Wood Mackenzie Power & Renewables

Natural gas prices jumped 56% year on year, yet the pressure on the grid is only intensifying. In the latest episode, experts unpack the forces shaping the age of electricity & what that means for households, markets & investment. Explore the discussion: okt.to/h5qpBa

79% of all new U.S. power capacity came from solar and storage, with states like Texas, Indiana, and Utah leading the way. Discover more on the U.S. Solar Market Insight 2025 Year in Review in our latest article and download the executive summary: okt.to/LXjsec

Electricity bills up 26%. Household incomes up 23%. And the real pressure on the grid hasn’t even started yet. New Energy Gang with Ed Crooks, @mclott and @PaulSegal12 (@LSPowerGroup) on what’s straining the system and the solutions being considered: okt.to/AGykev

Why is US infrastructure so expensive to build now? America now has suppressed economic growth, not suppressed demand, because power infrastructure costs more and takes longer to build than anywhere else, including China. Full episode on YouTube: okt.to/jDPsfk

Why your electric bill keeps rising and what fixes it. VPPs use existing infrastructure more efficiently instead of building costly new power plants. Affordability is now the single biggest energy issue in America, says @Tesla residential energy director: okt.to/5B7yYn

Two-thirds of data centre power requests disappear when utilities ask for financial commitments. The remaining third still requires doubling grid capacity, 60 GW over 10 years, $170B in capital. @EnergyFalcone on who pays when new costs more than old: okt.to/kGl6Bq

Ship traffic through the Strait of Hormuz has collapsed 90%. 20,000 seafarers are trapped. And the implications for global energy are staggering. We are releasing an episode to break down what happens when the world's most critical energy chokepoint effectively closes 🧵👇

Our latest US Solar Market Insight is released today. Co-authored with @SEIA, this report is a 2025 Year in Review. PV solar delivered 54% of new US electricity capacity in 2025, while renewables plus storage reached 79%.  Read the executive summary: okt.to/JWjfds

🎙️Ep219. Hyperscalers vs US Utilities #spotify open.spotify.com/show/4FDIRo16s… #applepodcast podcasts.apple.com/gb/podcast/red… @MegaWattXinfo invites @WoodMackenzie Chris Seiple to discuss the complex interactions between Hyperscalers and US Utilities

Introducing Energy Gang: Instant Insights. Our new series delivering high-value energy takeaways in minutes when you don’t have time for full episodes. First insight: AI is surging, but the US grid can’t keep up. Subscribe for Instant Insights: okt.to/6Vf53C

Distribution costs are 30-40% of your electric bill. Distribution costs make up 30-40% of electricity rates and they're rising. @Tesla is using virtual power plants across different markets to unlock local value and keep costs down. Full ep on YouTube: okt.to/r0Kkno

Your home battery could prevent blackouts right now but most electricity markets won't let it. @colby_energy from @Tesla reveals why 37.5 GW of VPP capacity sits under utilised. Key stats that should worry you 🧵👇

40% of facilities could face power constraints by 2027. Is yours one of them? Fragmented data leaves large-load operators unable to secure reliable supply, risking project failure. What if you can see the full power value chain, interconnected: okt.to/eDFoO0

America needs to build the equivalent of 15 New York Cities worth of power in 4 years. China built 40% of our entire system in 1 year. @Ed_Crooks reports live from @ACORE on the infrastructure crisis holding back AI. 🧵👇

Domestic solar panels cost 2x imports. Tax credits end 2027. New FEOC rules ban Chinese supply chains. US renewable developers face an impossible choice: affordability vs manufacturing vs security. @Ed_Crooks breaks down the trade-offs at @ACORE: okt.to/RW4EaM

Supreme Court just changed renewable energy economics. The US renewable energy industry has had a whiplash year: tax credits slashed, Supreme Court rulings and total policy uncertainty. @Ed_Crook breaks down what's next from the @ACORE Policy Forum: okt.to/LCf7PS

Why the power grid can’t keep up. The grid moved slowly for decades. Battery storage is forcing it to move fast. @Ed_Crooks, @AmyJaffeenergy & @NebredaJulian discuss what's changing: okt.to/xSrmYo

Argentina, Brazil, and Chile face unprecedented regulatory changes in 2026. Key developments include Argentina's electricity sector decentralization, Brazil's phased free market opening and Chile's new government's view. Learn More! okt.to/rQqPcg

Unwind with us after day one! 🥂 Are you attending the Solar + Wind Finance & Investment Summit? Join @wood mackenzie for an evening of networking at the Arizona Biltmore on March 16, 2026 at 6:30 - 8:30 PM (MST).   Register your interest now: okt.to/19z23g

Amazon, Google & Microsoft reversed their "no gas ever" stance. Why? AI data centres need clean FIRM power, and natural gas with carbon capture just became cost-competitive with every alternative. ION CEO breaks down the economics that changed it all: okt.to/GZKgHr