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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Near-term impacts are muted as projects rush to meet tax credit deadlines
How will markets for CCUS, carbon offsets and removals develop over the long term?
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
We’ve crunched the data to see if the firm can deliver on its ambitious targets for integrated power
A deep dive into the interconnection queue and new resource behaviour in ERCOT exposes potential trading opportunities
Rapid growth in these often-massive facilities is having a major impact on the evolving US and global tech and energy landscape
Chinese policy pivots and supply cuts mean developers will pay more to procure equipment from Q4 2025
Exploring the drivers behind the electric T&D equipment shortage - and the path to restoring balance
Persistent tariffs, equipment shortages and shifting trade policies are straining the US power sector’s ability to deliver new capacity
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
Key takeaways for power traders
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Analysing levelised cost of electricity (LCOE) developments in 2025 and beyond
Can the power sector cope in the face of an unprecedented rise in global demand?
Our experts break down the biggest learnings from Wood Mackenzie's recent Hydrogen Conference, which took place 12-13th November in London this year
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
The path to affordable wind energy runs through sustainable supply chain margins, not around them
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
Fuel dependence is redrawing the global power landscape, exposing import-reliant markets to acute cost and reliability risks while insulating domestically resourced systems
Geopolitical disruption stalls emerging manufacturing hubs, tightening global solar supply chains and reversing cost deflation trends
Carbon, CCUS and the conflict?
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