackle climate change is still alive. Failure could further delay the transition to low-carbon energy.