# Wood Mackenzie

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/wood-mackenzie
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## Timeline

- **2026-08**: GEM/CREA curtailment report published — Global Energy Monitor and CREA publish estimates showing 26.1% of China's combined wind and solar output was rejected, using weather-adjusted data.
- **2026-07-04**: Deadline for full renewable energy tax credits — After this date, new projects will no longer qualify for the full 30% ITC or PTC, dramatically increasing the cost of new wind and solar development.
- **2026-07-04**: Tax credit securement deadline — The final date for developers to lock in federal tax credit eligibility for new renewable projects. After this date, credits are no longer available, triggering cost increases.
- **2026-07**: NEA reports official H1 curtailment rates — The NEA states 8.6% of solar and 9.1% of wind output was curtailed in the first half of 2026, far below independent estimates.
- **2026-06-26**: LevelTen Energy releases analysis showing PPA price spikes — LevelTen reports early data indicating wind and solar contract prices could rise 40–50% nationally, with Texas deals up 120%, warning of a tax credit cliff impact.
- **2026-06**: Solar developers rush to safe-harbor projects before deadline — In the weeks before the cut-off, project owners incur 5% of construction costs to lock in tax credit eligibility, resulting in a massive pipeline of over 200 GW of secured solar capacity.
- **2026-06**: Analysts project 200+ GW pipeline and 40–50% cost hikes — Wood Mackenzie reports over 200 GW of solar capacity with credits secured. LevelTen Energy forecasts wind and solar contract price increases of 40–50% nationally, with some Texas deals up 120%.
- **2026-06**: China curtails 360 TWh in first half of 2026 — China rejects 360 TWh of wind and solar output from January to June, up 49% year over year, per GEM/CREA. India curtails 8.13 TWh of solar in the same quarter.
- **2026-03**: NEA halts monthly provincial curtailment data — China's National Energy Administration stops publishing monthly curtailment data by province, reducing transparency around grid performance.
- **2025**: Trump signs 2025 tax law accelerating phaseout of clean energy credits — The legislation accelerates the expiration of Production Tax Credits (PTC) and Investment Tax Credits (ITC) for renewable energy projects, ending full credits for projects not meeting safe-harbor requirements by July 2026.
- **2025**: Trump tax law accelerates tax credit phaseout — The 2025 tax law accelerates the expiration of renewable energy tax credits, setting a hard deadline for developers to secure subsidies on new projects.

## Recent coverage (3 stories, network-wide)

### China Wastes 360 TWh of Clean Power in H1 2026 as Grids Hit Limits
2026-08-18 00:16:04 · Sector: climate · Sentiment: Negative · Impact: 7/10 · Sources: 3

China rejected 360 TWh of wind and solar output in the first half of 2026 — a 49% jump — as transmission bottlenecks and coal-friendly supply contracts force grids to shed clean power. With curtailment now spreading to India, Australia, and Japan, vast zero-carbon generation is being left unused even as China's coal generation rebounds.
Full story: https://getclimatebrief.com/story/china-clean-power-curtailment-360-twh-climate

### 200+ GW solar rush hits July 4 deadline as Trump tax credit cutoff looms
2026-06-27 15:12:34 · Sector: climate · Sentiment: Negative · Impact: 8/10 · Sources: 3

The U.S. solar sector is in an all-out sprint to secure federal tax credits before the July 4 phaseout, with over 200 gigawatts of new projects now in the pipeline—enough to nearly double current capacity. The accelerated cutoff threatens to raise renewable energy costs by 40-50%, potentially slowing the clean energy transition just as AI-fueled electricity demand skyrockets.
Full story: https://getclimatebrief.com/story/solar-pipeline-200-gw-tax-credit-deadline-climate

### US Solar PPA Prices Seen Spiking 40-50% After July 4 Tax Credit Crash
2026-06-27 00:17:28 · Sector: climate · Sentiment: Negative · Impact: 8/10 · Sources: 5

The Trump administration's accelerated phaseout of renewable energy tax credits is creating a last-minute 200 GW solar project rush, but post-July 4, wind and solar contract prices could surge 40–50%—with Texas deals already up 120%—threatening U.S. climate goals and corporate clean energy procurement.
Full story: https://getclimatebrief.com/story/clean-energy-tax-credit-cliff-40-percent-price-hike

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