• The Edge

  Tight oil's second great growth phase gains momentum - Permian and emerging plays show still more promise

  • 23 5月 2017

  After two years of retrenchment, review how 2017 is shaping up to be a year of growth for tight oil.

• The Edge

  Pros and cons of US energy policy shifts

  • 14 6月 2017

  An ‘America First’ energy policy is meant to be great news for US producers, but will these moves boost investment and company behaviour as much as the administration hopes?

• The Edge

  How the US sets global oil and gas prices

  • 27 6月 2017

  Tight oil and shale gas, through LNG exports to Europe, are likely to be cap and collar in their respective markets for the next few years – tight oil setting the ceiling price, US gas the floor.

• The Edge

  US independents’ retrenchment to tight oil is paying off - will others follow?

  • 15 9月 2016

  The downturn should be an opportunity for the Majors and perhaps NOCs to move into tight oil.

• The Edge

  Bullish outlook for US gas - LNG exporters face margin squeeze in glutted market

  • 01 12月 2016

  The sharp response of the physical market to the arrival of cold weather suggests fundamentals are tight and prices could go higher, whether it’s a cold winter or not. There are four main reasons why.

• Editorial

  Marathon's US$700 million Delaware bolt-on acquisition

  • 30 3月 2017

  On March 21, Marathon bought 21,000 net acres in the Delaware Basin for US$700 million from Black Mountain Oil & Gas and other private sellers. The deal comes soon after Marathon entered the Permian through a US$1.1 billion deal with BC Operating. In our latest Insight, our analysts examine the deal and weigh the potential risks and benefits of expanding Marathon's acreage.

• Editorial

  Judge finds EPA did not conduct job loss analysis of regulations

  • 05 4月 2017

  The Environmental Protection Agency has filed an appeal after a judge ruled the agency had failed to adequately evaluate coal industry job losses.

• Editorial

  What does a Paris Agreement departure mean for US energy?

  • 02 6月 2017

  Trump's expected decision to abandon the Paris Agreement is unsurprising, given pre-election comments on climate change and the broadly pro-fossil fuel agenda of the administration. Without US participation, global greenhouse gas (GHG) reduction targets would ordinarily be harder to hit.

• Editorial

  Will changing demand hamper North American refiners?

  • 16 3月 2017

  Despite the prolonged low-price oil market over the past year, North American refiners have largely remained in good financial health — but changes in the supply and demand landscape are creating uncertainties.

• Editorial

  Mexico hopes to benefit from its own shale boom

  • 14 3月 2017

  Mexico announced a licensing round scheduled for this June, opening up its unconventional acreage just as we're heading out of the downturn.

• Editorial

  Pioneer's Permian pathway to 1 million boe/d

  • 21 2月 2017

  Pioneer Natural Resources guided to one million barrels equivalent per day (70% oil) by 2026 and pledged cash flow neutrality in 2018. Sounds great, but is it doable?

• Editorial

  Tight oil opportunity update: the Permian is only part of it

  • 09 6月 2017

  Although West Texas is consuming over 30% of all Lower 48 capex this year, the Bakken, Eagle Ford, SCOOP/STACK and Powder River Basin account for another 25% of total US onshore spend in 2017. With investors increasingly focused on tight oil activity outside of the Permian, what does the future look like for these key plays?

• Content

  One giant leap: President Biden's vision for repowering America

  • 16 9月 2021

  Sixty years after President John F. Kennedy launched the programme that would put the first man on the moon, US President Joe Biden has set an equally challenging, transformative goal: achieving net zero emissions in the US power sector by 2035 and the broader economy by 2050.

• News Release

  US solar prices on the rise

  • 14 9月 2021

  Despite the addition of 5.7 gigawatts (GWdc) of solar capacity in Q2 2021, supply chain constraints are leading to price increases across every solar market segment, according to the U.S. Solar Market Insight report released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie, a Verisk business (Nasdaq: VRSK).

• News Release

  Global energy storage set to triple in 2021

  • 07 10月 2021

  New research from global natural resources consultancy Wood Mackenzie, a Verisk business (Nasdaq: VRSK), shows annual global storage deployments will nearly triple year-on-year, reaching 12 GW/28 GWh in 2021. Across the world, economic recovery is top of mind for politicians, with renewable energy integration taking centre stage. Despite disruptions from the Covid-19 pandemic, Wood Mackenzie’s Global Energy Storage Outlook, released today, forecasts nearly 1 TWh of total demand from 2021-2030.

• Webinar

  Wood Mackenzie Focus:US Market Opportunity for Flex Services and Impacts of FERC 2222

  • 28 10月 2021

  WoodMac estimates by 2025, DER capacity added since 2016 will be comparable to renewables on the bulk generation side. Passed in 2020, FERC Order 2222 will enable DERs to participate alongside traditional resources in the regional organized wholesale markets through aggregation. This mandate is creating the conditions for DERs to create additional revenue streams in wholesale markets and consequently improve the economics for distributed generation and energy storage. But how can DER aggregation and orchestration technologies like virtual power plants (VPPs) help build DER business models? And what are the ways in which this value stacking opportunity can be broken down? Wood Mackenzie’s Global Head of Grid Edge Ben Hertz-Shargel will join IBM and some of the leading utilities and distributed generation companies in the United States to examine the different impacts of FERC 2222, shedding light on these fundamental questions: • What is the expected size of the DER in America? How will FERC 2222 affect the DER business models? And what are the key unknowns? • What is the market today for storage-based virtual power plants? And how will it evolve in a FERC 2222-impacted world? • How will EVs affect bulk power and distribution systems?

• Webinar

  Webinar | North American LNG winter outlook 2021

  • 28 10月 2021

  Join our LNG experts live to hear our expectations for the market as winter approaches.

• Webinar

  Webinar | Resilience, Cost Savings, Sustainability – Can you really achieve all 3?

  • 01 12月 2021

  Microgrids are touted as being able to provide multiple value streams -- resilience, cost savings, and reduced carbon emissions -- but at times these values are in contention with one another. Can microgrid projects really optimize on all three at once?

• News Release

  Europe emerges as global LNG price-setter

  • 27 5月 2021

  Global liquefied natural gas (LNG) markets were set to tighten over the next five years, driven by a slowdown in global LNG supply growth. But Europe’s market dynamics are turbo-charging the price recovery, with TTF currently trading close to US$9 per million British thermal units (/mmbtu), a level not seen since mid-2018. Following the recent winter spot price spike in Asia, the European market has been sustaining global LNG prices, making the region a battleground for global LNG price formation, new research from global natural resources consultancy Wood Mackenzie found.

• Webinar

  Webinar | Accounting for Extreme Weather for Solar Development Finance

  • 18 5月 2021

  Join us for a webinar discussing a deeper understanding of extreme weather for solar development as it relates to finance risk.

• Comment

  Colonial Pipeline cyberattack may benefit European refiners

  • 10 5月 2021

  The 2.5 million barrels per day (b/d) Colonial Pipeline moves roughly 45% of the US East Coast's supply of gasoline, diesel, and jet fuel from the Gulf Coast. The duration of the outage following the cyberattack on 7 May 2021 is uncertain. In the short term, Wood Mackenzie expects fuel demand and prices to rise in PADD 1, prompting refined fuel inventories to decline and PADD 1 refiners to maximize production.

• Webinar

  Metals and Mining Briefing | Capturing value from carbon taxes

  • 08 7月 2021

  Join us on Thursday 8th July for a discussion with Wood Mackenzie’s senior metals and mining experts to understand how carbon taxes and stakeholder pressure are reshaping the metals and mining investment environment.

• News Release

  Wood Mackenzie launches first-of-its-kind refinery intelligence tool

  • 21 6月 2021

  Wood Mackenzie is now offering Refinery I/O, a new tool providing daily refinery analytics from proprietary data sets.

• Webinar

  Webinar | Benefits & Challenges of Large-Format PV Modules and Their Impact on Solar Tracker Design from LONGi

  • 22 7月 2021

  This webinar explored how high-power-output solar modules will affect partner technologies such as tracker systems for overall project performance.

• News Release

  US winter storm impacts on the polyester value chain

  • 18 2月 2021

  As the US deals with this week’s winter storm, refining and petrochemicals outages could have an impact on the global polyester chain, according to Wood Mackenzie.

• News Release

  US energy storage market shatters quarterly deployment record

  • 03 3月 2021

  According to Wood Mackenzie and the U.S. Energy Storage Association’s (ESA) latest ‘US Energy Storage Monitor’ report, 2,156 megawatt-hours (MWh) of new energy storage systems were brought online in Q4 2020. This is an increase of 182% from Q3 2020, making Q4 the new record quarter for U.S. storage.

• Opinion

  US distributed solar: four predictions for 2024

  • 17 1月 2024

  Key trends to watch out for including the impact of the residential solar slowdown on customer acquisition costs, growth in emerging commercial and community solar markets, adaptation to net metering successor tariffs and more.

• Opinion

  North America gas: 5 things to look for in 2025

  • 05 1月 2025

  After a challenging 2024 for North American natural gas will 2025 see renewed growth? 

• Opinion

  US Gulf of Mexico: 5 things to look for in 2025

  • 07 1月 2025

  With a new administration and refreshed focus on domestic production growth set to take effect in January, the regulatory future looks bright.

• Opinion

  Canada upstream: 4 things to look for in 2025

  • 07 1月 2025

  Canada's production growth carries on. But there are important nuances underneath total volume numbers.