Wood Mackenzie
@woodmac.com
Wood Mackenzie is the global insight business for renewables, energy and natural resources. Driven by data. Powered by people.
https://www.woodmac.com/
https://www.woodmac.com/
Which energy transition technologies are having the most transformational impact right now – and which regions are leading the pack on technological supremacy? Find out in the 2025 edition of our New Technologies Outlook. www.woodmac.com/news/opinion...
August 8, 2025 at 9:41 AM
Which energy transition technologies are having the most transformational impact right now – and which regions are leading the pack on technological supremacy? Find out in the 2025 edition of our New Technologies Outlook. www.woodmac.com/news/opinion...
We're now tracking 134 GW of proposed data centres across the US and 63 GW of firm utility commitments. This surge could reshape utility risk profiles, challenge traditional regulatory models and test the resilience of deregulated markets.
Learn more: www.woodmac.com/horizons/us-... #EnergySky
Learn more: www.woodmac.com/horizons/us-... #EnergySky
July 2, 2025 at 12:53 PM
We're now tracking 134 GW of proposed data centres across the US and 63 GW of firm utility commitments. This surge could reshape utility risk profiles, challenge traditional regulatory models and test the resilience of deregulated markets.
Learn more: www.woodmac.com/horizons/us-... #EnergySky
Learn more: www.woodmac.com/horizons/us-... #EnergySky
The most serious hostilities between Israel and Iran in history have begun - but oil markets remain surprisingly calm. What’s really happening with prices? Could the Strait of Hormuz become a flashpoint? What it means for US consumers and inflation? @edcrooks.bsky.social breaks it down. #EnergySky
What the conflict between Israel and Iran means for energy | Wood Mackenzie
Explore how the escalating Israel-Iran conflict is impacting global oil and gas markets, with expert analysis from Wood Mackenzie on crude prices, LNG flows, energy infrastructure and geopolitical ris...
www.woodmac.com
June 18, 2025 at 2:02 PM
The most serious hostilities between Israel and Iran in history have begun - but oil markets remain surprisingly calm. What’s really happening with prices? Could the Strait of Hormuz become a flashpoint? What it means for US consumers and inflation? @edcrooks.bsky.social breaks it down. #EnergySky
@edcrooks.bsky.social breaks down the global significance of US gasoline prices on @bloomberglp.bsky.social.
Efforts to lower fuel costs are more than just domestic policy moves. They serve as a barometer of the global economy, reflecting broader market forces and geopolitical trends. #EnergySky
Efforts to lower fuel costs are more than just domestic policy moves. They serve as a barometer of the global economy, reflecting broader market forces and geopolitical trends. #EnergySky
Will Trump’s Plan to Lower Gasoline Prices Actually Pay Off?
YouTube video by Bloomberg Television
www.youtube.com
June 16, 2025 at 12:21 PM
@edcrooks.bsky.social breaks down the global significance of US gasoline prices on @bloomberglp.bsky.social.
Efforts to lower fuel costs are more than just domestic policy moves. They serve as a barometer of the global economy, reflecting broader market forces and geopolitical trends. #EnergySky
Efforts to lower fuel costs are more than just domestic policy moves. They serve as a barometer of the global economy, reflecting broader market forces and geopolitical trends. #EnergySky
Big shift in global trade this week: US Court of International Trade halts most Trump-era tariffs, with no future modifications allowed.
In this month’s Horizons, we present 3 potential tariff scenarios and their impacts: trade truce, trade tensions, and full-blown trade war. Read more below.
🔌💡
In this month’s Horizons, we present 3 potential tariff scenarios and their impacts: trade truce, trade tensions, and full-blown trade war. Read more below.
🔌💡
Trading cases: tariff scenarios for taxing times
Explore the impact of US tariff policies on energy and natural resources sectors. Wood Mackenzie presents three scenarios analyzing effects on global GDP, production, and commodity markets through 203...
www.woodmac.com
May 29, 2025 at 1:20 PM
Big shift in global trade this week: US Court of International Trade halts most Trump-era tariffs, with no future modifications allowed.
In this month’s Horizons, we present 3 potential tariff scenarios and their impacts: trade truce, trade tensions, and full-blown trade war. Read more below.
🔌💡
In this month’s Horizons, we present 3 potential tariff scenarios and their impacts: trade truce, trade tensions, and full-blown trade war. Read more below.
🔌💡
Reposted by Wood Mackenzie
More evidence, this time from @woodmac.com, that tech companies are shifting the cost of powering their AI/data centers to other ratepayers. www.nytimes.com/2025/05/16/b...
Data Centers’ Hunger for Energy Could Raise All Electric Bills
www.nytimes.com
May 19, 2025 at 9:23 PM
More evidence, this time from @woodmac.com, that tech companies are shifting the cost of powering their AI/data centers to other ratepayers. www.nytimes.com/2025/05/16/b...
In 2024, the US residential solar market experienced its first annual decline in installed capacity since 2017 - a 31% contraction year-over-year - driven by persistent financing challenges and economic uncertainty. We anticipate a recovery in customer ownership beginning in 2026. 🔌💡
US residential solar turbulence persisted through 2024
Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape
www.woodmac.com
April 30, 2025 at 2:05 PM
In 2024, the US residential solar market experienced its first annual decline in installed capacity since 2017 - a 31% contraction year-over-year - driven by persistent financing challenges and economic uncertainty. We anticipate a recovery in customer ownership beginning in 2026. 🔌💡
Reposted by Wood Mackenzie
Energy Gang goes LIVE from The #Solar and #EnergyStorage Summit 🎙️
We’re bringing the stage to your headphones #EnergySky. Get ready for a special live edition of the show, recorded straight from the summit stage.
Follow Energy Gang now — episode drops soon 👉 www.woodmac.com/podcasts/the...
We’re bringing the stage to your headphones #EnergySky. Get ready for a special live edition of the show, recorded straight from the summit stage.
Follow Energy Gang now — episode drops soon 👉 www.woodmac.com/podcasts/the...
April 24, 2025 at 7:12 PM
Energy Gang goes LIVE from The #Solar and #EnergyStorage Summit 🎙️
We’re bringing the stage to your headphones #EnergySky. Get ready for a special live edition of the show, recorded straight from the summit stage.
Follow Energy Gang now — episode drops soon 👉 www.woodmac.com/podcasts/the...
We’re bringing the stage to your headphones #EnergySky. Get ready for a special live edition of the show, recorded straight from the summit stage.
Follow Energy Gang now — episode drops soon 👉 www.woodmac.com/podcasts/the...
Reposted by Wood Mackenzie
“They’re not going to be burning coal on Mars. It’s going to be us providing power there.” 🚀☀️
#EnergySky @solarsylvia.bsky.social is live from the stage at SESS with Ben Sigrin of Grid Beyond to talk all things #solar & #storage in this special episode of Interchange Recharged.
(1/2) 👇🧵
#EnergySky @solarsylvia.bsky.social is live from the stage at SESS with Ben Sigrin of Grid Beyond to talk all things #solar & #storage in this special episode of Interchange Recharged.
(1/2) 👇🧵
April 24, 2025 at 1:55 PM
“They’re not going to be burning coal on Mars. It’s going to be us providing power there.” 🚀☀️
#EnergySky @solarsylvia.bsky.social is live from the stage at SESS with Ben Sigrin of Grid Beyond to talk all things #solar & #storage in this special episode of Interchange Recharged.
(1/2) 👇🧵
#EnergySky @solarsylvia.bsky.social is live from the stage at SESS with Ben Sigrin of Grid Beyond to talk all things #solar & #storage in this special episode of Interchange Recharged.
(1/2) 👇🧵
Reposted by Wood Mackenzie
#energysky we are live from the Solar and Energy Storage Summit 🎙️☀️
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
April 23, 2025 at 7:36 PM
#energysky we are live from the Solar and Energy Storage Summit 🎙️☀️
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
Reposted by Wood Mackenzie
We are thrilled to share that our podcast has been featured in the Apple #EarthDay collection in both the US and the UK!
Catch episodes bi-weekly on Tuesdays on Apple, Spotify or wherever you get podcasts: podcasts.apple.com/gb/podcast/e...
#ClimateSky #GreenSky #EnergySky
Catch episodes bi-weekly on Tuesdays on Apple, Spotify or wherever you get podcasts: podcasts.apple.com/gb/podcast/e...
#ClimateSky #GreenSky #EnergySky
April 21, 2025 at 2:17 PM
We are thrilled to share that our podcast has been featured in the Apple #EarthDay collection in both the US and the UK!
Catch episodes bi-weekly on Tuesdays on Apple, Spotify or wherever you get podcasts: podcasts.apple.com/gb/podcast/e...
#ClimateSky #GreenSky #EnergySky
Catch episodes bi-weekly on Tuesdays on Apple, Spotify or wherever you get podcasts: podcasts.apple.com/gb/podcast/e...
#ClimateSky #GreenSky #EnergySky
The US now produces more oil and gas than Saudi Arabia and Russia combined – and its upstream outperformance has transformed its global energy influence. Can it maintain this dominance – and what are the global climate implications?
Find out more: www.woodmac.com/horizons/us-...
🔌💡 #GreenSky
Find out more: www.woodmac.com/horizons/us-...
🔌💡 #GreenSky
April 21, 2025 at 9:22 AM
The US now produces more oil and gas than Saudi Arabia and Russia combined – and its upstream outperformance has transformed its global energy influence. Can it maintain this dominance – and what are the global climate implications?
Find out more: www.woodmac.com/horizons/us-...
🔌💡 #GreenSky
Find out more: www.woodmac.com/horizons/us-...
🔌💡 #GreenSky
The Trump administration has put US energy dominance at the top of its agenda – producing more oil & gas than its two closest competitors combined. But is that a position it can hold? Will China’s growing strength in low-carbon technologies give it a competitive edge?
#EnergySky #Climate #GreenSky
#EnergySky #Climate #GreenSky
Tough at the top: the threats to US energy dominance
Explore the Trump administration's 'energy dominance' strategy: boosting domestic oil and gas, creating jobs, cutting costs, and enhancing US global influence and security.
www.woodmac.com
April 17, 2025 at 12:09 PM
The Trump administration has put US energy dominance at the top of its agenda – producing more oil & gas than its two closest competitors combined. But is that a position it can hold? Will China’s growing strength in low-carbon technologies give it a competitive edge?
#EnergySky #Climate #GreenSky
#EnergySky #Climate #GreenSky
Reposted by Wood Mackenzie
I was happy to contribute market data from @mobilityhouse.bsky.social for this #V2G #V2X report from @woodmackenzie.bsky.social
#energysky
#energysky
The surprising powerhouse behind rapid V2X growth: electric school buses
The surprising powerhouse behind rapid V2X growth: electric school buses
Electric school buses are driving major growth in the vehicle-to-everything (V2X) market, with capacity expected to double to 40 megawatts (MW) by 2025, according to a new report from Wood Mackenzie.
more…
electrek.co
March 27, 2025 at 8:59 PM
I was happy to contribute market data from @mobilityhouse.bsky.social for this #V2G #V2X report from @woodmackenzie.bsky.social
#energysky
#energysky
How will President Trump’s tariffs reshape the energy and climate landscape? 🌎 Catch our webinar replay where WoodMac analysts break down the potential impact of US tariffs on: Global economic growth and trade, US power and renewables supply chain, global oil, gas and minerals markets, and more. 🔌💡
What Trump's tariff policy means for energy and natural resources | Wood Mackenzie
Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities.
www.woodmac.com
April 9, 2025 at 12:54 PM
How will President Trump’s tariffs reshape the energy and climate landscape? 🌎 Catch our webinar replay where WoodMac analysts break down the potential impact of US tariffs on: Global economic growth and trade, US power and renewables supply chain, global oil, gas and minerals markets, and more. 🔌💡
Reposted by Wood Mackenzie
From #tax cuts to #tariffs and trade tensions, @woodmackenzie.bsky.social's Head of Economics, Peter Martin, takes a look at the key economic themes to watch out for in 2025 and beyond 👇
www.woodmac.com/news/opinion...
www.woodmac.com/news/opinion...
Global economy: can momentum trump uncertainty? | Wood Mackenzie
From tax cuts to tariffs and trade tensions, a look at the key economic themes to watch out for in 2025 and beyond.
www.woodmac.com
February 25, 2025 at 7:46 PM
From #tax cuts to #tariffs and trade tensions, @woodmackenzie.bsky.social's Head of Economics, Peter Martin, takes a look at the key economic themes to watch out for in 2025 and beyond 👇
www.woodmac.com/news/opinion...
www.woodmac.com/news/opinion...
Reposted by Wood Mackenzie
Good roundup by @woodmackenzie.bsky.social on what East Med gas requires for region to continue enjoying commercialization...but those who review the list will quickly realize its an uphill struggle
www.woodmac.com/blogs/the-ed...
www.woodmac.com/blogs/the-ed...
What next for East Med gas? | Wood Mackenzie
Discover five key strategies to unlock the Eastern Mediterranean's gas potential, including Egypt-Cyprus collaboration, revitalising Egyptian production, diversifying supply, engaging major energy com...
www.woodmac.com
February 21, 2025 at 10:11 AM
Good roundup by @woodmackenzie.bsky.social on what East Med gas requires for region to continue enjoying commercialization...but those who review the list will quickly realize its an uphill struggle
www.woodmac.com/blogs/the-ed...
www.woodmac.com/blogs/the-ed...
Gas has its critics. Some – with some reason – see it as just another fossil fuel driving the climate crisis. But can gas demonstrate its value as a low carbon, reliable, affordable and flexible transitional fuel that can help deliver the energy transition? 🔌💡
#EnergySky #GreenSky #ClimateSky
#EnergySky #GreenSky #ClimateSky
The bridge: natural gas's crucial role as a transitional energy source
In a world seeking greater access to clean, reliable and affordable energy, making the case for gas has never been more pressing. WoodMac has a very positive view of the growth in gas demand, particul...
www.woodmac.com
February 21, 2025 at 9:51 AM
Gas has its critics. Some – with some reason – see it as just another fossil fuel driving the climate crisis. But can gas demonstrate its value as a low carbon, reliable, affordable and flexible transitional fuel that can help deliver the energy transition? 🔌💡
#EnergySky #GreenSky #ClimateSky
#EnergySky #GreenSky #ClimateSky
Reposted by Wood Mackenzie
🔌💡With trade tensions hanging over the #supplychains for essential #minerals and #renewable components, @woodmackenzie.bsky.social specialists are analyzing how President Trump's latest measures are reshaping the landscape of US #power markets and impacts to investors: go.woodmac.com/l/131501/202...
Uncertainty dominates the 2025 US power outlook
The outlook for the US power market is riddled with uncertainty
go.woodmac.com
February 14, 2025 at 2:03 PM
🔌💡With trade tensions hanging over the #supplychains for essential #minerals and #renewable components, @woodmackenzie.bsky.social specialists are analyzing how President Trump's latest measures are reshaping the landscape of US #power markets and impacts to investors: go.woodmac.com/l/131501/202...
How might President Trump’s proposed roll-back of climate policies affect sustainable investments in 2025 – and longer-term US market dynamics? Could digitalised value chains pave the way for a circular economy? We explore this and more in our latest 2025 outlook. #GreenSky #ClimateSky 🔌💡
Oils and chemicals sustainability: 5 things to look for in 2025 |
As ESG legislation evolves, stakeholders across oils and chemicals value chains need to adapt to circular business models to drive and capitalise upon this materials transition.
www.woodmac.com
February 4, 2025 at 8:20 AM
How might President Trump’s proposed roll-back of climate policies affect sustainable investments in 2025 – and longer-term US market dynamics? Could digitalised value chains pave the way for a circular economy? We explore this and more in our latest 2025 outlook. #GreenSky #ClimateSky 🔌💡
🔌💡 Today the Danish government outlined adjustments to its hydrogen and offshore wind strategy, including changes to tender framework and financial support to get projects back on track. How will this impact Denmark's decarbonisation and climate goals, and will we see other countries follow suit?
The Danish government charts course through offshore wind headwinds
Government subsidies have long been discussed following mounting setbacks for the offshore wind sector. Today, we saw another breakthrough.
www.woodmac.com
January 31, 2025 at 2:12 PM
🔌💡 Today the Danish government outlined adjustments to its hydrogen and offshore wind strategy, including changes to tender framework and financial support to get projects back on track. How will this impact Denmark's decarbonisation and climate goals, and will we see other countries follow suit?
Reposted by Wood Mackenzie
"Capital needs certainty" - the latest @woodmackenzie.bsky.social Interchange podcast features the formidable Sandhya Ganapathy, CEO of EDPR North America. She and Sylvia Leyva Martinez discuss the challenges and opportunities in the US renewables. #EnergySky www.woodmac.com/podcasts/the...
Meeting energy demand requires long-term solutions | Wood Mackenzie
Discover how the US clean energy industry is navigating record growth, grid challenges and policy uncertainty. Sylvia Leyva Martinez and Sandhya Ganapathy, CEO of EDP Renewables North America, explore...
www.woodmac.com
January 29, 2025 at 2:26 PM
"Capital needs certainty" - the latest @woodmackenzie.bsky.social Interchange podcast features the formidable Sandhya Ganapathy, CEO of EDPR North America. She and Sylvia Leyva Martinez discuss the challenges and opportunities in the US renewables. #EnergySky www.woodmac.com/podcasts/the...
Reposted by Wood Mackenzie
Raise your glasses🥃 to the #OffshoreWind sector sponsored by Scottish Development International.
At Smart Energy Week #Japan 2025, head to the Scotland Pavilion at E23-22. You'll have the chance to interact with @woodmackenzie.bsky.social experts. bit.ly/4hlCitb 🔌💡
At Smart Energy Week #Japan 2025, head to the Scotland Pavilion at E23-22. You'll have the chance to interact with @woodmackenzie.bsky.social experts. bit.ly/4hlCitb 🔌💡
Wood Mackenzie at Smart Energy Week Japan 2025
The global leader in commercial intelligence for the energy, metals and mining industries, providing objective analysis and advice on assets, companies and markets.
bit.ly
January 29, 2025 at 2:00 PM
Raise your glasses🥃 to the #OffshoreWind sector sponsored by Scottish Development International.
At Smart Energy Week #Japan 2025, head to the Scotland Pavilion at E23-22. You'll have the chance to interact with @woodmackenzie.bsky.social experts. bit.ly/4hlCitb 🔌💡
At Smart Energy Week #Japan 2025, head to the Scotland Pavilion at E23-22. You'll have the chance to interact with @woodmackenzie.bsky.social experts. bit.ly/4hlCitb 🔌💡
Reposted by Wood Mackenzie
I am pleased to see the Jevons Paradox being widely discussed in the past few days. I wrote about it in the context of AI last year: www.woodmac.com/blogs/energy...
Demand growth creates new challenges for the power industry | Wood Mackenzie
Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.
www.woodmac.com
January 28, 2025 at 5:58 PM
I am pleased to see the Jevons Paradox being widely discussed in the past few days. I wrote about it in the context of AI last year: www.woodmac.com/blogs/energy...