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Wood Mackenzie

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Situations

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EU energy volatility: Rising electricity and fuel deficits

41 clusters · 963 sources · last updated

Latest: Major fuel companies implement price caps in Italy

By late September 2026, European energy markets faced intensifying volatility driven by geopolitical tensions and supply constraints. Brent crude surpassed $105 per barrel, fueled by U.S.-Iran tensions and concerns regar

[ACTIVE] [BUSINESS] [US] [RU] [FR]

US diesel export ban risks global energy crisis

33 clusters · 491 sources · last updated

Latest: Diesel prices dip slightly amid global crude oil volatility

Global fuel markets face heightened instability as the Trump administration weighs a potential 90-day diesel export ban to combat domestic prices that have exceeded $6.50 per gallon. While the White House has dismissed r

[ACTIVE] [BUSINESS] [IN] [CN] [US]

Global energy trends: Renewables growth and AI demand

34 clusters · 80 sources · last updated

Latest: India faces solar curtailment and grid challenges amid renewable energy expansion

Global energy investment reached $3.3 trillion in 2026, with $2.2 trillion directed toward clean energy. While renewables are expanding, coal spending rose to $180 billion, largely due to China. In the U.S., renewable el

[ACTIVE] [BUSINESS] [US] [AU] [CN]

US solar and energy storage expansion continues

18 clusters · 62 sources · last updated

Latest: U.S. energy storage market hits record capacity amid AI data center demand

The United States is seeing rapid expansion in solar and battery storage, driven by rising energy demands from expanding data centers. In the first half of 2026, solar and storage technologies accounted for 70% of all ne

[ACTIVE] [BUSINESS] [QA] [IR] [PK]

Qatar LNG crisis and economic instability

13 clusters · 312 sources · last updated

Latest: Qatar economy faces rising inflation and widening budget deficit

Qatar continues to face a severe economic crisis and recession following significant damage to its energy infrastructure. Attacks on the Ras Laffan industrial hub, including Iranian drone and missile strikes, have destro

[ACTIVE] [POLITICS] [US] [IR] [IL]

US-Iran Conflict: Diplomatic Deadlock and Military Tension

1891 clusters · 5845 sources · last updated

Latest: United States military conflict with Iran continues amid political pressure

The US-Iran conflict remains in a state of intense military and diplomatic volatility. Indirect negotiations mediated by Qatar in New York have reached a deadlock. Tehran’s proposal includes a seven-day plan to reopen th

[ACTIVE] [BUSINESS] [DE] [CN] [US]

Global EV market shifts and infrastructure challenges

35 clusters · 288 sources · last updated

Latest: Rising fuel prices drive surge in EV charger sales and interest

By late September 2026, the global electric vehicle (EV) market exhibits divergent regional trends. In the European Union, the automotive market is undergoing a significant shift toward electrification as demand for trad

[ACTIVE] [BUSINESS] [BD] [IR] [QA]

Southeast Asian LNG demand and global supply disruptions

3 clusters · 27 sources · last updated

Latest: QatarEnergy suspends LNG supplies amid US-Iran war and Strait of Hormuz closure

The demand for liquefied natural gas (LNG) is increasing in Southeast Asia, driven largely by the expansion of hyperscale data centers. Projections indicate that the region’s data center project portfolio could grow from

[ACTIVE] [BUSINESS] [PK] [TR]

Pakistan energy security and fuel subsidy developments

23 clusters · 59 sources · last updated

Latest: Pakistan reduces petrol and diesel prices amid global energy volatility

Pakistan continues to manage energy security and fuel volatility through strategic initiatives and a daily pricing mechanism. To combat rising costs driven by Middle East tensions and global oil volatility, the governmen

[ACTIVE] [BUSINESS] [GR] [FR] [BG]

Greek fuel volatility and energy security developments

60 clusters · 244 sources · last updated

Latest: Greece construction activity surges as government plans fuel subsidies

By late September 2026, the Greek economy continues to navigate a complex landscape of rising inflationary pressures and energy volatility. Inflation was reported at 3.7% in August, driven primarily by service and energy

[ACTIVE] [BUSINESS] [IN]

India energy, EV, and manufacturing sector growth

14 clusters · 53 sources · last updated

Latest: India's electric vehicle transition faces financing and environmental challenges

India is experiencing significant growth in its energy, electric vehicle (EV), and manufacturing sectors. The EV industry is projected to support 7.2 million direct manufacturing jobs by 2040, provided battery cell local

[ACTIVE] [TECHNOLOGY] [US] [CN] [ES]

Global AI infrastructure environmental and energy impacts

118 clusters · 482 sources · last updated

Latest: Google backs Arctic hydrogen-based steel mill in Sweden

The rapid expansion of artificial intelligence is placing unprecedented strain on global electricity grids and water resources. To manage surging electricity demands, industry leaders like Nvidia, Google, and Microsoft a

[ACTIVE] [BUSINESS] [US] [CN] [IN]

U.S. solar market shifts and rising tariff impacts

5 clusters · 15 sources · last updated

Latest: U.S. solar module prices expected to rise 40% following Section 232 tariffs

The global solar energy market continues to undergo structural shifts driven by manufacturing capacity and pricing dynamics. While falling panel prices previously reached approximately 12 cents per watt due to Chinese ov

[ACTIVE] [BUSINESS] [DE] [CN] [ES]

Global solar energy market trends

3 clusters · 16 sources · last updated

Latest: Global solar capacity reaches 2.96 TW amid steady photovoltaic growth

The global solar energy sector continues to expand, with total photovoltaic capacity reaching 2.96 TW by the end of 2025. This followed a year of approximately 690 GW in new installations, a 15% increase over 2024, accor

[QUIET] [BUSINESS] [AU] [IN] [US]

Solar and battery storage market integration trends

16 clusters · 42 sources · last updated

Latest: Victoria mandates renewable energy and storage for new data centres

The solar and battery energy storage market continues to expand globally to manage grid stability and the transition from fossil fuels. In Australia, Victoria is implementing new regulatory frameworks to address infrastr

[QUIET] [TECHNOLOGY] [DE] [AT] [ES]

Global wind energy expansion and Türkiye's offshore targets

5 clusters · 25 sources · last updated

Latest: Türkiye targets 40 GW wind capacity amid global growth

Global wind energy capacity continues to expand, with Ben Backwell, CEO of the Global Wind Energy Council (GWEC), projecting that over 180 GW of new capacity will be commissioned this year. Speaking at the WindEnergy Ham

[QUIET] [BUSINESS] [CA] [US] [CN]

Canadian energy policy and strategic reassessment

3 clusters · 6 sources · last updated

Latest: Canada targets energy superpower status through infrastructure and community finance

Canada is undergoing a strategic reassessment of its energy and resource policies to enhance economic stability and sovereignty. Initially, under Prime Minister Mark Carney, the government signaled a pivot toward becomi

[QUIET] [BUSINESS] [AU] [AE] [DE]

Global renewable energy sector growth

2 clusters · 31 sources · last updated

Latest: Solar energy projects expand in Australia and Comoros

The global renewable energy sector, particularly wind and solar, has shown significant growth. In the first half of 2026, Europe saw a 30% rise in wind energy capacity, with Germany contributing 39% of new capacity. Mean

[QUIET] [TECHNOLOGY] [US] [TW] [AT]

AI expansion drives global surge in energy and nuclear needs

9 clusters · 60 sources · last updated

Latest: Data center energy demand drives solar and fuel cell innovation

The rapid expansion of artificial intelligence continues to drive a massive surge in electricity demand, transforming energy stocks into AI growth plays. The International Energy Agency notes that global data-center dema

[QUIET] [BUSINESS] [CN] [US] [DE]

China's renewable build-out and grid capacity challenges

41 clusters · 188 sources · last updated

Latest: Solar power capacity surpasses coal in China and natural gas in California

China’s total installed power capacity reached 4.08 TW in July 2026, an 11% year-on-year increase. A historic milestone was reached as solar PV capacity, estimated between 1,286 and 1,288 GW, surpassed coal-fired power c

[QUIET] [BUSINESS] [US] [VE]

Oil industry windfall and US political scrutiny

4 clusters · 11 sources · last updated

Latest: Adobe announces CEO succession amid AI growth and US-Venezuela oil deal impact

Chevron reported second-quarter 2026 results on July 31, 2026, with a net income of $12.1 billion and total quarterly revenue of $70 billion, representing a 56% increase year-over-year. This growth was fueled by a 20% in

[QUIET] [BUSINESS] [CN] [IR] [US]

IMF global economic resilience and energy shock outlook

2 clusters · 23 sources · last updated

Latest: IMF projects 3% global growth for 2026 amid energy and debt risks

The International Monetary Fund (IMF) has observed that the global economy is demonstrating more resilience to energy shocks than previously anticipated. Initially, IMF Managing Director Kristalina Georgieva noted that t

[QUIET] [BUSINESS] [CL] [DO] [MX]

Latin American energy storage market growth

2 clusters · 13 sources · last updated

Latest: Latin America accelerates energy storage expansion through battery technology

Wood Mackenzie projects that energy storage capacity in Latin America will grow from 2.5 GW in 2025 to 34 GW by 2035. This growth is driven by the integration of renewable energy and the need to address grid congestion a

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