Meeting the data center power challenge

• 07 5月 2025

In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.

What’s the biggest mistake clean energy developers make when chasing tax equity?

• 07 5月 2025

Are tax equity pitfalls costing your clean energy project? Learn how to turn incentives into smart investments

US solar industry to add 502 GWdc of capacity in next 10 years

• 23 4月 2025

Speaking from Wood Mackenzie's Solar and Energy Storage Summit, Sylvia Leyva Martinez, Principal Analyst, North America Utility-Scale Solar, said, "Bright skies are ahead for US solar, with average annual installations surpassing 40 GWdc through 2035. In total, the US solar industry will add about 502 GWdc of capacity to the market in the next 10 years."

Solar and energy storage experts debate the current market

• 24 4月 2025

Live from the 2025 Solar & Energy Storage Summit - industry leaders debate trade wars, grid innovation and what Q1 reveals about the future of solar and storage in the US.

US residential solar turbulence persisted through 2024

• 23 4月 2025

Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape

4 key carbon policy developments from Q1 2025

• 18 4月 2025

Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

• 25 3月 2025

The US solar industry is set to add 26 GW in 2025, but uncertainty around federal tax credits, trade policies and Trump’s tariffs is creating challenges for developers and manufacturers

eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know

• 24 3月 2025

How Lens Hydrogen is helping utilities, developers and IPPs capitalise on the US$2 trillion hydrogen opportunity

PDAC during turbulent times: navigating geopolitical shifts while placing bets on potentially resilient commodities

• 21 3月 2025

Key takeaways from meetings with government representatives, private and institutional investors, operators and developers at the 2025 Prospectors & Developers Association of Canada (PDAC) convention

The hydrogen revolution: what it means for commercial and industrial firms

• 22 1月 2024

With hydrogen set to play a key role in the energy transition, businesses need to understand its place in the energy landscape

US V2X installed capacity to double to 40 MW in 2025

• 27 3月 2025

The vehicle-to-everything market (V2X) is expanding, with installed capacity expected to double to 40 megawatts (MW) in 2025, according to a new report from Wood Mackenzie. According to the report “Power from the people: The state of the vehicle-to-everything (V2X) market” this expansion will be driven largely by school bus electrification programs. School buses provide significant downtime combined with their reliable duty cycles and large batteries.

Is the US being left behind in the race to develop new clean energy technologies?

• 01 4月 2025

China is pushing ahead with groundbreaking clean energy tech - can the US keep up? The gang do a deep dive into EVs, policy and the future of innovation.

How can the power industry meet the challenge of rising demand?

• 04 4月 2025

Can America’s power grid keep up with booming demand? Listen to our live podcast from Washington to find out what’s next for energy, infrastructure and policy.

Tariff shockwaves shake the energy industry

• 08 4月 2025

Steep new US tariffs and global retaliation send shockwaves through energy markets - discover what it means for prices, demand and industry investment.

Navigating India’s evolving power market: capitalising on the renewable revolution

• 09 4月 2025

India ranks third globally in renewable energy installation and is working towards the ambitious target of non-fossil fuel supply of 500 GW by 2030

The new grid defection: breaking down the large load co-location fight at FERC

• 10 3月 2025

Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation

Data center pipeline capacity exceeds 92 GW by end of 2024, says Wood Mackenzie

• 13 3月 2025

The pipeline capacity for US data centers with development activity since 2023 exceeded 92 gigawatts (GW) at the end of 2024, according to a recent report from Wood Mackenzie. The adoption of artificial intelligence is fueling massive capacity expansion for data centers and competition for power. According to the report “US data center pipeline” from Wood Mackenzie, monthly pipeline additions reached 7 GW in the fourth quarter of 2024.

eBook | Lens Power and Renewables: illuminating risks, uncovering opportunities

• 14 3月 2025

Evaluate new opportunities, assess risk and make smarter business decisions with Wood Mackenzie's essential power and renewables intelligence platform

Chinese OEMs sweep the global wind podium for the first time

• 14 3月 2025

Wood Mackenzie's latest report on global wind turbine original equipment manufacturers (OEMs) reveals that Chinese companies dominated the market in 2024, with Goldwind, Envision, and MingYang securing the top three positions globally for the first time. Key findings: • Goldwind maintained its lead for the third consecutive year, installing 20 GW – a more than 20% increase on 2023 and more than 60% increase on 2022. • Five OEMs installed double-digit GW for the first time, with Chinese manufacturers benefiting from robust domestic demand and Vestas dominating markets outside China. • The Chinese market grew by almost 12% year-over-year to a record more than 80 GW, accounting for more than 60% of annual connected capacity globally. • Installations outside China declined by 9% year-over-year, impacting Western OEMs.

Hydrogen: the opportunity for investors

• 22 1月 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever

The growth of energy storage seems unstoppable

• 04 3月 2025

Uncover the explosive growth and game-changing potential of energy storage in the race towards a sustainable power grid

Meet Sylvia Leyva Martinez: the new host of Interchange Recharged podcast

• 04 3月 2025

Learn about Sylvia's path into solar energy, the challenges she’s overcome and what she’s bringing to the podcast.

Power Market Fundamentals

Our power solutions combine multi-commodity data, proprietary cost intelligence, asset-level data, unique geospatial capabilities, and market fundamentals to help discover new opportunities while assessing risk.

The Trump administration remakes US environmental approvals

• 21 2月 2025

Discover how Trump's new environmental policies could reshape energy infrastructure and accelerate project approvals across the US.

Renewable Technologies

Our product suite gives you the deep insight and analytics you need to anticipate shifts in solar, wind and energy storage supply chains.

What needs to happen to strengthen climate resilience in the US?

• 11 2月 2025

How can the US prepare for wildfires, extreme heat and energy challenges in a warming world?

What do President Trump’s tariffs mean for energy?

• 18 2月 2025

How will Trump’s latest tariffs impact US energy, trade and climate goals?

Record-breaking 1.7 GW of US community solar installed in 2024

• 19 2月 2025

The US community solar market installed a record-breaking 1.7 GWdc of capacity in 2024, a 35% increase from 2023, according to a new report released by Wood Mackenzie in collaboration with the Coalition for Community Solar Access (CCSA). However, with policy uncertainty at both national and state levels, long-term growth hangs in the balance.

Wind: predictions for 2025

• 27 1月 2025

Analysis of the key themes to watch for offshore and onshore wind globally, including the impact of Trump's re-election, Chinese OEM ambitions, tender volumes, supply chain issues, technological innovation, government targets, competition, M&A, costs and risks.

The power to transform

• 28 1月 2025

Can the US sustainable energy industry build on a robust 2024 and navigate short-term uncertainty to accelerate the energy transition? Discover the unique investment opportunities shaping the market in our new partnered report with CRC-IB.