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The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.
Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.
The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.
What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.
The intensifying drilling up of the Permian Basin in Texas isn’t just delivering rapid growth in tight oil. There are huge volumes of gas too, the effects of which are rippling out into the US market and may have big implications for global gas prices too.
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply forecast and proprietary view of new pipeline infrastructure build to better understand takeaway availability at major gas producing basins. Both capacity and production forecasts are updated on a monthly basis. The monitor is also posted on the North America…
This landing page hosts various Excel-based dashboards that work seamlessly with Lens Direct's API functionality for subscribers of Lens Gas North America. Clients can download excel templates to pull North American gas market data on supply, demand, prices, and trade flows.
Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.
US LNG confidence is high, but is the industry heading toward oversupply? Explore the risks and opportunities revealed at Gastech 2025
Discover how Trump's new environmental policies could reshape energy infrastructure and accelerate project approvals across the US.
Constellation commits to adding 1.1 GW of nuclear power by 2028
The US$26 billion Diamondback/Endeavor deal is the latest in a wave of consolidation of US oil, targeting lower costs and lower emissions.
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.
As the E&P sector embraces capital discipline and stability through the cycle, the US may be losing its role as a swing producer
In the US, corporate decisions on energy purchases have been key factors driving the growth of renewables
Manufacturers are betting big on the rapid growth of EV sales in the US. Political and legal uncertainty is the greatest risk.
ExxonMobil and Chevron's oil and gas production plans in Texas and New Mexico, Georgia Power look to exit coal and the surging interest in CCUS and hydrogen.
US deepwater output will rise to a record high in 2022. What you need to know: The Biden administration aims to build a better grid, the electricity cost outlook in the Asia Pacific region and Burning Man versus geothermal.
Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.
Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.
Thermal coal prices have been hitting record highs in recent months, driven by the same forces that have stoked many other commodity markets this year
The two contenders for the US presidency have fundamentally different views on energy, but have been seeking to win over swing voters
As US states ease restrictions, there is no evidence yet of a surge in coronavirus infections. But there is still a way to go before the economy and energy demand are back to normal
Oil prices recovered their equilibrium after the US killing of Qassem Soleimani, but tensions in the Gulf region have remained high
Meeting the electric T&D supply chain challenge
Get a visual representation of major constraint patterns, congestion risks, and historic impact analysis.
Stay on top of real-time US wholesale cost changes to make informed retail power pricing decisions.
Gain insight into North American NGL markets with regional and national perspective on ethane, propane, butanes and pentane at Wood Mackenzie.
Our NGLs solutions provide traders and analysts with the accurate data and forecasts they need to complement and inform their models.
Join us on February 4 to hear our H2 2020 long-term North America gas markets outlook extended to 2050.
Join our experts on Thursday at 8:00 EST January 25th for an interactive discussion where they will uncover the technical aspects, opportunities, challenges, and the competitive landscape of key green steelmaking technologies.
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