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...
Posts by Wood Mackenzie
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
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
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.
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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. 🔌💡
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...
“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.
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#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...
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
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
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
I was happy to contribute market data from @mobilityhouse.bsky.social for this #V2G #V2X report from @woodmackenzie.bsky.social
#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. 🔌💡
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...
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...
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
🔌💡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 🔌💡
🔌💡 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?
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 🔌💡
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...
What lies ahead for the world of energy and natural resources in 2025? Our analysts have scanned the horizon and made their predictions for the top trends, themes, challenges and opportunities for the coming year. 🔌💡
Get our predictions: www.woodmac.com/market-insig...
A delayed energy transition scenario would pile pressure onto an already strained upstream supply chain, with virtually all regions and segments feeling the effects of rising costs and equipment shortages. Where are the four main inflation hotspots? 🔌💡 Our analysis: www.woodmac.com/events/horiz...
Does clean hydrogen have a future? 🔌💡 It’s one of the most talked-about solutions for decarbonisation - but is hydrogen ready to take off? @edcrooks.bsky.social sits down with @mclott.bsky.social from @microsoft.com and Austin Knight from Chevron to discuss: www.woodmac.com/podcasts/the...
The Interchange Recharged is back with exciting changes. Meet our new host, Sylvia Leyva Martinez from our Power & Renewables team. Sylvia’s debut episode on 2025's clean energy outlook is out now. Listen and subscribe to see what's next. 🔌💡 www.woodmac.com/podcasts/the...
President Trump’s executive orders aim to boost oil and gas production, expedite energy infrastructure investment, and support new “baseload” power generation, while curbing EVs and wind power. We assess the impact.
#EnergySky #ClimateSky #GreenSky