Solar to anchor U.S. load growth as data center demand surges
Wood Mackenzie report forecasts solar as a vital contributor to near-term power demand despite federal policy volatility.
Electricity rate hikes slash commercial solar payback periods by 33%, says Wood Mackenzie
Soaring utility costs and rising power demand are recalibrating the financial outlook for the United States non-residential solar market.
SB Energy secures $1 billion from OpenAI and SoftBank for Stargate datacenter expansion
The investment supports the development of a 1.2 GW AI data center campus in Milam County, Texas, and integrated solar and energy storage infrastructure projects.
Big Tech turns to solar and storage to bypass grid bottlenecks
Data center developers are co-locating generation and storage to avoid interconnection queues, as the traditional grid is failing to meet power requirements of generative AI, said a report from Wood Mackenzie.
Huawei, Sungrow lead Wood Mackenzie’s inverter market ranking
Wood Mackenzie’s first-half 2025 solar inverter ranking finds the top 10 leading inverter manufacturers have a 71% global market share.
U.S. Q3 energy storage deployment grows 31% year-over-year
Over 5.3 GW of energy storage was deployed in Q3 2025, said a report from Wood Mackenzie and the American Clean Power Association.
Wood Mackenzie predicts 2-year decline in global solar inverter demand
Wood Mackenzie’s latest analysis expects market uncertainty in China, Europe and the U.S. to cause two consecutive years of contraction in the global solar inverter market, forecasting a fall to 577 GWac this year and 523 GWac in 2026.
In Puerto Rico, residential solar and storage growth outpaces utility-scale developments
Puerto Rico has reached 1.3 GW of residential solar and 185,000 residential batteries, with Wood Mackenzie expecting three more GWh of residential storage by 2029. Utility-scale solar and storage projects are gearing up, as described by an attorney with McConnell Valdés.
Watch: Industry leaders on how distributed solar solves the U.S. power crisis
The finale of pv magazine USA Week 2025 promises an in-depth exploration of the most immediate, versatile solution to America’s escalating energy demands and rising electricity rates: distributed energy.
Solar module prices to rise 9% in Q4, says Wood Mackenzie
Wood Mackenzie says module prices will climb as China ends export rebates and consolidates polysilicon production.
