Wood Mackenzie

Hitachi Energy
Transform the Physical Energy System to Unleash its Digital Transition
The digital world may be driving much of the growth in electricity demand, but physical limits are shaping how the industry responds. And few limits are more apparent than the shortage of transformers.
Wood Mackenzie
SEIA, WoodMac Chart Whiplash in U.S. Solar Industry
Nearly 40% fewer U.S. solar power projects reached completion in the fourth quarter than in the third quarter as developers pivoted to start new projects in time to qualify for tax credits.
Shutterstock
Will Batteries Remain a Clean Energy Bright Spot in 2026?
In 2026, utility-scale energy storage projects in the U.S. will face headwinds that could slow the pace of a technology that is fast becoming a global grid staple, warns columnist Dej Knuckey.
EIA
Reports Quantify Changes in U.S. Energy Storage Sector
New reports give a picture of a U.S. energy storage sector accelerating at an even faster rate in 2025 despite policy changes but facing a potential slowdown because of those same policy changes.
© RTO Insider
Livewire: Renewables Ready to Out-innovate, Outlast Trump
If the U.S. clean energy industry had to lose the federal incentives, it could not have happened at a better time, says columnist K Kaufmann.
SEIA
Report Quantifies Solar Deployment, Predicts Slowdown
A new report quantifies the buildout of solar power generation in 2025 and forecasts the slowdown expected to result from federal policy changes. 
Lawrence Berkley National Lab
New Data Show Queues Shrank in 2024 as Reforms Implemented
Two new data sets show the industry has started to cut back on record high interconnection queue levels from last year as reforms have started to take hold.
© RTO Insider LLC
Industry, Regulators Grapple with AI Demand at NARUC Policy Summit
Growing power demand from data centers dominated conversations at the NARUC Summer Policy Summit, where industry members and Trump administration officials advocated for the rapid addition of fossil fuel resources and infrastructure to meet load growth.
Clean Economy Tracker
Clean Energy Project Cancellations Accelerate in U.S.
Announced cancellations, closures and cutbacks in new manufacturing and clean energy projects in the first half of 2025 were valued at $22.1 billion by the business policy group E2.
Wood Mackenzie
ACP: Storage Set Installation Record for 2024
Storage set a new record of installations in 2024, but the forecasts for the rest of the decade are cloudy because of uncertainty around the future of tax credits and additional tariffs from President Trump.

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