Matthew Boyda

Oil prices rise despite IEA reserves release | Wood Mackenzie Disruption in the Strait of Hormuz has slashed daily vessel traffic and is driving volatility across global energy markets. Wood Mackenzie examines the implications for oil prices, supply chains and t...

⚡ Hormuz vessel traffic: 150+ ships/day → a handful. IEA releases record reserves. Prices climb anyway.

For commodity traders, this is a live volatility event. The strait is the only real solution.
www.woodmac.com/blogs/energy...

US distributed solar installers, developers and equipment suppliers navigate unprecedented change in 2025 Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market

☀️ US distributed solar dipped 5% in 2025 — but commercial hit a record high while community solar fell off a cliff. Tariffs + policy whiplash are reshuffling the deck. See who came out on top → www.woodmac.com/news/opinion...

Oil could $120-$130: Analyst says each day of Iran war adds to oil's upside risk Joshua Ngu, Vice President for Asia Pacific at Wood Mackenzie, says concerns around gas supplies are more pressing than crude oil supply, with gas prices proving more sensitive. He adds that OPEC's la...

Hormuz tensions aren't a short-term blip — they're reshaping global oil risk sentiment. 🛢️ Joshua Ngu on @cnbc.com: why $120–$130 oil is on the table and what traders need to watch now. www.cnbc.com/video/2026/0...

The Middle East conflict: fundamental power market analysis for Germany Key takeaways for power traders

⚡ Hormuz disruptions. TTF above oil parity. Germany's power market in flux.

Historical patterns fail in extreme volatility — fundamental models don't.

See the full scenario analysis 👇
www.woodmac.com/news/opinion...

Webinar - Middle East Expert analysis of Middle East conflict driving market pricing. 16 March 2026.

⚡ Iran conflict. $100 oil. LNG squeeze. European power volatility.

The supply risk is real — and it's moving markets now. Catch our analysts live this Sunday.

📅 Mar 16 | 2pm GMT
🔗 go.woodmac.com/l/131501/202...

LNG Short-term Track the global LNG market with real-time monitoring of assets and weekly and monthly forecasting

🛢️ Hormuz is closed. One-fifth of global crude supply just lost its exit route.

Saudi -1,485 kb/d. Iraq -1,248. Kuwait -520. UAE -490.
Satellite data is tracking the drawdown in real time.

go.woodmac.com/l/131501/202...

Energy Gang: Instant Insights - YouTube Can't watch the full episode? Get the insight anyway. Expert analysis in under 3 minutes on what's moving energy markets: AI demand, grid crises, policy chan...

⚡ AI infrastructure demand is outpacing US grid capacity. Energy leaders at ACORE are calling it existential.
Bipartisan action may finally unlock investment. 🎙️ New Instant Insight 👇
youtube.com/playlist?lis...

LNG Short-term Track the global LNG market with real-time monitoring of assets and weekly and monthly forecasting

⚡ 19% of global LNG exports disrupted. Spot prices above $20/MMBtu.

Our satellite tool detected active heat signals at Qatargas & ADNOC trains post-Force Majeure.

Not fully offline. Recovery timelines are live intelligence right now 👇
go.woodmac.com/l/131501/202...

Data center power crisis: who pays for AI’s energy? | Interchange Recharged YouTube video by Wood Mackenzie

The grid was built for 0% load growth. AI just handed it 3%.
60 GW of new generation. Permitting backlogs. Supply chains stretched thin. Public power is eating the elephant one bite at a time. 🐘⚡
youtu.be/ynC1uSOvSHs?...

What growing demand and large-load dynamics mean for US gas and power 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

⚡ Forget weather & fuel costs — hyperscale data centers are the new power price volatility driver.

Our Houston Trading Conference broke down exactly how. Download the slides 👇
go.woodmac.com/l/131501/202...

Strait of Hormuz crisis: global energy at breaking point | Energy Gang YouTube video by Wood Mackenzie

🛢️ Hormuz just went from 175 ships/day to 10-12.
That's 15% of global crude & 20% of LNG supply disrupted — RIGHT NOW.

Drone warfare rewrote the rules. Insurance markets collapsed. And this may actually accelerate the energy transition.
▶️ youtu.be/TG7gcliyDzE?...

US Solar Market Insight | Solar Service | Wood Mackenzie Leverage Your Solar Potential with our North America "US" Utility Solar Services expertise for Reliable in-depth analysis of the nation's largest solar market.

☀️ Solar took 54% of new US grid capacity in 2025. By 2036, that number nearly triples. Data centre demand is driving it. The 10-year outlook you need 👉 bit.ly/3Nc7VvE

☀️ Energy resilience isn't abstract — it's a 20.7 kW solar system keeping a domestic violence shelter in Puerto Rico safe during outages. @woodmac.com 5th volunteer cohort made it real. Proud of this one. 🙏

Welcome! You are invited to join a webinar: Middle East conflict: understanding the impact on energy markets. After registering, you will receive a confirmation email about joining the webinar. The energy landscape is at a critical inflection point with the ongoing Middle East conflict, with the Strait of Hormuz facing intermittent disruptions and approximately 20% of global oil and LNG flow...

🛢️ Supply routes. Price volatility. Geopolitical risk. Oil & LNG markets are at an inflection point. Our Chairman Simon Flowers joins global experts to map what's next. zoom.us/webinar/regi...

Guarantees of Origin: European prices set to remain moderate medium term The global leader in commercial intelligence for the energy, metals and mining industries, providing objective analysis and advice on assets, companies and markets.

⚡ Renewable capacity is surging across Europe — but GoO value uncertainty & PPA complexity are real. Bottom-up modelling across 15 power markets changes how you see the opportunity. go.woodmac.com/l/131501/202...

Energy Gang: Instant Insights - YouTube Can't watch the full episode? Get the insight anyway. Expert analysis in under 3 minutes on what's moving energy markets: AI demand, grid crises, policy chan...

AI infrastructure demand is outpacing US grid capacity. Energy leaders call it an existential threat to national competitiveness.

Bipartisan policy is shifting. Here's what it means.

youtube.com/playlist?lis...

Intelligence Connected | Energy Insights Unlock energy data solutions for an interconnected world with Wood Mackenzie – powered by AI and human expertise to deliver long-term strategic insights.

Behind every forecast and market call are brilliant people connecting dots others miss.

This International Women's Day, meet the Wood Mackenzie women powering our energy intelligence.

www.woodmac.com/intelligence...

Iran conflict a test of US energy supply response | Wood Mackenzie Rising tensions in the Gulf are testing the limits of US “energy independence”. With disruptions to oil and LNG flows, how much can American production really stabilise global markets?

US energy independence is being stress-tested right now.

Record production doesn't mean rapid supply response. LNG export limits and shale lag are real. Here's what it means for oil and gas markets.

www.woodmac.com/blogs/energy...

War is once again reshaping gas and LNG | Wood Mackenzie War in the Middle East is disrupting global gas and LNG markets, removing ~20% of supply and sending prices soaring. Our experts examine how the crisis could reshape LNG trade, energy policy and suppl...

20% of global LNG supply just disappeared overnight. Hormuz closed. Ras Laffan under force majeure.

Will this finally break confidence in gas as a reliable fuel? We explore what comes next.

www.woodmac.com/blogs/the-ed...

Lens Data Center and Data Campus Map Track where large-load demand from data centres and campuses is being placed on the grid in regions including North America, Europe and APAC. See how to secure reliable supply, analyse procurement and...

Power demand was flat for 15 years. Now it's surging 3% annually through 2030.

40% of facilities face constraints by 2027. See the grid capacity, costs, and risks before you invest.

bit.ly/4tWuEwq

North America gas: 4 things to look for in 2026 | Wood Mackenzie Explore four key themes shaping the North American gas market in 2026, including LNG expansion, data center demand, production trends and infrastructure reform. Download the complimentary Wood Mackenz...

North American gas in 2026: LNG investment, data centre load growth, production outlook, infrastructure constraints.

Four themes. Real basis spread implications. Complimentary analysis here.

www.woodmac.com/news/opinion...

Global wind turbine order intake reached 215 GW in 2025, the second highest ever Global wind turbine firm order intake reached 215 (Gigawatts) GW in 2025, the second-highest annual total on record, according to the latest analysis from Wood Mackenzie. While total volume fell 8% ye...

Wind turbine orders hit 215 GW in 2025. Chinese manufacturers tripled overseas orders. Germany doubled permits overnight.

The supply surge is real. The power market price impact is coming.

bit.ly/4ccy7AH

Virtual power plants: the grid solution hiding in plain sight | Energy Gang YouTube video by Wood Mackenzie

PJM cleared its capacity auction at the cap with a 7 GW shortfall. Meanwhile 37.5 GW of VPP capacity sits excluded from markets.

The technology works. Market design doesn't.

youtu.be/4zwQHQO5sq0?...

Coal retires. Spinning inertia disappears. Europe's grid stability gap hits 180 GW by 2034.

Grid-forming batteries add 3% to project costs but unlock entirely new revenue streams. That's the trade.

power-and-renewables.woodmac.com/reportaction...

Webinar on demand - Middle East conflict and implications for oil and LNG prices Expert analysis of Middle East conflict driving market pricing. 2 March 2026.

Iran strike. Hormuz risk. Markets repricing fast.

Don't trade the headlines. Understand the mechanics. Our on-demand briefing covers volumes at risk, price scenarios, and corporate strategy implications.

go.woodmac.com/l/131501/202...

Iran war is upending gas markets The disruption to LNG flows has sparked concerns about supply to the key regional customers of Europe and Asia

The Iran conflict isn't just an oil story. It's a gas market shock waiting to happen.

~20% of global LNG moves through the Strait of Hormuz. WoodMac's take is in the Financial Times.

www.ft.com/content/8a9f...

Southeast Asian data-centre power demand is set to explode Quadrupling demand, rising costs and mounting emissions challenges redefine the region’s data-centre landscape

Data centres will drive up to 10% of Southeast Asia's power demand growth over the next decade.

Grid costs quadrupling. Renewables lagging. Six markets under serious capacity pressure.

bit.ly/4aT9RRA

Middle East conflict set to drive oil and LNG prices significantly higher | Wood Mackenzie The US/Israeli strike on Iran's leadership raises geopolitical tension to heights reminiscent of Russia's invasion of Ukraine four years ago. Beyond the conflict itself and the impact on the countries...

Geopolitical risk just repriced the energy market. US/Israeli strike on Iran. Strait of Hormuz in focus.

What volumes are at risk? How far do oil and LNG prices move? We've run the numbers.

www.woodmac.com/news/opinion...

America's power crisis: the hidden cost of AI dominance | Energy Gang YouTube video by Wood Mackenzie

China built 40% of the US power system in one year. America needs 15 New York Cities of infrastructure in four years.

The capacity crunch is here. The price signals are real.

youtu.be/G-MHuchiXSI?...

Gas, LNG & The Future of Energy Conference 2026 The 4th annual Wood Mackenzie Gas, LNG and the Future of Energy conference from 2-3 June 2026

The oversupply paradox: buyers fear a glut but still bet on long-term gas growth.

Security of supply is now worth a price premium. What does that mean for your trading strategy?

www.woodmac.com/events/gas-l...