Build the right capacity
in the right place, at the right time
Navigate unprecedented demand growth, energy security pressures and supply chain disruption with integrated power market intelligence
The power sector is facing its most complex planning challenge in decades
Demand is growing again after years of stagnation, driven by data centres, industrial electrification and electric vehicles. At the same time, utilities and developers must maintain reliability, accelerate infrastructure deployment, manage rising costs and respond to growing regulatory scrutiny.
Adding further complexity, geopolitical disruption has introduced new uncertainty across fuel markets, LNG trade flows, equipment supply chains and project economics.
Why you need a connected view of the power sector
When demand uncertainty, energy security concerns, supply chain disruption and regulatory scrutiny are all increasing, connected intelligence becomes a competitive advantage.
Large-load demand from data centres, industrial electrification and electric vehicles is reshaping power markets worldwide. But not every announced project will be built, and not every load forecast will become reality.
Utilities and developers need a granular understanding of which projects are genuinely likely to materialise, where load growth will actually emerge, and how those changes will affect future power systems. Without that visibility, organisations risk investing in capacity ahead of demand, misallocating capital and building plans on assumptions that never hold.
Interconnection queues continue to grow. Equipment lead times remain elevated. Transmission upgrades are becoming more complex and more expensive.
At the same time, tariffs, trade disputes and geopolitical tensions are introducing new uncertainty across critical equipment markets. Understanding future equipment availability, procurement risks and project cost pressures has become just as important as understanding power market fundamentals.
Whether securing regulatory approval, justifying capital programmes, attracting investment or managing ratepayer expectations, decision-makers increasingly need evidence that every capacity decision is grounded in robust, independent analysis.
That requires more than market forecasts. It requires a connected understanding of demand, generation economics, fuel markets, infrastructure constraints and supply chain realities - backed by data that is fully transparent and auditable.
While many providers specialise in individual areas of the market, power sector decisions increasingly depend on understanding the connections between them.
Wood Mackenzie combines:
- Power market intelligence
- Gas and LNG market expertise
- Renewable technology analysis
- Supply chain and cost forecasting
- Asset-level intelligence
- Geopolitical and policy insight
This integrated approach provides a more complete view of the risks and opportunities shaping today's power markets.
Wood Mackenzie helps utilities, independent power producers and developers make decisions with confidence
Our integrated intelligence platform combines power market fundamentals, renewable technology economics, gas and LNG market intelligence, and supply chain analytics into a connected view of the factors shaping the future energy system.
11x
More data points per hour than public European power sources
5-10 min
Lead over SCED in North American power markets
1,400+
Mining assets tracked with weekly updates
2yr-30yr
Structural outlook horizon across gas, LNG, and metals
Wood Mackenzie brings together the intelligence needed to answer the industry's most critical questions:
- Where is demand most likely to materialise?
- What generation mix will deliver reliability and affordability?
- How will gas and LNG markets influence power economics?
- Where are interconnection and infrastructure constraints likely to emerge?
- How will supply chain disruption affect project timelines and costs?
- Which technologies and markets offer the strongest long-term returns?
By connecting these insights within a single analytical framework, organisations can move beyond siloed planning and make faster, more confident decisions.
Built for every team
Build long-term capacity strategies on demand forecasts and generation mix analysis that reflect where markets are actually heading - not where they were last year. Lens Power & Renewables gives you granular, transparent market intelligence that adapts as conditions change, so every strategic call you make is grounded in current data and defensible to the stakeholders who depend on it.
See how every asset in your portfolio stacks up against a shifting market backdrop, and identify where to hold, rebalance or invest before the window moves. With competitor pipeline visibility and node-level price analysis built in, you have the independent market intelligence to keep your portfolio positioned and your reporting consistent as its size and complexity grows.
Evaluate acquisition targets, compare development pipelines and defend valuations with price forecasts and demand data that hold up in commercial negotiations. Lens Power & Renewables connects long-term market intelligence with policy and competitor analysis, so you can move with confidence on the right opportunities and build the evidence that closes deals faster.
Access raw, normalised datasets (not just charts) and blend pricing, project metadata and policy inputs directly into your own financial models. Lens Power & Renewables gives you the transparent, auditable price curves and revenue analysis you need to build cases that stand up to board-level and investor scrutiny, without the manual effort of reconciling multiple data sources.
Track equipment pricing, lead times and tariff exposure across your full procurement pipeline, and see how supply chain pressures translate into project cost and delivery risk before they become problems. Supply Chain & Cost Intelligence gives you the visibility to act ahead of bottlenecks and the defensible data to justify every sourcing and procurement decision to leadership.
Solutions that help you see the bigger picture
Together, they close the gap between market intelligence and investment confidence.
Lens Power & Renewables
Build every capacity decision on a detailed understanding of how power markets are evolving. Lens Power & Renewables provides long-term demand, generation, pricing and market intelligence to help organisations identify where growth is most likely to occur and how power systems will evolve over time.
Lens Gas & LNG
Power economics do not exist in isolation from fuel markets. Lens Gas & LNG adds the gas and LNG intelligence layer that shapes generation dispatch, cost exposure and portfolio resilience - extending the market view you build in Lens Power & Renewables.
Supply Chain & Cost Intelligence
Complete the picture. Market intelligence only creates value if your projects can be delivered. Supply Chain & Cost Intelligence connects equipment lead times, tariff exposure and procurement risk directly to your market analysis, so your investment decisions are grounded from first principle to final delivery.
50 years of energy market leadership and trusted independence.
5000+
Proprietary sensors across pipelines, power plants, LNG terminals, and storage hubs
100M
Data points generated daily
Sub-5 min
Read frequency - independent of any filing or reporting channel
900+
Gas pipeline updates per day across 22,000+ locations
Make your next capacity decision with confidence
Whether you're planning generation investments, evaluating development opportunities, managing fuel exposure or navigating infrastructure constraints. Speak with our team to learn how our Lens solutions can help you navigate the future of power markets with confidence.
For details on how your data is used and stored, see our Privacy Notice.
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FAQs
Find out how Wood Mackenzie's interconnected view can help you make faster, more defensible decisions.
Wood Mackenzie provides both. Through Lens, you can access raw, normalised datasets alongside model outputs, forecasts and interactive visualisations — all within a single platform. The underlying data is fully transparent and auditable, so you can interrogate assumptions, build your own models and produce analysis that is defensible to regulators, investors and boards. This is not a static report service — it is a live intelligence platform designed for teams that need to work directly with data.
Update frequency varies by dataset, but Lens is designed to reflect market conditions as they evolve rather than at fixed publication intervals. Power market forecasts and fundamentals are updated on a regular cycle, while certain data streams — including gas pipeline flows and supply chain pricing — are updated in near real time. Our data collection infrastructure generates over 100 million data points daily, giving you a continuously refreshed view of the markets that matter to your decisions.
Forecasting large-load demand materialisation requires more than aggregating announced projects. Lens Power & Renewables applies a project-level assessment methodology that evaluates the likelihood of individual data centre, industrial and electrification projects reaching operation — accounting for interconnection queue position, site-level constraints, financing conditions and policy context. This granular approach means you are not planning against a headline number that may never arrive, but against a realistic view of where and when load will actually connect to the grid.
Yes. Lens Power & Renewables includes detailed interconnection and transmission constraint analysis, allowing you to evaluate where queue congestion is most acute, how infrastructure bottlenecks will affect project timelines, and which regions face the greatest risk of curtailment or delayed connection. This intelligence can be used to inform siting decisions, development sequencing and long-term capacity planning
Wood Mackenzie's Supply Chain & Cost Intelligence solution monitors equipment pricing, lead times, tariff exposure and supplier dynamics across the full clean energy supply chain — covering solar modules, wind turbines, battery storage, transformers and grid equipment. The platform is updated continuously, giving procurement and development teams a forward-looking view of bottlenecks and cost pressures before they affect project delivery. Unlike point-in-time reports, this is an ongoing intelligence capability embedded directly into your planning workflow.
For IPPs, generation economics depend on the interaction between power prices, fuel costs and system dispatch dynamics. A view of the power market alone is insufficient — gas price movements, LNG supply disruptions and infrastructure constraints all directly affect the revenue and cost profile of generation assets. Lens Gas & LNG and Lens Power & Renewables are designed to be used together, giving IPPs a connected view of how fuel market developments flow through to power market outcomes and asset-level economics. This is the kind of integrated intelligence that generic data providers and single-market specialists cannot replicate.
Yes. Lens Power & Renewables supports analysis of storage and co-location economics, including the assessment of wholesale price and revenue stack opportunities for battery assets operating alongside generation. As storage plays an increasingly important role in system reliability and energy security, our platform helps developers and utilities evaluate where battery investment is most economically justified — taking into account power price forecasts, ancillary service markets and the broader generation mix. Supply Chain & Cost Intelligence can also be used to assess battery equipment cost trajectories and procurement risk, giving you an end-to-end view of storage investment decisions.