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A healthy project pipeline, strong policy support, plentiful funding and a surge in drilling signal ongoing market growth.
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
How will markets for CCUS, carbon offsets and removals develop over the long term?
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
The European Union's initiative takes effect in 2025.
Persistent tariffs, equipment shortages and shifting trade policies are straining the US power sector’s ability to deliver new capacity
The sector must adapt to survive in a world seeking to balance the trilemma of energy security, affordability and sustainability.
Analysing levelised cost of electricity (LCOE) developments in 2025 and beyond
The path to affordable wind energy runs through sustainable supply chain margins, not around them
Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.
EV sales to benefit from governments’ commitments to “green recovery”
The AI revolution is changing the US power landscape
US renewables face a new test as tax credits end - can wind, solar and storage still thrive?
“Drill baby drill” may not reflect reality for US E&Ps. But the rise of AI and LNG exports are creating attractive opportunities in US gas
New national policies are needed to expand power investment.
Former allies Elon Musk and President Trump face off over controversial tax legislation, threatening the future of clean energy initiatives and electric vehicle adoption in the US
The Trump administration wants increased investment, but proposed legislation could undermine it.
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.
The new president aims to expedite investment in gas export plants. Some obstacles will be difficult to remove.
AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
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.
Distillate stocks are low in New York Harbor. Waivers from US shipping rules would help
Refining capacity constraints, OPEC+ strategy and investor demands have driven up fuel prices worldwide, with little prospect of relief in the short term.
The cost of gasoline has become a political problem for President Biden. He does not have many options for bringing it down.
The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.
The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG
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