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Wood Mackenzie

@woodmac.com
735 followers 5 following 29 posts

Global leader in analytics, insights and data, offering an interconnected view across the entire energy and natural resources landscape. www.woodmac.com

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Wood Mackenzie @woodmac.com · 08/08/2025
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...
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Wood Mackenzie @woodmac.com · 02/07/2025
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
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Wood Mackenzie @woodmac.com · 18/06/2025
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
woodmac.com
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...
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Wood Mackenzie @woodmac.com · 16/06/2025
@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
youtube.com
Will Trump’s Plan to Lower Gasoline Prices Actually Pay Off?
YouTube video by Bloomberg Television
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Wood Mackenzie @woodmac.com · 29/05/2025
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. 🔌💡
woodmac.com
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...
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John Kostyack @kostyack.bsky.social · 19/05/2025
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...
nytimes.com
Data Centers’ Hunger for Energy Could Raise All Electric Bills
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Wood Mackenzie @woodmac.com · 30/04/2025
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. 🔌💡
woodmac.com
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
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Energy Gang @theenergygang.bsky.social · 24/04/2025
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...
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Interchange Recharged @interchangeshow.bsky.social · 24/04/2025
“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) 👇🧵
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Interchange Recharged @interchangeshow.bsky.social · 23/04/2025
#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...
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Energy Gang @theenergygang.bsky.social · 21/04/2025
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
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Wood Mackenzie @woodmac.com · 21/04/2025
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
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Wood Mackenzie @woodmac.com · 17/04/2025
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
woodmac.com
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.
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Yo DG @dgdela.bsky.social · 27/03/2025
I was happy to contribute market data from @mobilityhouse.bsky.social for this #V2G #V2X report from @woodmackenzie.bsky.social #energysky
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Wood Mackenzie @woodmac.com · 09/04/2025
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. 🔌💡
woodmac.com
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.
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Matthew Boyda @atxcanadian.bsky.social · 25/02/2025
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...
woodmac.com
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.
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Gabriel Mitchell @gabiamitchell.bsky.social · 21/02/2025
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...
woodmac.com
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...
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Wood Mackenzie @woodmac.com · 21/02/2025
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
woodmac.com
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...
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Matthew Boyda @atxcanadian.bsky.social · 14/02/2025
🔌💡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...
go.woodmac.com
Uncertainty dominates the 2025 US power outlook
The outlook for the US power market is riddled with uncertainty
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Wood Mackenzie @woodmac.com · 04/02/2025
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 🔌💡
woodmac.com
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.
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Wood Mackenzie @woodmac.com · 31/01/2025
🔌💡 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?
woodmac.com
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.
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Matthew Boyda @atxcanadian.bsky.social · 29/01/2025
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 🔌💡
bit.ly
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.
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Ed Crooks @edcrooks.bsky.social · 28/01/2025
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...
woodmac.com
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.
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Wood Mackenzie @woodmac.com · 29/01/2025
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...
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Wood Mackenzie @woodmac.com · 27/01/2025
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...
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Energy Gang @theenergygang.bsky.social · 24/01/2025
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...
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Interchange Recharged @interchangeshow.bsky.social · 24/01/2025
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...
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Wood Mackenzie @woodmac.com · 24/01/2025
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
woodmac.com
President Trump's executive orders on energy | Wood Mackenzie
Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discove...
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Energy Gang @theenergygang.bsky.social · 21/01/2025
What’s next for US energy after US President Trump's inauguration? In this episode from November, the gang discussed: - Potential shifts in energy policy - Potential impacts on renewables like wind and solar - Changes to the Inflation Reduction Act’s tax credits #EnergySky #ClimateSky #GreenSky
woodmac.com
What’s next for energy after the US elections? |
With a new Trump administration set to steer US energy policy, what changes lie ahead for energy? Join Ed Crooks and expert guests as they break down the impacts on energy policy, renewables and the I...
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Energy Gang @theenergygang.bsky.social · 21/01/2025
Yesterday marked US President Trump’s inauguration, a moment that set the stage for significant shifts in US energy policy. While this report was originally published in May, the themes, questions and takeaways remain pertinent today: www.woodmac.com/horizons/del... #EnergySky #GreenSky #ClimateSky
woodmac.com
Hitting the brakes: How the energy transition could decelerate in the US
The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.
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Matthew Boyda @atxcanadian.bsky.social · 15/01/2025
We are back with exciting changes. Meet our new host, Sylvia Leyva Martinez, from @woodmackenzie.bsky.social Power & Renewables team. Thank you to David Banmiller for his incredible contributions over the years. Sylvia’s debut episode on 2025's #energy outlook is out now.
woodmac.com
The energy analysts' view on what’s ahead in 2025 | Wood Mackenzie
Clean energy in 2025: rising demand, inflation and political pressures. Explore solar power growth and utility tariff changes with Sylvia Leyva Martinez and Wood Mackenzie analysts.
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Matthew Boyda @atxcanadian.bsky.social · 16/01/2025
@woodmackenzie.bsky.social teams are responding to a surge of questions regarding the President-elect's intentions to enforce 25% tariff on imports from #Canada and #Mexico, in addition to #China. #Utilities need to reconsider their budgets and risk strategies for 2025. Explore our latest analysis.
woodmac.com
Navigating the impact of proposed tariffs on utility supply chains
How should utilities update their 2025 project budgets or risk mitigation strategies in light of potential US tariffs?
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Energy Gang @theenergygang.bsky.social · 24/12/2024
Predictions for energy and natural resources in 2025: Our host @edcrooks.bsky.social and other @woodmackenzie.bsky.social experts share their forecasts for next year in energy. #EnergySky #ClimateSky #GreenSky
woodmac.com
Predictions for energy and natural resources in 2025 | Wood Mackenzie
The impact of Chinese EVs, ambitious NOCs, the Saudi storage boom and more, as Wood Mackenzie analysts look ahead to next year
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Wood Mackenzie @woodmac.com · 18/12/2024
This month’s Horizons features 5 thought-provoking charts, including this one that highlights how data centres and the Fourth Industrial Revolution are driving power demand growth. Increasing power output is fundamental to the success of the new economy: www.woodmac.com/horizons/fiv... #EnergySky
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Matthew Boyda @atxcanadian.bsky.social · 16/12/2024
What does 2025 hold for #energy? @woodmackenzie.bsky.social analysts make predictions for the year ahead, highlighting the impact of Chinese #EVs, ambitious #NOCs, the coming Saudi #battery #storage boom, and more. Read this week's Energy Pulse to find out more.
woodmac.com
Predictions for energy and natural resources in 2025 | Wood Mackenzie
The impact of Chinese EVs, ambitious NOCs, the Saudi storage boom and more, as Wood Mackenzie analysts look ahead to next year
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Wood Mackenzie @woodmac.com · 12/12/2024
How much energy has the North Sea oil and gas sector delivered – and how does that compare with the rapidly-growing output of offshore wind? This month’s Horizons, spotlights five energy charts that will get you talking: www.woodmac.com/horizons/fiv... #EnergySky #ClimateSky
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Matthew Boyda @atxcanadian.bsky.social · 10/12/2024
Check out @woodmackenzie.bsky.social latest #power & #renewables newsletter! We explore how the #US power sector can tackle rising #demand, the future of #hydrogen, changes in European energy #storage, and the impact of #Republican leadership on US energy policy and the #IRA.
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Outlook for hydrogen and low-carbon ammonia, the changing shape of European energy storage, Trump's impact on US energy, and more.
What lies ahead for hydrogen and low-carbon ammonia? Last month's Hydrogen Conference 2024, hosted by Wood Mackenzie, brought together global stakeholders from across the value chain to discuss the mo...
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Wood Mackenzie @woodmac.com · 09/12/2024
“This new venture will create the biggest producer on the UKCS and demonstrates the long-term attractiveness of the region.” says WoodMac Research Director Gail Anderson. Our thoughts on the latest Shell and Equinor deal 👇 #energysky
woodmac.com
Shell and Equinor combination creates a new UK superpower, says Wood Mackenzie
Addressing the announcement of Equinor and Shell combining UK offshore oil and gas assets in a newly incorporated joint venture, Gail Anderson, research director at Wood Mackenzie said, “This new vent...
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Energy Gang @theenergygang.bsky.social · 09/12/2024
The Trump administration hopes to hit the ground running in Jan, implementing rapid changes to the US government and economy. The LNG industry will be an important test case for its approach to energy. Our host @edcrooks.bsky.social discusses in his latest blog. #EnergySky #ClimateSky #GreenSky
woodmac.com
US LNG a test case for the Trump administration’s ambitions | Wood Mackenzie
The Trump administration hopes to hit the ground running in January, implementing rapid changes to the US government and economy. The LNG industry will be an important test case for its approach to en...
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Matthew Boyda @atxcanadian.bsky.social · 06/12/2024
As #US electricity #demand shifts due to the surge of #datacenters, a boost in energy-intensive #manufacturing, we may see an uptick in electricity demand not seen since the 1990s. @woodmackenzie.bsky.social hosted a Q&A with experts on managing demand and long-duration battery storage advancements.
go.woodmac.com
Gridlock: Q&A on how the US power industry can cope with bumper demand
The decoupling of US electricity demand from economic growth over the last seven decades is set to reverse amid burgeoning data centre development, a resurgence in energy-intensive US manufacturing, a...
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Matthew Boyda @atxcanadian.bsky.social · 04/12/2024
Collaborating with Foss & Company, @woodmackenzie.bsky.social a report analyses the role of tax credits ( #ITC & #PTC ) in advancing renewables in the US #IRA is creating new financial opportunities for projects. Discussion on how adjustments to tax credit utilization can attract more investors.
woodmac.com
Beyond solar: uncovering post-IRA tax equity opportunities in clean energy technologies | Wood Mackenzie
In our latest partnered report with Foss & Company, we analyse the influence of tax credits like the ITC and PTC on the growth of renewable energy in the U.S, discuss how changes in tax credit applica...
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Matthew Boyda @atxcanadian.bsky.social · 04/12/2024
The new #Solar Market Insight report from @woodmackenzie.bsky.social and Solar Energy Industries Association is out! It explores solar demand, manufacturing, and pricing trends in the #US for the next five years and details market segment variations.
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Power & Renewables Quarterly Partnership Reports
Discover the most comprehensive and insightful market reports in renewable energy, developed in partnership with the Solar Energy Industries Association (SEIA) and the American Clean Power Association...
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Wood Mackenzie @woodmac.com · 03/12/2024
Some regions of the US could see electricity demand grow 15% by 2029. Data centre development, a manufacturing renaissance and wider electrification are putting the industry under pressure. Can the US keep pace with demand growth?🔌💡 www.woodmac.com/horizons/gri... #energysky #climatesky #greensky
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Wood Mackenzie @woodmac.com · 02/12/2024
After looking at 1,502 storage projects across Europe, we've identified several trends as the European energy storage market matures. Get the full infographic here to learn more about how the European storage market is changing: www.woodmac.com/news/opinion... #EnergySky #ClimateSky #GreenSky
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Wood Mackenzie @woodmac.com · 28/11/2024
How big a role can RNG play in decarbonising gas supply? Investment in the nascent biomethane sector is picking up. Kateryna Filippenko, Research Director - Global Gas Markets, shares how she sees the market developing: www.woodmac.com/blogs/the-ed... #EnergySky #ClimateSky #GreenSky
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Energy Gang @theenergygang.bsky.social · 27/11/2024
In this week's episode, host @edcrooks.bsky.social discusses the outcomes of COP29 with Energy Gang regulars Melissa Lott from Microsoft, and Amy Harder & Anca Gurzu from Cipher News. Listen now on our website, Spotify or Apple: www.woodmac.com/podcasts/the... #EnergySky #ClimateSky #GreenSky
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Energy Gang @theenergygang.bsky.social · 25/11/2024
@woodmackenzie.bsky.social experts are hosting a series of webinars exploring how Trump could could redefine the energy landscape. Get more info and register here: www.woodmac.com/events/us-el... #EnergySky #ClimateSky #GreenSky
woodmac.com
From molecules to electrons: Trump 2.0 and the impact on the energy transition
The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy ...
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