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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.
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.
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
The election in November will have significant consequences for US energy. Uncertainty is already affecting some sectors
Generators see big opportunities in the rise of AI. Politicians in the US have concerns about the impact on customers.
California and Texas increasingly rely on battery storage to balance their grids. As solar and wind power continue to grow, other states are likely to follow.
Demand for natural gas is growing. So is pressure to reduce its carbon intensity. The industry’s emissions will increasingly come under scrutiny, and measurement and reporting will need to improve.
New EPA regulations for coal plants hit an industry in decline. Emissions curbs for gas plants would affect a sector that is still growing.
The big problem with EVs is that they are too expensive. Chinese manufacturers are solving that, and posing a growing threat to companies in the US, Europe and Japan. The pressure to protect domestic industries is growing.
US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.
The US$26 billion Diamondback/Endeavor deal is the latest in a wave of consolidation of US oil, targeting lower costs and lower emissions.
Treasury guidance on tax credits for low-carbon hydrogen has divided the industry. Clarity over the rules would benefit the whole sector.
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
The decision to cancel the first small modular reactor planned in the US is a blow to hopes of a new source of dispatchable low-carbon power.
China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?
Supply chain bottlenecks and rising interest rates threaten the viability of offshore wind projects. The policy response will be critical.
ExxonMobil’s US$64.5 billion acquisition of Pioneer Natural Resources could mean US tight oil output grows faster in the future.
Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.
The Biden administration plans the "fewest offshore oil and gas lease sales in history", and the rest of the week’s key energy news.
Read our take on an apparent breakthrough for enhanced geothermal energy, India’s LNG agreements, Indonesia’s oil and gas production, and more on ExxonMobil’s acquisition of Denbury.
Our take on pure player EQT's latest sustainability report – and more energy news and views in brief.
As the E&P sector embraces capital discipline and stability through the cycle, the US may be losing its role as a swing producer
The complexities of construction and operation mean that hopes of low-cost nuclear power have often been disappointed. The industry now has a chance to break that cycle
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
After a tumultuous year, Ed looks ahead to 2023 with a selection of Wood Mackenzie analysts predictions
In the US, corporate decisions on energy purchases have been key factors driving the growth of renewables
Distillate stocks are low in New York Harbor. Waivers from US shipping rules would help
Manufacturers are betting big on the rapid growth of EV sales in the US. Political and legal uncertainty is the greatest risk.
The Obama administration’s attempt to regulate power sector emissions has been ruled illegal, constraining future policy. Renewables are set to grow anyway.
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