#GridIntel

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Posts tagged #GridIntel

Matthew Boyda

@atxcanadian.bsky.social

2 months ago

Conversation starters: Five energy charts to get you talking Five energy charts reveal 2025's trends: US LNG dominance, China's rare earth control, UK North Sea decline, European exit, and AI power demand.

The 2026 AI lodestar? Power prices. 🗺️⚡️

Europe’s high-cost environment is a volatility machine for traders. With power at 50%+ of DC costs, the "Speed to Power" bottleneck is re-pricing global capacity markets.

www.woodmac.com/horizons/fiv...

#GridIntel #EnergyTrading #AIInfrastructure

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Matthew Boyda

@atxcanadian.bsky.social

2 months ago

The 2026 energy lodestar has shifted to affordability and reliability. 🗺️

As 1 GW hyperscale clusters hit the grid, the "Speed to Power" bottleneck is driving massive price volatility. For quants, the alpha is in dispatchable firm capacity and nuclear M&A.

#PowerMarkets #GridIntel #AIInfrastructure

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Matthew Boyda

@atxcanadian.bsky.social

2 months ago

Wind power: 7 things to look for in 2026 | Wood Mackenzie The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Get our onshore and offshore wind experts’ analysis of the opportun...

2026: A wind crossroads. 🌬️

Onshore lags as AI load growth surges, tightening the wholesale power market. Expect higher price volatility and widening DART spreads as offshore 14GW+ hits.

The trading curve is shifting. 📉⚡️

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

#PowerMarkets #GridIntel

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