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

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.

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.

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?

Is E&P distress in the Lower 48 spreading to the midstream sector?

• 01 6月 2020

Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.

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

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.

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.

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.

Texas freeze: the real-time impact on gas storage

• 04 3月 2021

The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

US tight oil – the investment dilemma

• 05 3月 2021

US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

Tesla’s share price and the future of EVs

• 26 2月 2021

After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

Asian buyers stay cool as US LNG hit by the deep freeze

• 24 2月 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Breaking down the Texas winter blackouts: what went wrong?

• 19 2月 2021

Our power analysts examine the events of the Texas energy crisis that resulted in extended blackouts across the state, leaving millions of people without power and raising questions around the future of emergency preparedness, market structure, and regulation within the energy sector.

Deep freeze hits Texas hard as US Gulf Coast shutters oil complex

• 17 2月 2021

We're examining the immediate impacts to the oil industry from 15-16 February as captured across our real-time monitoring offerings.

Batteries with Chinese characteristics

• 10 2月 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

China-US relations, tech wars and climate change

• 26 1月 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Gas and LNG: why 2021 will be a defining year

• 14 1月 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

Can the US offshore wind industry reach Biden’s 30 GW target?

• 03 8月 2021

State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

Climate change, DERs, and other updates from the grid edge in Q3

• 30 10月 2020

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

US community solar market faces a near-term peak

• 27 7月 2021

Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

Rising costs will hit solar investment

• 01 7月 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

• 23 6月 2021

As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

On the road again: where will US gasoline demand go this summer?

• 26 4月 2021

Find out when we expect gasoline to return to pre-pandemic levels, how prices could affect the demand trajectory and more in this complimentary insight.

PowerBuyer®

Industry-leading US power market data and analytics

Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

• 12 4月 2021

Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

Grid edge quarterly briefing: infrastructure and investor spending on the rise

• 29 4月 2021

Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.

North America Summer 2021 weather outlook

• 04 6月 2021

A look at our weather expectations for the upcoming summer.

Continental off the shelf with Permian Basin purchase from Pioneer

• 08 11月 2021

Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.