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Wood Mackenzie is a global research and consultancy group providing data, analysis, and insights for the energy, renewables, and natural resources industries.
3 sources US battery storage installed a record 18.9 GWh in the second quarter of 2026 while installed power capacity fell 7 percent, as average system duration stretched to 3.5…
5 sources S&P Global projects 27% of US data centers will run entirely on onsite generation by 2030, representing 35 GW of self-generated demand disconnected from the grid.
3 sources Wood Mackenzie Q2 2025 survey: 128-week lead times for power transformers, 144 weeks for GSUs. 2025 supply deficits: ~30% for power transformers, ~10% for distribution transformers
4 sources ~40 million US distribution transformers already past expected service life. Conventional 50 kVA pad-mount replacement: $4K-$6K in 2026 dollars
4 sources Commercial and industrial BESS deployments targeting demand charge reduction will grow fivefold by 2036, with installed costs of $180-$580/kWh and 3-5 year payback periods in most U.S. markets.
4 sources Verified Commercial battery storage system costs fell 40% since 2022, reaching $180-$300/kWh for containerized systems. Facilities now cut demand charges by 20-30% with 3-5 year payback periods.
4 sources Browser Check Ohio approves AEP data center tariff requiring 85% minimum capacity payments under 12-year agreements, cutting speculative queue from 30 GW to 13 GW.
5 sources Verified A 30% U.S. power transformer shortfall and 77% price increases since 2019 push DC fast charger interconnection timelines to two years, threatening EV infrastructure targets.
4 sources Xcel Energy signed 47 MW of new industrial demand response contracts in Minnesota in 2024 after MISO capacity prices doubled to $174/MW-day; manufacturers cut peak demand 18-22% using…
4 sources Browser Check Distribution grid upgrades consume 30-60% of EV charging project costs. California faces $26B in upgrades by 2035, with DC fast charger interconnection taking up to 2…
