The new investment cycle in energy and metals

• 03 February 2023

On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

Transforming the US EV battery supply chain

• 19 January 2023

The Inflation Reduction Act (IRA) aims not only to incentivise and foster the development of the low-carbon technologies essential to achieving net zero but to build out the domestic supply chains to support them, too. Simon Flowers discusses five key takeaways for battery cell production that are central to the roll-out of electric vehicles (EVs) in the US.

Balancing scale and concentration risk in US shale

• 28 October 2022

US shale independents have made the most of the rapid growth of unconventional oil and gas this century. A handful are now among the biggest single play producers in the world.

Decarbonisation and peak gas demand

• 31 July 2020

Gas is to be the bridging fuel of the transition, its lower carbon intensity supporting its position in the energy mix longer than coal and oil. Yet nothing can be taken for granted as decarbonisation policy tilts the playing field away from fossil fuels.

Securing exposure to Permian tight oil – Part 1

• 03 July 2018

What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

How the US sets global oil and gas prices

• 27 June 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.

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

• 01 December 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.

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

• 15 September 2016

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

US low-carbon energy manufacturing booms

• 01 November 2024

Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs

Trump and Harris set out contrasting visions for US energy

• 06 September 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.

Nuclear power needs a way to break the stalemate

• 25 June 2024

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

US gas enters an era of increased price volatility

• 23 February 2024

A mild winter has driven US gas prices down to levels last seen during the pandemic. After the spike in prices in 2022, it seems as though the market has become more volatile. One key reason is that the US has not been building enough gas storage.

The contrasting fortunes of solar and wind in the US

• 26 January 2024

Solar installations have been outpacing wind in the US, but face growing challenges in securing grid connections.

The Biden administration aims to accelerate the decarbonisation of US power

• 19 May 2023

The EPA’s proposed emissions standards for power plants face a battle in the courts. Other factors will be more significant for the industry.

Mass-market electric vehicles create new challenges for the grid

• 18 February 2022

In this year’s Super Bowl, six companies showed ads that showcased their electric vehicles, two included EVs in their commercials, and one advertised EV chargers.

Policy changes threaten California’s solar industry

• 28 January 2022

Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.

The Biden administration struggles to get a grip on fuel prices

• 19 November 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

Biden administration set fair for US offshore wind

• 13 November 2020

Priorities for the new president will be creating jobs and cutting emissions. Offshore wind can help him do both

US pipelines blocked by the courts

• 09 July 2020

Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

Capital is still flowing into the US oil and gas industry

• 19 June 2020

The US oil and gas industry has been a challenging sector for investors for years, and the fall in oil prices in 2020 has added to its difficulties. But recent bond issues by US E&Ps have shown that debt markets are still open for some

Can the world agree a deal to boost oil prices?

• 03 April 2020

As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

Predictions for 2020

• 19 December 2019

For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

Permian: Hell or High Water?

• 18 July 2019

As volumes of produced water continue to soar, our multi-client study explores the outlook for Permian wells and the need for robust water management strategies.

PeakAlerts

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North America Crude Markets Service

Invaluable North American crude oil value chain coverage with short and long-term outlooks, giving you broad value chain coverage with weekly updates to keep you informed of market fundamental drivers.

Webinar | Grid Edge | A new growth engine for the US distributed energy resource market

• 10 August 2023

Join Wood Mackenzie's Grid Edge team as they review the 5-year outlook for the US DER market and factors driving both the growth and market share transformation.

Webinar | Regional vs. Northern Sands: is the Permian proppant debate over?

• 27 August 2019

Please join our premier US Lower 48 research team's webinar to hear our take on this long-standing industry debate on Regional vs. Northern Sands. Our latest analysis will put the Permian proppant debate to a standing still.

Webinar | Grid Edge and DER Market Update

• 18 June 2020

The transition to a next-generation energy system will require increased penetration of DERs and other grid edge technologies. In this webinar, Wood Mackenzie analysts will share: • New market sizing and forecasts for resources with potential for grid flexibility: solar, energy storage, distributed fossil generation and load management of residential and C&I sites in the United States • Analysis of the different grid services and aggregation options that are evolving today, and how they will allow DERs offer true flexibility to both customers and the electric grid • Insight into how utilities, grid operators and vendors should think about shifting demand, harnessing distributed resources and developing business models in the grid edge space

Webinar | Nigeria's Marginal Fields Round

• 16 July 2020

On 1 June 2020, Nigeria's Department of Petroleum Resources (DPR) launched its first marginal fields round in nearly 20 years. Join Gail Anderson, Director of Wood Mackenzie's Sub-Saharan Africa Upstream Research, and Mansur Mohammed, Head of West Africa Content, who will provide insight on: • Available resources and fiscal terms • The infrastructure question: stand-alone developments or third party access? • What is the potential for gas monetisation? • Where are the best opportunities for investors? A 30-minute presentation will be followed by a Q&A session with our experts. To facilitate the discussion, please take two minutes to complete our short survey. Responses will be anonymous and will provide insights on the round from the perspective of industry stakeholders.

Webinar | Accounting for Extreme Weather for Solar Development Finance

• 18 May 2021

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