The US solar industry is off to a strong start in the first quarter

• 06 6月 2024

The US solar industry is off to a strong start in the first quarter

How to build and optimise the grid of the future

• 04 6月 2024

With the inevitable increase in energy demand, this conversation centres around the need for a smarter approach to balancing supply and demand and the necessity of a grid twice the size it is today.

Distributed energy storage is taking off

• 19 6月 2024

Peter Cavan from Convergent Energy and Power, joins us at the Solar and Energy Storage Summit podcast studio to discuss the future of energy storage and the trends in the market.

The evolution of the solar industry in the US since 2021

• 18 6月 2024

We are joined by Vanessa Witte and Kelly Sarber to recap the summit and explore the impact of the most important climate legislation in living memory: the IRA. New tariffs on solar and storage are part of it – what’s the impact been? What are the policy effects on emerging markets?

Surging power demand raises questions about cost

• 17 6月 2024

Generators see big opportunities in the rise of AI. Politicians in the US have concerns about the impact on customers.

Chinese companies dominate Wood Mackenzie’s solar PV module manufacturer rankings

• 11 6月 2024

Nine out of the top 12 manufacturers in Wood Mackenzie’s new global solar PV module manufacturer rankings are Chinese companies.

Why higher tariffs on Chinese EVs are a double-edged sword

• 13 6月 2024

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.

Battery storage begins to play a key role for US grids

• 24 5月 2024

California and Texas increasingly rely on battery storage to balance their grids. As solar and wind power continue to grow, other states are likely to follow.

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

• 23 5月 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.

New York Harbor gasoline and ULSD inventories guide markets through a relatively tight 2023

• 20 5月 2024

New York Harbor gasoline and ULSD prices: 2023 highlights

Reducing the emissions from natural gas

• 13 5月 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.

What new reforms to capacity accreditation mean for US power markets

• 07 5月 2024

Accreditation approaches are evolving rapidly across regions to address challenges including increased deployment of renewables and extreme weather events

Emissions rules for US power pose some difficult questions

• 06 5月 2024

New EPA regulations for coal plants hit an industry in decline. Emissions curbs for gas plants would affect a sector that is still growing.

Jigar Shah returns to the Energy Gang

• 09 5月 2024

We welcome back Jigar Shah, the Director of the Department of Energy’s Loan Programs Office. With a front-row seat to the energy transition, Jigar discusses the office's role in advancing clean energy projects and bridging the gap between R&D and large-scale deployment. Hear about the progress made so far and the future goals, including meeting the increased demand for electricity driven by data centers, AI, new factories and electric vehicles.

How higher interest rates could hold up energy transition investment

• 09 5月 2024

Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.

How to address congestion risk in US power markets

• 02 5月 2024

Understanding the implications of congestion is crucial for participants in the dynamic energy market

China leads global wind turbine manufacturers’ market share in 2023

• 01 5月 2024

China accounted for 65% of global wind capacity in 2023, which pushed four Chinese wind turbine original equipment manufacturers (OEM) into the top five global rankings, a first for the sector. With a record of 16.3 gigawatts (GW) capacity installed, Goldwind maintained the leading position for the second consecutive year.

US residential solar: cloudy skies will lead to a market reset in 2024

• 29 4月 2024

2023 was a year of fragmentation for the residential solar financing market

Sunrun retains its title as the largest residential solar installer in the US

• 31 3月 2021

Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?

Is there light at the end of a dark tunnel for US coal markets?

• 26 3月 2021

US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?

Four ways US solar broke records in 2020

• 16 3月 2021

The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

MISO's generation overhaul and transition towards renewables

• 10 3月 2021

Renewables are expected to double their market share in the Midwest. MISO is quickly shifting away from its thermal generation-based fleet towards a more diverse, renewables-based fleet. The recent generation additions and retirements across MISO Classic emphasize the need for grid reliability and an increase in interregional transmission capacity.

From federal spending to Texas blackouts: key themes shaping the US grid edge

• 03 3月 2021

The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

Federal leases and permits: how much could US tight oil shrink?

• 03 3月 2021

The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

What President Biden’s first day means for energy

• 22 1月 2021

Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

Energy reliability, resilience, extreme weather and other updates from the grid edge in Q3

• 03 8月 2021

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

The battle over wind, solar and storage

• 03 8月 2021

In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?

Supply chain constraints loom for US solar

• 15 6月 2021

While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?

Winter reliability and the road to net zero

• 28 4月 2021

Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.