Could US data centres and AI shake up the global LNG market?

• 23 May 2024

Changing dynamics in US power and gas markets have led our team to take a more bullish view of how gas prices develop. Simon Flowers asks Eugene Kim, Massimo Di Odoardo from our Global Gas team and Gavin Thompson about their thinking and the implications for the LNG market.

Big Oil’s opportunity for M&A in the petrochemicals downturn

• 30 November 2023

Petrochemicals may be experiencing a severe cyclical downturn, triggered by excessive capacity build-out, but it’s one of the sector’s best long-term bets. Our experts discuss the timing of it's recovery and whether the downturn might spark change.

US LNG a test case for the Trump administration’s ambitions

• 06 December 2024

The new president aims to expedite investment in gas export plants. Some obstacles will be difficult to remove.

The Trump administration's AI strategy points to strong growth in US power

• 25 November 2024

AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.

Uncertainty casts a shadow over US LNG

• 25 October 2024

Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.

Reducing the emissions from natural gas

• 13 May 2024

Demand for natural gas is growing. So is pressure to reduce its carbon intensity. The industry’s emissions will increasingly come under scrutiny, and measurement and reporting will need to improve.

Biden and Xi build bridges on energy

• 20 November 2023

After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.

US energy policy faces political risk

• 06 October 2023

Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.

Debt deal aims to expedite US energy investment

• 05 June 2023

Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.

The coming US low-carbon energy boom

• 27 January 2023

The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.

How the Jones Act exacerbates the US diesel shortage

• 21 November 2022

Distillate stocks are low in New York Harbor. Waivers from US shipping rules would help

US gasoline prices hit record highs

• 10 June 2022

Refining capacity constraints, OPEC+ strategy and investor demands have driven up fuel prices worldwide, with little prospect of relief in the short term.

The Biden administration seeks help on fuel prices

• 18 March 2022

The cost of gasoline has become a political problem for President Biden. He does not have many options for bringing it down.

A power-up for US renewables

• 10 December 2021

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.

US Infrastructure bill bets on breakthrough technologies

• 12 November 2021

The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

Trade becomes a new tactic for curbing emissions

• 05 November 2021

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.

Who needs to beef up Permian tight oil exposure?

• 29 January 2019

US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

Shifting risks in global oil supply

• 06 October 2017

If the demand side of the equation is relatively predictable, oil supply is notoriously difficult. Many of the market’s most colourful moments through history have revolved around supply, with OPEC at the centre of most in the last six decades.

Global Oil Storage Monitoring

A unique solution combining visual imagery measurements of storage assets across North America and Europe with satellite measured data in hard to monitor regions.

Natural Gas Analytics

Discover how our Natural Gas Analytics suite delivers essential insights and analytics to empower confident, agile decision-making in the dynamic natural gas market.

CNRL hits Cdn$100 billion market valuation milestone

• 25 May 2022

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.

US solar: Biden’s Executive Order brings (some) relief

• 28 June 2022

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.

Harris v Trump: A fork in the road for US energy

• 21 October 2024

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.

The impact of Republican control on US energy policy and the IRA

• 19 November 2024

We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

Gridlock: Q&A on how the US power industry can cope with bumper demand

• 03 December 2024

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

Cushing 2024: key price insights and market trends

• 07 January 2025

Due to ongoing volatility in the global oil markets, traders need prompt indication of changes in the market

US DOE shows that virtual power plants are very real

• 10 January 2025

The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption

Grid edge: what to look for in 2025

• 22 January 2025

From distributed energy resources to electrification and grid modernisation, our US grid edge experts share their view of the key themes to watch.

North American oil, power and gas trading: 7 things to look out for in 2025

• 22 January 2025

From extreme weather events to the global effects of Canada’s new TMX pipeline, what will shape the markets this year? Includes price volatility, Permian basin consolidation, thermal retirements and more.

Reduced flow on several US-bound Canadian pipelines following introduction of tariffs

• 05 March 2025

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.