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2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.
Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
What a Republican mid-term victory could mean for US energy and climate policy.
Two ways the flagship legislation will accelerate decarbonisation in the US.
Three different OEMs realised double-digit GW installations in 2022, despite multiple supply chain complications
The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector
The inflection points we see across the production, exploration, sustainability and M&A themes.
Western OEMs reduce the pace of NPI and focus on product standardisation while Chinese peers continue the frenetic pace of new turbine introduction
Read on for developments in carbon policy coming out of the US, UK and EU
Understanding the implications of congestion is crucial for participants in the dynamic energy market
The US solar industry is off to a strong start in the first quarter
Data centres are adding to loads in Texas while coal retirements are hitting capacity in Missouri
On 10 June, it was confirmed that BP, Mitsui &Co, Shell and TotalEnergies will take a 10% stake in Ruwais LNG. ADNOC will retain a 60% stake and serve as the lead developer and the operator.
A summary of news of what’s been happening in the US market
Our insight 'The 2024 US election: A fork in the road for US energy policy' presents the key areas set to be shaped by the outcome of the presidential race.
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
The decoupling of US electricity demand from economic growth over the last seven decades is set to reverse amid burgeoning data centre development, a resurgence in energy-intensive US manufacturing, and more transport and heating electrification - resulting in electricity demand growth not seen since the 1990s
Due to ongoing volatility in the global oil markets, traders need prompt indication of changes in the market
On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.
Can captured carbon replace fossil feedstocks? Explore the catalysts needed to scale CCU from niche to mainstream
On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.
Wood Mackenzie experts investigate Canadian Natural Resources' upstream portfolio, exploring how the company stacks up against other large North American producers, what's driving the C$100 billion market valuation, future opportunities, and potential risks.
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