Wood Mackenzie (@woodmackenzie) 's Twitter Profile
Wood Mackenzie

@woodmackenzie

Wood Mackenzie is the leading global data and analytics solutions provider for the energy transition.

ID: 316383161

linkhttps://www.woodmac.com/ calendar_today13-06-2011 11:10:42

18,18K Tweet

50,50K Followers

987 Following

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Through the first half of summer, we are seeing the US natural gas market actualise just as we forecasted back in March, yet the market was surprised by the large storage injections in May and June - despite falling prices and tightening supply balances. In his latest analysis,

Through the first half of summer, we are seeing the US natural gas market actualise just as we forecasted back in March, yet the market was surprised by the large storage injections in May and June - despite falling prices and tightening supply balances.

In his latest analysis,
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The US power sector faces an unprecedented supply chain crisis as AI-driven data centre demand collides with decades of underinvestment in electricity infrastructure.    Our analysis reveals that supply chain constraints, not just regulatory hurdles, now pose the greatest threat

The US power sector faces an unprecedented supply chain crisis as AI-driven data centre demand collides with decades of underinvestment in electricity infrastructure.
  
Our analysis reveals that supply chain constraints, not just regulatory hurdles, now pose the greatest threat
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Which energy transition technologies are having the most transformational impact right now – and which regions are leading the pack on technological supremacy? Find out in the 2025 edition of our New Technologies Outlook. okt.to/60SRM8

Which energy transition technologies are having the most transformational impact right now – and which regions are leading the pack on technological supremacy? Find out in the 2025 edition of our New Technologies Outlook. okt.to/60SRM8
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Wood Mackenzie cuts global growth forecasts to 2.4% for 2025 (from 2.8%) as escalating trade tensions hit industrial production hardest. Key impacts:  • Asian economies face highest vulnerability - China's GDP growth trimmed to 4.3% • US effective tariff rates expected to

Wood Mackenzie cuts global growth forecasts to 2.4% for 2025 (from 2.8%) as escalating trade tensions hit industrial production hardest.

Key impacts: 
• Asian economies face highest vulnerability - China's GDP growth trimmed to 4.3% 
• US effective tariff rates expected to
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New York's grid operator issues Thunderstorm Alerts (TSAs) when lightning threatens transmission infrastructure - a legacy of the infamous 1977 NYC blackout. These alerts, triggered by 30+ lightning strikes in 30 minutes, create predictable market volatility that informed traders

New York's grid operator issues Thunderstorm Alerts (TSAs) when lightning threatens transmission infrastructure - a legacy of the infamous 1977 NYC blackout. These alerts, triggered by 30+ lightning strikes in 30 minutes, create predictable market volatility that informed traders
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💡 As the US ramps up tariffs, commodity markets are being reshaped by geopolitics. From feedstocks to finished goods, every link in the energy value chain is feeling the impact. But how do you make sense of these interconnected impacts across such a complex global system? In

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US gas is booming - but oil? Not so much. AI data centres and LNG exports are powering demand, while drilling rigs shift away from crude. Also in Energy Pulse: - The Trump administration aims to remove the basis of climate regulations - Can the EU meet its agreed goal for

US gas is booming - but oil? Not so much.

AI data centres and LNG exports are powering demand, while drilling rigs shift away from crude.

Also in Energy Pulse:

- The Trump administration aims to remove the basis of climate regulations
- Can the EU meet its agreed goal for
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The mining industry is facing tough challenges. Join Glencore Technology's webinar to discover proven solutions for processing lower-grade ores, improving efficiency, and reducing environmental impact. Register for the webinar to find out more. okt.to/kLcabo

The mining industry is facing tough challenges. Join <a href="/GlencoreTech/">Glencore Technology</a>'s webinar to discover proven solutions for processing lower-grade ores, improving efficiency, and reducing environmental impact. Register for the webinar to find out more. okt.to/kLcabo
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Coal power phaseout is a cornerstone of decarbonisation plans for almost all major economies. But many power generators around the world have been extending the lives of coal plants or increasing utilisation rather than reducing it. Find out why – and what it means for climate

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The US fertilizer market has undergone a dramatic shift over the past decade, with Russia emerging as a dominant supplier. Here's what our data reveals:   Key statistics:  🔷Waterborne urea imports from Russia: Jumped from ~415,000 MT in 2016 (10th largest supplier) to nearly 1.2

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Our latest report, 'Mexican gas and power market loses steam: Is a rebound in sight?', offers an in-depth analysis of current trends, infrastructure developments, and weather impacts driving Mexico’s energy landscape. Get your free copy here: okt.to/T5aRg4

Our latest report, 'Mexican gas and power market loses steam: Is a rebound in sight?', offers an in-depth analysis of current trends, infrastructure developments, and weather impacts driving Mexico’s energy landscape. Get your free copy here: okt.to/T5aRg4
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Is coal’s decline stalling? Our experts will unpack why coal is sticking around and what it means for the path to net zero in our upcoming Horizons Live: Staying power. 13th August 2025 - register now to join the live debate and Q&A: okt.to/Lv2j7H

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The maritime industry carries 90% of global trade but faces one of the toughest decarbonisation challenges ahead. Our latest analysis reveals the scale of transformation needed to achieve net-zero shipping by 2050. 🔷 Alternative fuel viability and timelines 🔷Global port

The maritime industry carries 90% of global trade but faces one of the toughest decarbonisation challenges ahead. Our latest analysis reveals the scale of transformation needed to achieve net-zero shipping by 2050.

🔷 Alternative fuel viability and timelines
🔷Global port
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Hear insights from industry leaders at Entergy, The Carlyle Group, Frontier Infrastructure Holdings, and Wood Mackenzie as they explore #CCUS in #power, #AI, and #datacenters at our Carbon Capture Utilization & Storage Conference this October. Key topics include: ▪️ How are

Hear insights from industry leaders at Entergy, The Carlyle Group, Frontier Infrastructure Holdings, and Wood Mackenzie as they explore #CCUS in #power, #AI, and #datacenters at our Carbon Capture Utilization &amp; Storage Conference this October.

Key topics include:
 ▪️ How are
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Is LNG really worse than coal? Fraser Carson, Principal Analyst, sets the record straight at Gastech 2025.   Join him on Wednesday 10 September at the Commercial Theatre as he presents a fact-based comparison of LNG and coal emissions, highlighting: 🔹 Combustion vs. methane

Is LNG really worse than coal?

Fraser Carson, Principal Analyst, sets the record straight at Gastech 2025.
 
Join him on Wednesday 10 September at the Commercial Theatre as he presents a fact-based comparison of LNG and coal emissions, highlighting:
 🔹 Combustion vs. methane
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This week's chart comes from our latest Horizons report: ‘Staying power – How new energy realities risk extending coal's sunset’, by Anthony (Tony) Knutson and David Noël 🇪🇺 Brown. It shows global coal demand, actual and projected, to 2050 in Wood Mackenzie's base case forecast. You

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Enterprise has brought its new Neches River terminal online in Orange County, Texas. The facility sits strategically alongside Enterprise's Beaumont East Refined Products Terminal. This export terminal will be developed in two phases, with phase one now operational. Phase one

Enterprise has brought its new Neches River terminal online in Orange County, Texas. The facility sits strategically alongside Enterprise's Beaumont East Refined Products Terminal. This export terminal will be developed in two phases, with phase one now operational.

Phase one
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Our base case forecasts peak coal in 2026. But market conditions, including surging power demand growth and energy security concerns, risk a five-year delay. Read this month’s #WMHorizons for our assessment of the significant implications for: 🔹Wind, solar, energy storage and

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Coal’s comeback? Despite net zero goals, coal’s grip on global power may be tightening. Join our upcoming Horizons Live as our expert panel will explore what’s fueling its staying power and what it means for the future of energy. 13th August 2025 - live expert panel and

Coal’s comeback?

Despite net zero goals, coal’s grip on global power may be tightening. Join our upcoming Horizons Live as our expert panel will explore what’s fueling its staying power and what it means for the future of energy.

13th August 2025 - live expert panel and
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Remember when lithium hit US$80,000/t in late 2022? Fast forward to today and prices have fallen to around US$10,000/t - even dipping below US$9,000/t in June. What's driving this dramatic reversal?  - Supply growth is massively outpacing demand - Chinese production has ramped

Remember when lithium hit US$80,000/t in late 2022? Fast forward to today and prices have fallen to around US$10,000/t - even dipping below US$9,000/t in June.

What's driving this dramatic reversal? 
- Supply growth is massively outpacing demand 
- Chinese production has ramped