Wood Mackenzie
PulseAugur coverage of Wood Mackenzie — every cluster mentioning Wood Mackenzie across labs, papers, and developer communities, ranked by signal.
7 day(s) with sentiment data
-
AI development bottleneck shifts from GPUs to grid infrastructure
The primary constraint for AI development is shifting from GPU availability to critical grid infrastructure, specifically high-voltage transformers. Lead times for these transformers can extend up to four years, signifi…
-
Orbital data centers emerge as solution to terrestrial power demands · 1 source tracked
The concept of orbital data centers is gaining traction as a potential solution to the escalating power demands and terrestrial infrastructure challenges faced by traditional data centers. Companies like Axiom Space are…
-
US and Iran sign peace deal, but oil market recovery to take months
The United States and Iran have signed a memorandum of understanding to de-escalate conflict and reopen the Strait of Hormuz, a critical oil transit route. While this agreement is a positive step, experts caution that i…
-
Data centers adopt battery storage for AI power needs, facing cost and complexity hurdles
Data center operators are increasingly integrating battery energy storage systems (BESS) beyond traditional backup roles, aiming to manage peak demand, enhance grid flexibility, and support growing AI infrastructure nee…
-
Energy markets face prolonged tightness until 2027 despite Strait of Hormuz reopening
Global energy markets are expected to remain tight well into 2027, despite a recent memorandum of understanding between the U.S. and Iran to reopen the Strait of Hormuz. Analysts from S&P Global and Oxford Economics not…
-
US-Iran interim deal offers Gulf states path to recovery
The U.S. and Iran have reached an interim deal, including a 60-day ceasefire and the free passage of shipping through the Strait of Hormuz, which is expected to be formally signed soon. This development offers a potenti…
-
Oil and gas prices to remain high for months post-Iran deal
Energy experts anticipate that global oil and gasoline prices and supply issues will persist for months, even after an agreement to end the Iran war and reopen the Strait of Hormuz. The complex logistics of shipping, re…
-
US EV sales fall as global adoption accelerates
Global electric vehicle sales surged by 20% in 2025, with one in four new cars sold worldwide being electric. However, the U.S. experienced a 2% decline in EV sales during the same period, largely due to a lack of affor…
-
Middle East conflict sparks aluminium shortage, threatening Asia's green energy goals
The conflict in the Middle East is creating a shortage of aluminium, a critical component for renewable energy technologies like solar panels and wind turbines. Iranian attacks on major aluminium production facilities i…
-
AI Data Center Projects Face 7-Year Delays Due to Infrastructure Bottlenecks
AI data center projects are experiencing significant delays, with new projects entering service in 2025 facing over seven years to become operational. While PJM Interconnection has reformed its approval process to speed…
-
Global oil inventories hit 8-year low amid Iran conflict
Global oil inventories are critically low, approaching an eight-year nadir, yet financial markets remain surprisingly calm. Analysts attribute this complacency to investor optimism and market-moving headlines, despite a…