• Opinion

  Capital discipline raises questions about US oilfield services

  • 03 2月 2023

  Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

• Opinion

  All the best and unheard interviews from the Grid Edge Innovation Summit

  • 03 2月 2023

  We bring you the best and some unheard interviews from the recent Grid Edge Innovation Summit. Hear from experts from the leading distribution utilities, software technology developers, public utility commissions and distributed generation players in North America addressing key issues affecting the sector.

• Opinion

  Accelerating the transition to net zero – COP27 and the urgency to act now | Podcast

  • 11 11月 2022

  With COP27 well underway, our Interchange Recharged podcast we are joined by Rick Saines from Pollination to discuss what needs to be done to ensure companies and governments stay on track to achieving net zero.

• Opinion

  What does a split US Congress mean for the energy transition? | Podcast

  • 02 12月 2022

  On this week’s episode, Ed Crooks is joined by Jackie Forrest of the ARC Energy Research Institute and Robbie Orvis of Energy Innovation. The year has almost ended and there’s a lot going on in the world of energy. The gang discusses key topics including what a split US Congress could mean for the energy transition and the role of natural gas as we work towards net zero.

• Opinion

  The Interchange Recharged podcast: Live at the Grid Edge Innovation Summit – Day One

  • 07 12月 2022

  Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.

• Opinion

  The US solar industry waits

  • 13 12月 2022

  Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.

• Opinion

  The Interchange Recharged podcast: Round-up of the Grid Edge Innovation Summit

  • 09 12月 2022

  The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.

• Opinion

  Why permitting reform could help the US energy industry

  • 12 12月 2022

  Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors

• Opinion

  Lower 48 midstream not immune to oil price volatility

  • 03 6月 2020

  Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

• Opinion

  Assessing the risks to future oil demand

  • 15 5月 2020

  A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Opinion

  Has the Lower 48 got the financial strength to ride out the storm?

  • 17 4月 2020

  From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

• Opinion

  Can the world agree a deal to boost oil prices?

  • 03 4月 2020

  As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

• Opinion

  Beyond inexpensive supply in North American power markets

  • 31 3月 2020

  The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

• Opinion

  Oil price crash: how Middle East, Russian and US upstream industry responses compare

  • 01 4月 2020

  In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

• Opinion

  Will there be a bailout for the hard-pressed US shale industry?

  • 13 3月 2020

  As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  Who will win the tug of war over shale service costs?

  • 06 3月 2020

  Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.

• Opinion

  Jeff Bezos pledges $10 billion to fight climate change

  • 21 2月 2020

  The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  What if Bernie Sanders banned fracking in the Lower 48?

  • 12 2月 2020

  As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Opinion

  What technology is winning the global energy storage race?

  • 26 11月 2019

  What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.

• Opinion

  Enterprise targets a second PDH unit in the US

  • 08 11月 2019

  Enterprise has confirmed plans to construct a second propane dehydrogenation (PDH) plant. So how much capacity will be added – and what's driving the need for new on-purpose production?

• Opinion

  Electric vehicles: is workplace charging good for business?

  • 07 11月 2019

  The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.

• Opinion

  How South Texas market shifts will create gas price divergence

  • 13 9月 2019

  Permian and Eagle Ford gas production growth are meeting robust LNG export in South Texas. What does this mean for Katy, Agua Dulce and HSC price hubs?

• Opinion

  Tough second quarter for US chemical companies

  • 13 9月 2019

  US chemical company earnings for Q2 2019 came under pressure as uncertainty caused by the US-China trade war and a slowing economy affected demand. What do we expect for the rest of 2019? Our analysts Hugh Hartzog and Ashish Chitalia take a closer look at the trends behind the numbers.

• Opinion

  Who will make money on the second wave of US LNG?

  • 06 9月 2019

  Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.

• Opinion

  Notes from URTeC and our views on development cubes and in-basin sand

  • 26 8月 2019

  Listen to the latest episode of Crude For Thought: Notes from URTeC and our views on development cubes and in-basin sand

• Opinion

  What’s next for Chevron?

  • 17 6月 2019

  Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.