Matthew Boyda

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...

Energy transition outlook: UK | Wood Mackenzie Decarbonisation strategy has halved UK energy-related emissions since 1990 but nearly all 2030 targets are currently out of reach. This report analyses energy strategy, energy mix, energy transition t...

Decarbonization is now a compute problem. The UK has record renewables, but CCUS lags and AI demand is surging. We’re modeling the integrated future of the British grid. Don't trade on old assumptions. Full Outlook: go.woodmac.com/l/131501/202...

Solar + Wind Finance & Investment Summit 2026 Happy Hour Secure your seat at Wood Mackenzie’s exclusive breakfast briefing, where you’ll: - Engage with industry leaders and peers shaping the clean energy transition. - Explore revolutionary tools that redef...

The energy transition has officially moved from PowerPoint to the P&L. Navigating today’s volatility requires synoptic modeling, not just optimistic projections. Let's get into the weeds at Infocast on March 16. Drinks on us.

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

Spring 2026 Power Market Outlooks | North America Webinars Expert analysis of North America's spring power markets. 7 regional webinars covering market trends, outages, storage & transmission. Feb 23-26, 2026.

The 2026 grid is a different beast. Nuclear is back, BESS is scaling, and $ancillary\ services$ are the new frontline for value. Join me and the Woodmac team this week to dissect the Spring 2026 Power Outlook. 🔌

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

YouTube video by Wood Mackenzie AI's clean power paradox: gas is back (and cheaper) | Interchange Recharged

The "no gas" era for hyperscalers is over. 📉 AI demand is driving a pivot to 99% carbon capture that matches solar's carbon footprint at a fraction of nuclear's cost. It's no longer a tech problem; it’s an execution race. 🌐

www.youtube.com/watch?v=2MBP...

European gas: 6 Q&As on prices, supply, and regulatory impact | Wood Mackenzie For our latest Horizons Live webinar, we brought together a team of Wood Mackenzie experts to answer a series of audience questions on what lower energy prices could mean for European industry.

Lower prices don't automatically mean industrial health. 🛑 With TTF stabilizing, we’re watching a massive shift in the merit order and spark spreads. Digging into the data on whether European load recovery is real or a mirage: go.woodmac.com/l/131501/202... 📊🏗️

India's FY2027 budget shifts focus from renewable deployment to manufacturing and industrial decarbonisation India’s FY2027 Union Budget marks a strategic shift in the country’s energy transition, moving from a primary focus on renewable deployment toward domestic manufacturing and industrial decarbonisation...

India is shifting strategy toward industrial decarbonisation and supply chain resilience. But with grid investment down 25%, the "Execution Gap" remains the primary risk for energy quants and researchers. Data > Headlines. 📊

Deep dive into the FY27 Union Budget: bit.ly/4aHhH0K

Lower 48 Solution Integrated decision intelligence to drive strategic advantage in the Lower 48.

The Rockies supply narrative is evolving. 🏔️ As power demand squeezes core plays, legacy basins are applying the modern shale playbook to compete. At $4+, the economics have shifted—redefining regional basis risk and the marginal cost of supply. 🔍

www.woodmac.com/industry/ups...

Energy Evolution in the Age of Superintelligence Energy evolution in the age of superintelligence

The energy transition isn't just a goal—it’s a trading reality. 🌊 From AI demand surges to geopolitical shifts, the complexity is unprecedented. Let’s look at the numbers together in Sydney on March 3rd. 💡

Secure your spot: bit.ly/46XxdUW 🛡️

Supply chain constraints limit the growth of gas-fired generation in the US | Wood Mackenzie Supply chain bottlenecks, especially long lead times for heavy-duty gas turbines, could limit US gas-fired power growth this decade, constraining electricity supply for AI-driven demand despite planne...

The AI power surge is colliding with a manufacturing bottleneck. ⚡️ Gas turbine lead times are shifting the thermal floor, forcing a rethink of basis risk and nodal congestion. Integrated modeling is the only way forward. 🧠

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

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.

The "green premium" is hitting a ceiling. 🧩 We’re seeing GoO supply cannibalizing its own upside even as AI-driven data centers spike grid demand. If you're architecting a 2026 trading strategy, watch the export flows from Spain. The liquidity is moving.

Breakdown: www.woodmac.com/news/opinion...

YouTube video by Wood Mackenzie Data centers double grid size: who pays the $7B bill? | Energy Gang

Data center growth doesn't have to break the grid. The AWS/NIPSCO model shows how $7B in private infra investment can actually lower ratepayer bills by $1B. It’s about aligning tech speed with utility reliability. 🌐🔋

Full episode: youtu.be/aTpeQ3306ko?...

India’s energy challenge | Wood Mackenzie India will drive one-third of global energy demand growth by 2050. Explore opportunities, challenges and strategies from India Energy Week 2026.

India’s energy trajectory is the defining macro trend of the next decade. A $7 trillion investment hurdle means renewables alone won't cut it—expect coal to anchor the grid for years. This has massive implications for global capital and commodity flows. www.woodmac.com/blogs/the-ed...

China’s coal-fired power generation declines for the first time since 2015 China's coal-fired power generation decreased 1.9% in 2025, marking a historic shift driven by new non-fossil generation that has finally outpaced demand growth, according to a recent report from Wood...

1,842 GW. That’s the scale of China’s wind/solar capacity now. It’s no longer about "green goals"—it's about the 77% drop in solar LCOE making coal the expensive, inflexible option. The financial landscape of energy has shifted. 🌏⚡️

Read why: www.woodmac.com/press-releas...

What’s shaping European power markets in 2026? Six key factors linked to broader market influences, opportunities and uncertainties will be critical

Europe’s "demand-side paradox" is getting real. We're seeing a massive divergence from US/Asia growth. Without the load to soak up that 50% renewable share, we’re looking at a volatility-rich environment that demands better storage data.

Dig into the 2026 numbers: www.woodmac.com/news/opinion...

Here’s What We Learned About the Power Grid During the Cold Snap Crypto powered down, data centers remained online, and ice created a power-line fiasco.

Fern showed us the new nodal reality. AI data centers are functionally inelastic compared to crypto, creating a massive "baseload challenge" for quants. We have to price this rigidity into every tail risk model. From @wsj.com here’s the @woodmac.com data:

www.wsj.com/business/ene...

Global solar: 3 things to look for in 2026 | Wood Mackenzie After a challenging year for global solar markets, is the year ahead looking brighter? Analysis of key developments from solar energy’s foundational role in new power demand growth to implications of ...

Innovation is moving fast. From balcony solar to giga-scale storage, we’re capturing a massive shift in how the grid breathes 🔌 My colleague Luke Lewandowski breaks down the three themes redefining 2026 🧠

Full outlook: www.woodmac.com/news/opinion...

Spring 2026 Power Market Outlooks | North America Webinars Expert analysis of North America's spring power markets. 7 regional webinars covering market trends, outages, storage & transmission. Feb 23-26, 2026.

2026 is the year the US grid meets the AI revolution. Between nuclear revivals in MISO and BESS becoming the primary driver of ancillary services, the old playbooks are obsolete. Join the Woodmac team as we break down the Spring Power Outlooks.

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

Lens Power & Renewables Asia Pacific | APAC Power Markets Stay ahead of Asia Pacific's evolving power markets with Lens Power & Renewables APAC. Access trusted forecasts, pricing data, and regional energy insights.

A historic pivot: China's coal generation fell in 2025 (down 113 TWh) even as demand spiked. We’re seeing coal shift from primary power to a backup role. In a world of 90GW AI load growth, this is the structural decoupling to watch. bit.ly/4qctDx1

YouTube video by Wood Mackenzie AI’s power problem: why batteries saved the grid | Energy Gang

The energy transition has moved from "clean tech" to "essential infrastructure." Battery storage's 99% availability during peak stress proves that speed and reliability are the new market premiums. Watch the latest Energy Gang for the data: youtu.be/ZixB2ceGCHw?...

YouTube video by Wood Mackenzie Data centers vs the grid: who pays the bill? | Interchange Recharged

We are witnessing the biggest power-sector shift since WWII. AI and data centers are forcing a total rewrite of the 100-year-old rate model. It's a fundamental disconnect between tech and power economics. Dive in: youtu.be/h__XWNwLaH0?...

Winter Storm Fern: ISO-NE hit 20.1 GW as Algonquin gas spiked to $121. Crucial lesson: HQ import pauses prove PPA flexibility is the new basis risk. Offshore wind resilience is the silver lining in a volatile 2026.

woodmac.com/trading-solutions

Is there still life in decarbonising hard-to-abate sectors? | Wood Mackenzie https://www.woodmac.com/blogs/the-edge/is-there-still-life-in-decarbonising-hard-to-abate-sectors/

Don’t let the investment dip fool you. Hard-to-abate decarbonization (steel, cement, shipping) is entering a critical multi-speed phase. Policy in the EU and scale in China are the real drivers now.

Get the data: www.woodmac.com/blogs/the-ed...

Why U.S. Car Companies Want to Make Giant Batteries

Seeing the pivot from EVs to grid-scale batteries is fascinating. This 6x growth makes BESS the beating heart of the 2026 energy landscape. It’s how we bridge the gap between massive AI load and renewable intermittency. 🔋

www.nytimes.com/2026/02/03/c...

A wild week for gas markets | Wood Mackenzie Freezing weather, record US freeze-offs and LNG interconnection drove extreme gas price swings, signalling a more volatile global gas market ahead.

The convergence of record US freeze-offs and the terminal phase-out of Russian pipeline gas signals a structural shift in global energy. We are moving toward a demand-creation regime defined by nodal stress and LNG inelasticity. www.woodmac.com/blogs/the-ed...

Lens Data Center and Data Campus Map Discover how data center demand is reshaping electricity markets. Use Lens Power & Renewables to visualize large electricity loads, analyse infrastructure impacts, and identify optimal locations for f...

AI is the ultimate stress test for Southeast Asia’s grid. We’re forecasting a 4x jump in data center load by 2035. For quants and analysts, mapping this demand against specific transmission zones is the new gold standard for capturing alpha in the region. 📉

Explore the dashboard: bit.ly/3Zw9eYT

Wood Mackenzie at E-World 2026 Meet our team at E-World 2026, taking place in Essen, Germany, from 10-12 February.

The energy transition isn't a straight line—it’s a series of volatile spreads. Let’s cut through the noise in Essen next week. Stop by stand 2A126 to talk power, gas, and why connected data is the only way forward. See you there? 🤝

www.woodmac.com/events/europ...

The LNG lifeline:​ will cheaper global gas resuscitate European industry? | Wood Mackenzie New LNG supply could slash European gas prices, saving industries €180bn. Can cheaper energy revive Europe's competitiveness without derailing climate goals?

Siloed data is dead. Our integrated modeling shows US AI load growth and a global LNG wave converging to narrow the trans-Atlantic price gap. This isn't just a price dip; it’s a fundamental reset of the gas-to-power recovery.

www.woodmac.com/horizons/lng...

AI vs. AI: Using intelligence to solve the energy strain of data centers Britain's energy transition has entered a new phase

The irony of the energy transition: AI is devouring the grid, yet only AI can save it. Bernardo Rodriguez gets into the weeds on real-time forecasting and the shift to autonomous grid balancing. Essential for the data-driven.

www.techradar.com/pro/ai-vs-ai...

Upstream oil & gas: region-by-region predictions for 2026 | Wood Mackenzie Our global and regional experts share their view of the key themes shaping the power and renewables landscape in the year ahead.

2026 is the year the energy transition gets real. We’ve built the capacity; now we have to make it work for the people and the grid. 🌍 High volatility and AI demand are testing our limits. Let's talk about delivery. 💡

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