The 2024 US Election: A fork in the Road for Energy Policy

Report Summary:

Wood Mackenzie North American coal, natural gas, and power analysts teamed up to present insights on key areas of energy policy that will be decided by the outcome of November's US presidential election.

The key policies we looked at include the following:

• Permitting reform
• LNG policy
• IRA implementation
• Paris Agreement leadership
• EPA power sector actions and methane fee

Table of contents

• Permitting reform
• LNG policy
• IRA implementation
• Paris Climate Agreement commitments
• US EPA regulations
  • GHG emission standards
  • SO 2 and NO x emissions programs
  • Methane emissions fee

Tables and charts

This report includes 4 images and tables including:

• Pre-FID LNG forecast by DOE permit status
• Annual wind, solar, and storage capacity additions
• Age distribution of coal fleet
• Estimated certified gas production by basin