美国光伏市场研究

U.S. Solar Market Insight™（美国光伏市场研究）由Solar Energy Industries Association® (SEIA®)与Wood Mackenzie电力与可再生能源事业部联合撰写，以季度报告与年度报告的形式发布深入光伏市场的研究分析与预测

美国储能市场观察

专注于美国储能市场的研究分析

北美电力与可再生能源服务

了解政策、技术、市场格局及燃料价格对电价、需求及电网建设的影响

Project delays and cancellations to dampen US microgrid growth through 2021

• 16 December 2019

Project cancellations and delays connecting planned projects to the electric grid will lead the US microgrid market to contract 17% from its 2018 peak by the end of this year, according to new research from Wood Mackenzie.

Anchor's aweigh as Chevron gives nod to US Gulf of Mexico development

• 12 December 2019

Chevron has given the green light to the Anchor development in deepwater US Gulf of Mexico. This is Chevron’s first greenfield final investment decision as an operator since its sanction of Big Foot and Jack/St Malo in 2010.

Talos shells out US$640m for Gulf of Mexico assets

• 12 December 2019

Talos Energy, in its pursuit of growth in the US Gulf of Mexico, has announced a series of purchases, worth $640 million assets in the region

US wind to peak in 2020 with 14.6 GW as Production Tax Credit expires

• 12 September 2019

Highlights from Wood Mackenzie's 2019 North America wind power outlook

Permian operators cash in ... by thinking inside the box

• 21 August 2019

As the tight oil sector continues to mature, producers are looking for ways to optimise their operations, improving efficiency of both production and costs. It's a battle to win back investor confidence. New research from Wood Mackenzie underscores the fact tight-oil operators are no longer chasing growth at all costs. Development strategies have firmly shifted to focus on scale: drilling sections instead of wells, with compressed paybacks, at the lowest possible cost. Many are favouring a “cube” development strategy, viewing it as the most efficient way to capitalise on cost savings.

Resilience to drive US microgrid growth

• 08 August 2019

The US microgrid industry may find opportunities for substantial future growth in geographical areas that are repeatedly affected by power outages, as customers seek out resilient solutions, new research from Wood Mackenzie found.

Permian midstream bottlenecks may choke output

• 24 July 2019

Rapidly rising production in the Permian basin has led to soaring levels of associated gas, outpacing pipeline infrastructure and placing increasing slowdown pressure on other production streams like crude oil and natural gas liquids (NGLs), Dr Eugene Kim, Research Director, Americas Gas, told delegates at the Unconventional Resources Technology Conference (URTeC) in Denver.

Produced water poses growing risk to Permian production growth

• 24 July 2019

Rising produced water volumes and expanding costs pose a significant risk to production growth in the Permian basin, Ryan Duman, Senior Analyst, Lower 48, told delegates at the Unconventional Resources Technology Conference (URTeC) in Denver.

Faster decline rates prompt Permian players to eye spending boost

• 22 July 2019

Accelerating tight oil decline rates top a growing list of concerns for Permian basin operators, with unexpected production shortfalls prompting producers to consider stepping up drilling investment and M&A activity, Robert Clarke, Research Director, Lower 48 Upstream, told delegates at the Unconventional Resources Technology Conference (URTeC) in Denver.

New York awards Equinor, Sunrise Wind major offshore wind contracts

• 19 July 2019

The US state of New York today awarded two major offshore wind contracts to Norwegian energy company Equinor, and Sunrise Wind, a joint venture between Denmark’s Ørsted and US utility Eversource.

OPEC+ set for rollover but risk clouds supply outlook

• 30 June 2019

As OPEC and OPEC+ meet in Vienna, the outlook for the market is mixed, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie said. “Geopolitical risk means the supply outlook is tightening, offsetting the moderate weakening in oil demand growth thus far this year,” she said.

Decarbonising US power grid 'may cost US$4.5 trillion'

• 27 June 2019

The transition to a 100% renewable US power grid will need investment of up to US$4.5 trillion over the next 10 to 20 years, new analysis from Wood Mackenzie found.

PES to close oil refinery after fire damage

• 26 June 2019

Philadelphia Energy Solutions (PES) will close its oil refinery in the city, following a large fire last week that damaged the complex.

PES refinery fire halts gasoline production

• 21 June 2019

A large fire at the Philadelphia Energy Solutions (PES) oil refinery in Philadelphia has halted gasoline production at the complex.

U.S. solar market sees best Q1 in history

• 18 June 2019

New findings from Wood Mackenzie Power & Renewables and SEIA's U.S. Solar Market Insight Report, Q2 2019

Major policy changes in China to drive long-term solar installation growth

• 14 May 2019

The solar market in China could see long-term benefits from major government policy changes that move the country away from federal feed-in tariffs and embrace unsubsidised business models.

Delek makes splash with US$965m deepwater Gulf of Mexico deal

• 12 April 2019

Delek Group has bought Shell's stake in the Caesar-Tonga field, in the deepwater Gulf of Mexico

US independents balance the books

• 14 February 2019

The Lower 48 E&P sector is under pressure from investors demanding greater capital discipline, positive free cash flow and increasing returns. There’s a tug-of-war between value and volume, and value has emerged as the winner. The Lower 48’s independents, who traditionally pursued growth at all costs, must now rein in their impulses and focus on delivering returns to their shareholders. How does this affect their 2019 spending plans, and how do they manage volatile oil prices?

Exploration’s back in the black

• 04 February 2019

After a difficult few years, the exploration sector is back in the black – and keen to stay there. New analysis from Wood Mackenzie shows that explorers’ success in 2018 reflects a disciplined approach that’s set to continue this year.

Is deepwater ready for cost inflation?

• 27 November 2018

In a newly published report, Wood Mackenzie notes that the deepwater industry appears in good health, following a sustained cost reduction through the downturn. However this hard work is in danger of being undone, as impending cyclical cost inflation could raise break-even costs once again.

How digitalisation transformed the US Lower 48

• 12 November 2018

Upstream oil and gas companies are accelerating the implementation of big data applications and digital technologies to help transform their businesses. But how close is industry to achieving this? Where does the US Lower 48 stand in this transformation? A new study drills down into digitalisation in the upstream sector and identifies the technologies and applications being employed today and evaluates their potential impact.

What next for the oil market as the US reimposes sanctions on Iran?

• 06 November 2018

What next for the oil market as the US reimposes sanctions on Iran?

Upstream players need to boost spending to meet future demand

• 24 October 2018

Wood Mackenzie forecasts that global oil and gas development spend needs to increase by around 20% to meet future demand growth and ensure companies sustain production next decade.

Private equity's future in US Gulf of Mexico deepwater

• 19 September 2018

With many Independents and Majors chasing onshore shale and white hot Brazil and Mexico, the US Gulf of Mexico, once the coveted jewel of the oil industry, has become a lower investment priority in recent years. This has opened the space for private equity-backed companies who have stepped up to the plate, turned pennies into dollars and shown they have what it takes to compete.

Permian producers hedge their bets against pipeline delays

• 11 September 2018

Permian producers increased their 2020 oil-basis hedge positions by 431% during Q2. Such a sharp rise suggests producers perceive a higher risk that key pipeline projects fail to start up by 2019 target dates, according Wood Mackenzie's latest analysis of oil and gas activity.

Transocean’s $2.7bn Ocean Rig deal ‘a winner’

• 03 September 2018

Rig provider Transocean is set to merge with Ocean Rig in a $2.7 billion deal, a move Wood Mackenzie says is a winning one for the rig market.

Market implications of Chinese tariffs on US LNG

• 03 August 2018

Today China announced retaliatory tariffs on $60 billion worth of American imports, in response to the Trump administration's latest trade threats. The list included a 25% tariff on LNG.