• Opinion

  The Interchange Recharged podcast: Round-up of the Grid Edge Innovation Summit

  • 09 12月 2022

  The Grid Edge Innovation Summit in Phoenix has come to a close. The conference was host to world-leading industry experts and representatives which resulted in some outstanding insight and debates. On today's episode, we bring you a recap of the event.

• Opinion

  Why permitting reform could help the US energy industry

  • 12 12月 2022

  Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors

• Opinion

  The Interchange Recharged podcast: Live at the Grid Edge Innovation Summit – Day One

  • 07 12月 2022

  Wood Mackenzie’s Grid Edge Innovation Summit is now on and we’ll be bringing you all the action from the two days of talks right here on The Interchange Recharged. We are live in Phoenix, bringing you highlights from each day of the conference.

• Opinion

  The US solar industry waits

  • 13 12月 2022

  Before the solar industry can take advantage of the Inflation Reduction Act, it needs government guidance and supply chain relief.

• Opinion

  Lower 48 midstream not immune to oil price volatility

  • 03 6月 2020

  Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

• Editorial

  Is E&P distress in the Lower 48 spreading to the midstream sector?

  • 01 6月 2020

  Listen to a recent webinar where our Lower 48 oil and gas analysts discuss financial health in the tight oil sector and ask which companies are at risk.

• Opinion

  Assessing the risks to future oil demand

  • 15 5月 2020

  A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.

• Opinion

  How coronavirus could affect the grid edge in 2020

  • 30 4月 2020

  The start of 2020 has already seen significant momentum around electrification and grid edge innovation. However, challenges lie ahead due to the pandemic.

• Editorial

  10 factors that influence upstream production shut-in decisions

  • 23 4月 2020

  How do oil and gas producers decide when to shut in production? Asset economics are critical, but are not the only factor leading to production being shut-in. Here we look at 10 factors that influence upstream shut-in decisions.

• Editorial

  Below zero: what the WTI crash means for US and global markets

  • 21 4月 2020

  On Monday, April 20, WTI dipped to minus $37.63, collapsing under the weight of global oversupply and sharply reduced demand due to the Covid-19 pandemic. We asked our experts on supply and demand dynamics, infrastructure, and financial markets to shed light on these historic numbers and discuss what we can expect in the near and longer-term.

• Opinion

  Has the Lower 48 got the financial strength to ride out the storm?

  • 17 4月 2020

  From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

• Opinion

  Can the world agree a deal to boost oil prices?

  • 03 4月 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.

• Opinion

  Beyond inexpensive supply in North American power markets

  • 31 3月 2020

  The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

• Editorial

  What does the oil price crash mean for you?

  • 01 4月 2020

  How much do we think investment is going to fall this year, why is it different to the last price crash, and where are the costs most likely to be cut? Our team of global upstream experts tackles the industry’s burning questions in this 35-minute webinar.

• Opinion

  Oil price crash: how Middle East, Russian and US upstream industry responses compare

  • 01 4月 2020

  In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

• Opinion

  Will there be a bailout for the hard-pressed US shale industry?

  • 13 3月 2020

  As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

• Editorial

  Oil price crash: 3 things you need to know today

  • 10 3月 2020

  On Monday 9th March 2020, the oil price saw its biggest fall in 30 years. Here’s our analysts’ rapid response to the oil price crash. Look out for more detailed analysis in the days and weeks to come.

• Opinion

  Who will win the tug of war over shale service costs?

  • 06 3月 2020

  Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.

• Opinion

  Jeff Bezos pledges $10 billion to fight climate change

  • 21 2月 2020

  The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

• Featured

  What does the Fiat Chrysler Peugeot SA merger mean for the electric car market?

  • 28 2月 2020

  How will the Fiat Chrysler-Peugeot merger work? What electric cars do Fiat Chrysler make? Wood Mackenzie answers your frequently asked questions about the $50 billion merger.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Opinion

  What if Bernie Sanders banned fracking in the Lower 48?

  • 12 2月 2020

  As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

• Featured

  What’s ahead for North America gas?

  • 18 12月 2019

  2019 was another stellar year of US gas production growth pushing to new record highs aided by productivity gains, power demand growth and LNG exports. With producer spending only coming into sharper focus and competition for demand growing both domestically and globally, will the North America gas market experience pivotal changes in 2020 or continue on the same path set by 2019?

• Featured

  The EU’s new carbon tax at the border

  • 31 1月 2020

  The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

• Featured

  Predictions for 2020

  • 19 12月 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.

• Featured

  When will Tesla make a profit?

  • 22 1月 2020

  When will Tesla make a profit? Will Tesla make a small car? Who makes Tesla batteries? Wood Mackenzie answers your frequently asked questions about US car manufacturer Tesla.

• Featured

  The greening of BlackRock: What it means for energy

  • 17 1月 2020

  In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

• The Edge

  COP29 key takeaways

  • 25 11月 2024

  Progress on finance and carbon, but still much to do in Belém