Solar and battery storage accounted for 91% of all new US electricity-generating capacity in Q1 2026. Despite trade headwinds and policy uncertainty, the industry keeps building. Our Q2 US Solar Market Insight is out now: okt.to/jFDC0f

Policy frameworks, investment constraints and supply chain realities are converging to define the next phase of the hydrogen economy. As morning sessions continue at our Hydrogen Conference in London, the focus shifts to a more fundamental question: how early-stage hydrogen markets can transition from policy-supported ambition to bankable, scalable investment cases. Discussions are centred on the practical barriers shaping that transition, from project economics and offtake risk to the wider constraints emerging across global clean technology supply chains. These dynamics are increasingly interconnected. Decisions on manufacturing localisation, component availability and critical mineral exposure are now directly influencing hydrogen project timelines and cost structures, alongside broader low-carbon energy deployment. If you are not with us in London, explore our latest hydrogen insight with @National Grid: okt.to/WIsvLP

New product launch - European Biofuels Production Monitor 🚨 Europe's biofuels market is more volatile than ever. RED III policy shifts, feedstock scarcity and rising imports are reshaping supply - and a single outage in ARA can remove thousands of barrels per day from the market.   That’s why we’re excited to announce the launch of our European Biofuels Production Monitor.   Gain live, facility-level visibility across 4.1 million tonnes per year of HVO, FAME, and SAF capacity - covering ARA, Spain, and France, with new regions to be added soon across Europe.   Key capabilities include: 🔷Live plant status and rate changes as they happen 🔷Instant alerts on outages, restarts and feedstock issues 🔷API access that plugs directly into your trading systems and models Stay ahead of the market with unparalleled real-time intelligence across both US and European biodiesel and renewable diesel refinery operations.   Learn more about our Biofuels Production Monitor and speak with one of our experts today: okt.to/8zroPx #Biofuels #Europe #Production

Earlier this week, our clients were informed that satellite monitoring identified flaring activity at Sempra’s 3.25 MTPA Energía Costa Azul (ECA) LNG Phase 1 facility in Ensenada, Mexico. We have continued to monitor the situation closely. Read on: okt.to/vB97uF

Transmission build outs across major US power markets are accelerating, but many projects are still five to 10 years from completion. For data centre developers facing immediate AI driven demand growth, waiting for firm grid access may no longer be commercially viable. As a result, conditional interconnections, onsite generation and collocation strategies are moving rapidly from niche solutions to mainstream deployment models. In our upcoming Horizons Live, Wood Mackenzie experts will explore what this shift means for: - Grid reliability and system stability - Power market design and regulation - Infrastructure investment and asset valuations - The long term competitiveness of US AI development If AI is becoming a defining force in energy demand, how should markets adapt? Join us live to explore the risks and opportunities shaping the next phase of US power infrastructure development. Register now: okt.to/pciBOj

One US wind project can require 69 separate federal approvals, all signed by the same official. That is the kind of infrastructure bottleneck slowing clean energy, transmission and grid expansion across the US. New Energy Gang: okt.to/MTEw4G

The Iran war has caused the greatest energy supply shock in living memory. Our #WMHorizons special edition lays out three distinct scenarios for the end of the war and the reopening of the Strait of Hormuz and the implications of these for oil & gas supply, demand and prices.    The report explores:     - A new era of energy price volatility: resuming Gulf exports is unlikely to be smooth sailing.    - The push for energy independence: the prospect of a radical policy pivot for oil-importing countries.   - Molecules v electrons: aggressive electrification and the cleantech opportunity.      Uncertain times demand interconnected intelligence. Read on to understand what comes next: okt.to/tn2jab

With US grid development moving slower than AI ambitions, data centre companies face a fork in the road. Path one: wait up to a decade for the required massive generation and transmission build-out. Path two: pay a premium for microgrids of unprecedented scale and complexity, or accept conditional grid connections that risk supply interruption and service-level agreement violations.     With 90 GW  of collocated generation in US interconnection pipelines, it’s clear the need for speed has sent many down the second path. This month’s #WMHorizons sets out the risks and implications for developers and investors. Read the report now: okt.to/JN38Xv

How exposed are global energy markets if the Strait of Hormuz remains disrupted into 2026? A fragile ceasefire between the US and Iran has reduced immediate escalation risk, but uncertainty over a durable peace keeps the world’s most critical energy chokepoint at the centre of market risk. Almost 12 million b/d of crude flows and over 80 Mtpa of LNG supply remain affected, with implications that vary sharply depending on how quickly the Strait reopens. In our upcoming Horizons Live, we will explore three scenarios: Quick Peace, Summer Settlement and Extended Disruption, and what each means for oil, gas, LNG and global economic stability. We will examine: - How different reopening timelines reshape global supply and price trajectories - Where the greatest risks of demand destruction and recession emerge - Why LNG markets could face structural change depending on disruption length - What sustained volatility means for energy security and investment decisions Our experts will also take questions live from the audience, bringing real-time discussion into the analysis. Join us as we unpack the scenarios and what they signal for global energy markets. Register today. okt.to/8br7m1

Collocation is being positioned as the answer to America's grid bottleneck. The reality is more complicated. The US power sector is under pressure to keep pace with data centre development, and collocated generation could provide a solution. But as #WMHorizons shows, the costs, technical challenges and regulatory risks that must be mitigated are formidable. Read the full report here: okt.to/PbYODG

Argentina and Saudi Arabia have proved international shale can work at scale, given the right conditions. The Vaca Muerta and Jafurah projects together will absorb US$250 billion in future capex . So, where's the next big opportunity?  Our latest Horizons report ranks the top targets for global shale 2.0. Each has US shale similarities – if the commercial frameworks align: okt.to/cRz0lP

“Door one is humiliating. Door two is politically impossible.” @edwardfishman on why the US has no easy route to resolve the Strait of Hormuz crisis. Fewer than 25 ships per day are moving through the strait versus 170 in peacetime. Energy Gang: okt.to/fnDcEt

Energy Gang is live at @ACORE Finance Forum 2026 in New York. Renewable energy and finance leaders are debating where clean tech investment goes next and what is holding it back. Follow for upcoming coverage: okt.to/eWlI71

After years of declining upstream investment, Nigeria is getting serious about boosting domestic oil and gas production, with aspirations to almost double oil production to 3 million b/d by 2030.  This week’s edition of #TheEdge looks at the critical role Nigeria’s independent oil and gas producers will play, the scale of their ambition, and the obstacles. okt.to/rdjVCQ

US oil exports hit a record high as inventories fall by 24 million barrels in a week. Tighter supply is pushing fuel prices higher & exposing how global disruptions are hitting US consumers. Pressure could intensify. Read Energy Pulse for more. okt.to/ju3Qh5

UAE’s exit from OPEC is the biggest fracture in the group since 1960. As spare capacity rises and quota constraints fall away, the medium-term risk is a more fragmented supply system and greater pressure on oil price stability from 2027. Read more: okt.to/Xdl5a1

Today’s supply shock is shaping tomorrow’s energy strategy. Across the Americas, oil & gas investment is accelerating as countries prioritise domestic production & regional resilience. The result could be a more regionalised global energy system. okt.to/XJgwIY

US shale powered two decades of growth. Now it is slowing & there is no new Permian waiting in the wings. That is why international shale is back on the agenda. In our latest Horizons Live, we explore the six countries shaping Global Shale 2.0. Watch: okt.to/6237yp

UAE’s exit from OPEC is the biggest split since 1960. With rising spare capacity and no quota constraints, the balance of global oil supply could shift from 2027 and increase price risk if competition intensifies. Read more in The Edge: okt.to/6sjl8z

Global supply shocks are driving a new focus on regional energy security. From Venezuela to Alaska, investment in oil and gas is accelerating as countries strengthen domestic supply. A long term shift is underway. Read more: okt.to/w3KxE0