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Wood Mackenzie

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Headlines · 3

  1. HARC models pollution from Texas AI data-center expansion

    The Houston Advanced Research Center modeled three data-center electricity-demand projections and four power-supply scenarios for Texas. In the anticipated-grid scenario, fine-particle pollution would more than triple, NOx emissions would rise 136%, and carbon dioxide emissions would be 90% above 2025 levels, according to The Verge and cnBeta’s summaries of the report. TechNews reports that even a cleaner scenario pairing grid power with onsite wind and solar would still produce a 35% statewide NOx increase by 2031, while onsite gas generation could approach a 400% increase.

    The Verge AI · 🔥 0
  2. US Utilities Tighten Grid Rules for AI Data Centers

    US utilities and grid operators are demanding higher rates, longer contracts, collateral and steep engineering study fees from data-center developers to screen out speculative or duplicate grid requests. TechRadar, citing Wood Mackenzie and other reporting, says US developers have requested 1,066GW of connections and that utilities are expected to commit to about 28%. After Exelon introduced transmission security agreements, its high-probability data-center load fell from 18GW at the end of 2025 to about 11GW in the second quarter. The report does not establish how much of the requested capacity would serve AI workloads rather than other data-center uses.

    TechRadar · 🔥 0
  3. Wood Mackenzie: Four-hour battery storage now beats gas peakers on cost in 43 markets

    A new Wood Mackenzie study finds that four-hour battery storage has a lower levelized cost of electricity than open-cycle gas turbines as a peaking resource in all 43 markets it compared, spanning Europe, North America, Latin America, Asia-Pacific, the Middle East and Africa. In the Middle East and Africa the four-hour storage cost is about $120/MWh in 2026 and is expected to fall 33% to roughly $80/MWh by 2035; China has the lowest grid-scale storage costs globally, more than 55% below the Asia-Pacific average of $134/MWh. The report stresses it compares levelized peaking costs rather than equipment purchase prices, and that batteries must be charged first, so they cannot alone supply a data center around the clock.

    cnBeta · 🔥 0

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