The rise of AI means surging investment in electricity supply. What will that mean for customers?

• 03 9月 2024

As AI demand surges, it’s creating new challenges and opportunities in the energy sector. How can the grid keep up, and who stands to gain the most - customers or industry giants?

Trump and Harris set out contrasting visions for US energy

• 06 9月 2024

Former President Donald Trump and Vice President Kamala Harris have set out sharply contrasting visions for energy, but a US administration’s ability to change the industry is limited.

Three factors driving US liquids production to new heights

• 05 9月 2024

Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

Webinar | Carbon offsets: How to realise value in the net zero transition

• 06 6月 2024

What is driving elevated prices in PJM?

• 12 9月 2024

Hint: it's not the heat

The LNG Majors' strategies in five key charts

• 01 8月 2024

LNG remains at the heart of the Majors’ growth strategies.

Unlocking the potential of white hydrogen

• 25 7月 2024

Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

Golden Pass LNG project delay to impact global gas markets with removal of new supply, according to Wood Mackenzie

• 02 8月 2024

The new six-month delay to the Golden Pass LNG Terminal LLC planned start-up in Texas will remove a fair amount of new supply from the market in a period of intense growth, shifting the surge from 2026 to 2027 and impacting both the global and North American gas markets, according to analysis from Wood Mackenzie.

Permitting reform plans raise hopes for accelerated investment in US infrastructure

• 06 8月 2024

Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.

Takeaways from NARUC’s Summer Policy Summit: load growth uncertainties and no simple solutions

• 07 8月 2024

The recent summit in Florida explored themes such as load growth uncertainties, how industry players and utilities are powering data centers with clean energy, and the growing emphasis on supply-side solutions for large loads

4 years into a difficult transformers market in the US, is there a potential end in sight?

• 27 6月 2024

Amid surging demand and supply constraints, find out how new policies and industry expansions are shaping the future of the US transformers market

Day 2: The Energy Gang at The Reuters Global Energy Transition Conference 2024

• 27 6月 2024

Check out the second special episode of Wood Mackenzie's The Energy Gang podcast, recorded at the Reuters Global Energy Transition 2024 conference in New York. Listen in as we sit down with leaders from key companies shaping the energy transition.

Nuclear power needs a way to break the stalemate

• 25 6月 2024

Political support is a necessary but not sufficient condition for a revival in investment in new reactors in the US.

More running room in Lower 48 efficiencies?

• 19 6月 2024

Leaner, faster operations have helped US liquids production reach new highs, while spending stays in check.

Day 3: How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

• 28 6月 2024

Ed discusses the crucial theme of financing the energy transition. Hear from experts at Reactivate, Citi and more as they share their insights into addressing the financial challenges and opportunities presented by the energy transition.

Our top takeaways from the Solar & Energy Storage Summit 2024

• 01 7月 2024

Analyst highlights from our annual conference

What does summer 2024 hold for North American gas and LNG?

• 31 5月 2024

Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply

There’s no transition without transmission. How can we make it easier to build?

• 28 5月 2024

Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

ConocoPhillips acquisition of Marathon Oil creates third largest producer in the US Lower 48, says Wood Mackenzie

• 30 5月 2024

Addressing ConocoPhillips (COP) acquisition of Marathon Oil (MRO) in an all-stock transaction valued at US$22.5B, Alex Beeker, research director, corporate research for Wood Mackenzie said, “The addition of Marathon further solidifies ConocoPhillips in a league of its own, with few true peers. For ConocoPhillips, this is a diversified and balanced move across multiple geographies.”

Is the IRA paying off for the US solar supply chain?

• 31 5月 2024

As the US solar supply chain industry faces multiple challenges, the jury is still out

The state of the US energy storage market

• 20 6月 2024

Despite tariffs and interconnection issues in the supply chain, the US energy storage market is still seeing record-breaking growth

American solar panel manufacturing capacity increases 71% in Q1 2024 as industry reaches 200-gigawatt milestone

• 06 6月 2024

A record-setting 11 gigawatts of new solar module manufacturing capacity came online in the United States during Q1 2024, the largest quarter of solar manufacturing growth in American history.

Two years on from the IRA and the impact on solar and storage is clear

• 13 6月 2024

The 2024 Solar and Energy Storage Summit kicked off in San Francisco this week. We are joined by a roster of expert analysts and industry leaders to explore the key topics, technology, policy and financing of the solar and storage industries.

US energy storage market sets Q1 capacity installation record

• 18 6月 2024

The U.S. energy storage market set a first-quarter record for capacity installed in Q1 2024, with 1,265 megawatts (MW) deployed across all segments. This marks the highest storage capacity ever installed in a first quarter in the U.S., representing an 84% increase from Q1 2023.

Can the EU and US hit EV targets amid supply chain shake up?

• 19 6月 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

Going underground: reinventing resilience

• 17 6月 2024

Our new partnered report with S&C Electric Company explores how investment in innovative technologies can help the US modernize its electric grid infrastructure for long-term resilience.

Supplier diversity programs: a new source of competitiveness and innovation for utilities in North America?

• 28 5月 2024

Three takeaways from the Utility Supply Management Alliance Conference

The US puts up the barriers to Chinese products

• 20 5月 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

Demand for batteries is skyrocketing - we need new ways of extracting lithium

• 21 5月 2024

Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.

Google’s demanding goals for decarbonisation

• 16 5月 2024