US Q1 wind installations increase 91% YOY, but uncertain regulatory environment stalls turbine orders

• 28 July 2025

The Q1 U.S. wind market exceeded 2024’s pace, more than doubling activity with 2.1 gigawatts (GW) of installations—but regulatory uncertainty led to a significant pullback in wind turbine orders, according to the U.S. Wind Energy Monitor report released today by Wood Mackenzie and the American Clean Power Association (ACP).

Tesla remains the top global producer of battery energy storage systems in 2024, but Sungrow narrows the gap

• 07 August 2025

Tesla retained its top spot for the second year-in-a-row as lead producer in the battery energy storage system (BESS) integrator market with a 15% market share in 2024, according to Wood Mackenzie’s Global battery energy storage system integrator ranking 2025 report.

US grid interconnection agreements increase 33% in 2024

• 28 August 2025

US grid interconnection agreements reached historic highs in 2024, surging 33% to 75 GW—the highest volume on record.

The coming US low-carbon energy boom

• 27 January 2023

The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.

Despite surging power demand, gas-fired power faces manufacturing constraints that could limit near-term growth

• 14 May 2025

A new report from Wood Mackenzie finds that despite surging power demand, the gas turbine market could experience "turbo lag" in the next 15 years due to manufacturing constraints, rising costs, and competition from renewables.

In 2025, Up to 3.5 Mcmd in play as spot gas market challenges firm contracts in Brazil

• 30 April 2025

Brazil's Local Distribution Company (LDC) market dynamics are set for significant changes in 2025, with a notable shift towards spot market transactions, according to a recent report from Wood Mackenzie.

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

• 23 April 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."

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

• 19 February 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.

Chinese OEMs sweep the global wind podium for the first time

• 14 March 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.

Electric vehicle adoption to slow in US with recent Executive Orders

• 29 January 2025

Recent executive orders in the United States could have profound implications on electric vehicles (EV), slowing down the pace of adoption, according to a recent report from Wood Mackenzie. According to the report, “Trump’s executive orders unsettle electric vehicle and battery markets” policy changes have impacted the EV, battery, and raw material markets in the US and globally. The wide-ranging changes will affect everything from subsidies for consumers to funding for EV charging stations, as well as trade tariffs on imported raw materials.

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

• 13 March 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.

Solar and storage costs are set to increase 9% in Q4 2025 as Chinese policy shifts end an era of low equipment prices

• 02 October 2025

Solar and storage developers face a sharp increase in equipment procurement costs from Q4 2025 onwards due to Chinese government policy changes and supply-side production cuts, which are bringing an end to the era of low prices that have characterized the market for the past 18 months, according to a new report from Wood Mackenzie.

Unveiling the impact of wind and solar variability on European power

• 29 June 2023

In the long term, flexible assets will play a critical role in mitigating the impacts of renewable power.

Middle East conflict to have limited near-term impact on Southeast Asia power markets, but raises long-term energy security risks

• 24 March 2026

Southeast Asia’s power markets are showing resilience to the ongoing Middle East conflict, but the crisis is reinforcing energy security as a central pillar of long-term power planning across the region. While regulated pricing and long-term LNG contracts are expected to shield most markets from severe near-term price shocks, the disruption is likely to accelerate a reassessment of generation strategies, according to the latest analysis from Wood Mackenzie.

Virtual power plant capacity expands 13.7% year-over-year to reach 37.5 GW, according to Wood Mackenzie

• 17 September 2025

The virtual power plant (VPP) market grew rapidly over the last year, reaching 37.5 GW of behind-the-meter flexible capacity, according to a new report from Wood Mackenzie.

US energy dominance faces long-term challenges

• 17 April 2025

While the United States currently dominates global oil and gas production, it faces significant challenges to maintaining the same level of leadership in the coming decades, according to the latest Horizons report from Wood Mackenzie.

European renewable PPA market sees 19GW of new capacity contracted in 2024

• 15 April 2025

The European renewable energy Power Purchase Agreement (PPA) market demonstrated strong recovery in 2024, with nearly 19 gigawatts (GW) of new capacity contracted, according to the latest Europe Renewables PPA Tracker report released by Wood Mackenzie. The report highlights a surge in PPA activity, with Spain and Germany leading the market, accounting for 30% of total capacity. Solar PV and wind projects represented approximately 80% of contracted capacity, with each technology contributing similar volumes. Poland, the UK and Greece entered the top five across all deal types (corporate, route-to-market and utility).

US V2X installed capacity to double to 40 MW in 2025

• 27 March 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.

US wind market installations hit a decade low

• 08 April 2025

The U.S. wind market continued a downward trend in 2024, with 5.2 gigawatts (GW) of total installations, the lowest in 10 years, according to the U.S. Wind Energy Monitor report released by Wood Mackenzie. The report shows that 3.9 GW of onshore builds came online last year, along with 1.3 GW of onshore repowers and 101 megawatts (MW) of installed offshore capacity.

Lens platform: Lens Energy Storage

• 25 February 2025

Stay abreast of the latest market trends and developments with Lens Energy Storage. Our product delivers insights on the unique commercial and technological opportunities driving demand for battery energy storage.

2025 U.S. energy storage installations set new record, surpass 2024 by 52%

• 24 March 2026

The U.S. energy storage market hit a record 18.9 gigawatts of battery energy storage system installations in 2025, a 52% increase over 2024, according to the latest U.S. Energy Storage Monitor report.

Powering the next economy: investment surge or cost surge?

• 18 March 2026

Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?

Brazil power market to install 115 GW of new capacity by 2034

• 14 August 2024

The Brazilian power market is expected to install 115 gigawatts (GW) of new capacity by 2034, primarily driven by the rise of free market demand. Wind and solar energy will spearhead growth, with 61 GW of utility and distributed solar and 24 GW of onshore wind projects due to be added in the next 10 years.

AI狂潮下的电力危机：中美数据中心"抢电大战"全解析

• 24 September 2025

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扩张还是坚守？解读未来十年全球风电整机商市场新格局

• 25 August 2025

Read the English version Read the Japanese version (日本語) 伍德麦肯兹最新发布研究报告Global Wind Turbine OEMs Market Share Forecast 2025（《全球风电整机商市场份额预测报告2025》），揭示了全球风电行业正经历着根本性变革。中国整机商在受益于国内强劲需求的同时，也在积极拓展国际市场机遇。 报告预测，2025-2034年期间，中国风电市场新增并网装机将达1TW，占全球风电新增并网装机总量的三分之二。与之相对，西方整机商凭借既有的合作关系、对于能源安全方面的考量以及保护主义政策的支撑，在成...

美国光伏市场研究

U.S. Solar Market Insight™（美国光伏市场研究）由Solar Energy Industries Association® (SEIA®)与Wood Mackenzie电力与可再生能源事业部联合撰写，以季度报告与年度报告的形式发布深入光伏市场的研究分析与预测