Erik Mielke
@mielke.bsky.social
Wood Mackenzie, Global Head of Corporate Research — Oil & Gas | Power & Renewables | Metals & Mining. Views are my own. #Canucks fan in Houston. 🇩🇰🇬🇧🇨🇦🏒🚲
Pinned
Great cover story in the latest Canada’s History magazine: Mosaic in the Making by @johnlorinc.bsky.social. Thoroughly researched and engaging account of the evolution of Canada’s migration policies over the last century.
November 29, 2025 at 6:28 PM
Great cover story in the latest Canada’s History magazine: Mosaic in the Making by @johnlorinc.bsky.social. Thoroughly researched and engaging account of the evolution of Canada’s migration policies over the last century.
Brilliant AI piece from Ethan Mollick as always — this one is required reading.
His “Co-Intelligence” book is still the best thing I’ve read on AI… and this article is a terrific update to his seminal piece
His “Co-Intelligence” book is still the best thing I’ve read on AI… and this article is a terrific update to his seminal piece
As AI systems keep getting better at very hard problems while getting more opaque, the way that we work with AI is shifting shifting from being collaborators who shape the process to being supplicants who receive the output.
I discussed what that means. www.oneusefulthing.org/p/on-working...
I discussed what that means. www.oneusefulthing.org/p/on-working...
On Working with Wizards
Verifying magic on the jagged frontier
www.oneusefulthing.org
September 11, 2025 at 11:08 PM
Brilliant AI piece from Ethan Mollick as always — this one is required reading.
His “Co-Intelligence” book is still the best thing I’ve read on AI… and this article is a terrific update to his seminal piece
His “Co-Intelligence” book is still the best thing I’ve read on AI… and this article is a terrific update to his seminal piece
It will be interesting to see how this plays out. As the WSJ article suggests, renewables could surprise to the upside in a ‘“level playing field” environment. Expect more robust capital allocation.
Heard on the Street: Rising electricity demand, in part due to AI needs, along with the increasing cost of alternatives should cushion the loss of subsidies for green energy.
Why Solar and Wind Power Can Thrive Without Subsidies
Rising electricity demand, in part due to AI needs, along with the increasing cost of alternatives should cushion the impact for green energy.
on.wsj.com
August 22, 2025 at 7:58 PM
It will be interesting to see how this plays out. As the WSJ article suggests, renewables could surprise to the upside in a ‘“level playing field” environment. Expect more robust capital allocation.
Very timely discussion on capital allocation in the energy sector with Ben Dell of Kimmeridge and Tom Ellacott from WoodMac, hosted by the always excellent Sylvia Leyva Martinez.
#EnergySky
www.woodmac.com/podcasts/the...
#EnergySky
www.woodmac.com/podcasts/the...
The oil and gas majors are phasing down their renewable strategies | Wood Mackenzie
Sylvia Leyva Martinez and our guests discuss how oil and gas majors are adjusting their capital allocation between fossil fuels and renewables. Plus, what’s the role of natural gas in the transition, ...
www.woodmac.com
July 1, 2025 at 5:03 PM
Very timely discussion on capital allocation in the energy sector with Ben Dell of Kimmeridge and Tom Ellacott from WoodMac, hosted by the always excellent Sylvia Leyva Martinez.
#EnergySky
www.woodmac.com/podcasts/the...
#EnergySky
www.woodmac.com/podcasts/the...
Reposted by Erik Mielke
#energysky we are live from the Solar and Energy Storage Summit 🎙️☀️
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
April 23, 2025 at 7:36 PM
#energysky we are live from the Solar and Energy Storage Summit 🎙️☀️
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
@solarsylvia.bsky.social is bringing you exclusive insights, real-time reactions and the biggest energy debates straight from the summit floor.
Follow us to be notified when the new episodes drop 👉 www.woodmac.com/podcasts/the...
Want to understand how tariff tensions and forthcoming federal elections might impact Canadian energy infrastructure investment in pipelines? This great CBC podcast with the always excellent @aleach.ca gives an insightful and balanced view. #EnergySky
podcasts.apple.com/us/podcast/f...
podcasts.apple.com/us/podcast/f...
Election reignites pipeline politics
Podcast Episode · Front Burner · 04/08/2025 · 27m
podcasts.apple.com
April 8, 2025 at 9:17 PM
Want to understand how tariff tensions and forthcoming federal elections might impact Canadian energy infrastructure investment in pipelines? This great CBC podcast with the always excellent @aleach.ca gives an insightful and balanced view. #EnergySky
podcasts.apple.com/us/podcast/f...
podcasts.apple.com/us/podcast/f...
Reposted by Erik Mielke
🔌💡Attending the WindEurope Annual Event 2025?
Join our experts in Copenhagen for @woodmackenzie.bsky.social Power & Renewables Briefing on 8 April, 12:30 PM CET at Bella Center. Book a meeting or register your interest here: bit.ly/4bfXG15
Join our experts in Copenhagen for @woodmackenzie.bsky.social Power & Renewables Briefing on 8 April, 12:30 PM CET at Bella Center. Book a meeting or register your interest here: bit.ly/4bfXG15
March 24, 2025 at 1:29 PM
🔌💡Attending the WindEurope Annual Event 2025?
Join our experts in Copenhagen for @woodmackenzie.bsky.social Power & Renewables Briefing on 8 April, 12:30 PM CET at Bella Center. Book a meeting or register your interest here: bit.ly/4bfXG15
Join our experts in Copenhagen for @woodmackenzie.bsky.social Power & Renewables Briefing on 8 April, 12:30 PM CET at Bella Center. Book a meeting or register your interest here: bit.ly/4bfXG15
Reposted by Erik Mielke
If only a documentary series premiered tomorrow with today’s Paris-Nice stage winner on Eurosport & TNT Sports? 🤪
March 14, 2025 at 3:50 PM
If only a documentary series premiered tomorrow with today’s Paris-Nice stage winner on Eurosport & TNT Sports? 🤪
Reposted by Erik Mielke
Whether you are Canadian, or from anywhere else on planet earth, if you want a sense of #Canada, check this great documentary out.
Vive le Canada!🍁
From Tim Thompson (@b0undless) - Dear Canada: youtu.be/vhiKlhTmwDU?...
Vive le Canada!🍁
From Tim Thompson (@b0undless) - Dear Canada: youtu.be/vhiKlhTmwDU?...
Dear Canada
YouTube video by Hockey Films by Tim Thompson
youtu.be
March 15, 2025 at 12:06 AM
Whether you are Canadian, or from anywhere else on planet earth, if you want a sense of #Canada, check this great documentary out.
Vive le Canada!🍁
From Tim Thompson (@b0undless) - Dear Canada: youtu.be/vhiKlhTmwDU?...
Vive le Canada!🍁
From Tim Thompson (@b0undless) - Dear Canada: youtu.be/vhiKlhTmwDU?...
The Oil Majors are adjusting their low-carbon strategies and capital allocation to the realities of the market. BP has had the biggest course correction, as confirmed by last week's capital markets update. NOCs are increasingly carrying the torch for the oil sector in low-carbon investment.
March 4, 2025 at 7:32 PM
The Oil Majors are adjusting their low-carbon strategies and capital allocation to the realities of the market. BP has had the biggest course correction, as confirmed by last week's capital markets update. NOCs are increasingly carrying the torch for the oil sector in low-carbon investment.
Reposted by Erik Mielke
Gas has its critics. Some – with some reason – see it as just another fossil fuel driving the climate crisis. But can gas demonstrate its value as a low carbon, reliable, affordable and flexible transitional fuel that can help deliver the energy transition? 🔌💡
#EnergySky #GreenSky #ClimateSky
#EnergySky #GreenSky #ClimateSky
The bridge: natural gas's crucial role as a transitional energy source
In a world seeking greater access to clean, reliable and affordable energy, making the case for gas has never been more pressing. WoodMac has a very positive view of the growth in gas demand, particul...
www.woodmac.com
February 21, 2025 at 9:51 AM
Gas has its critics. Some – with some reason – see it as just another fossil fuel driving the climate crisis. But can gas demonstrate its value as a low carbon, reliable, affordable and flexible transitional fuel that can help deliver the energy transition? 🔌💡
#EnergySky #GreenSky #ClimateSky
#EnergySky #GreenSky #ClimateSky
Reposted by Erik Mielke
🔌💡@woodmackenzie.bsky.social analysis delves into the US #tariffs and their impacts to the imports of essential electrical equipment from #Mexico, #Canada, and #China creating considerable risk to the US #power industry's supply chains.
Navigating the impact of President Trump's tariffs on utility supply chains
How should utilities update their 2025 project budgets or risk mitigation strategies in light of new US tariffs?
www.woodmac.com
February 5, 2025 at 6:34 PM
"Capital needs certainty" - the latest @woodmackenzie.bsky.social Interchange podcast features the formidable Sandhya Ganapathy, CEO of EDPR North America. She and Sylvia Leyva Martinez discuss the challenges and opportunities in the US renewables. #EnergySky www.woodmac.com/podcasts/the...
Meeting energy demand requires long-term solutions | Wood Mackenzie
Discover how the US clean energy industry is navigating record growth, grid challenges and policy uncertainty. Sylvia Leyva Martinez and Sandhya Ganapathy, CEO of EDP Renewables North America, explore...
www.woodmac.com
January 29, 2025 at 2:26 PM
"Capital needs certainty" - the latest @woodmackenzie.bsky.social Interchange podcast features the formidable Sandhya Ganapathy, CEO of EDPR North America. She and Sylvia Leyva Martinez discuss the challenges and opportunities in the US renewables. #EnergySky www.woodmac.com/podcasts/the...
Five energy world themes for 2025 from @woodmackenzie.bsky.social:
• Geopolitics, global trade, and the energy transition
• Capital allocation
• Euro Major M&A
• Oil, gas, and metals price volatility
• Accelerating innovation in power & renewables
#EnergySky
www.woodmac.com/blogs/the-ed...
• Geopolitics, global trade, and the energy transition
• Capital allocation
• Euro Major M&A
• Oil, gas, and metals price volatility
• Accelerating innovation in power & renewables
#EnergySky
www.woodmac.com/blogs/the-ed...
Five themes shaping the energy world in 2025 | Wood Mackenzie
What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitical tensions, capital allocation, Big Oil mergers, commodity price volatility and br...
www.woodmac.com
January 8, 2025 at 9:29 PM
Five energy world themes for 2025 from @woodmackenzie.bsky.social:
• Geopolitics, global trade, and the energy transition
• Capital allocation
• Euro Major M&A
• Oil, gas, and metals price volatility
• Accelerating innovation in power & renewables
#EnergySky
www.woodmac.com/blogs/the-ed...
• Geopolitics, global trade, and the energy transition
• Capital allocation
• Euro Major M&A
• Oil, gas, and metals price volatility
• Accelerating innovation in power & renewables
#EnergySky
www.woodmac.com/blogs/the-ed...