Matthew Boyda

Husband, father of two boys, dog dad, and a curious mix of jock and nerd. Passionate about sports, science, clean energy, politics, and adventures on Saturday.

[Matthew Boyda @ATXCanadian]

AI load growth outpaces US grid expansion by 5 to 10 years. Collocation is just a stopgap. Expect severe power market price impacts and volatile basis spreads. How are you hedging this regulatory risk?

Discover the advantage: https://t.co/NGpmt0iKIc

[Matthew Boyda @ATXCanadian]

Europe's transition faces severe execution friction. Grid bottlenecks and security risks drive structural volatility in regional spark spreads. We map out these power market price impacts.

See the full picture: https://t.co/3uQpqlXt9A

[Matthew Boyda @ATXCanadian]

The US-Iran deal to reopen the Strait of Hormuz shifts crude volatility overnight. We break down the absolute trading implications, Argentina's shale potential, and the top 20 regions for data centre load growth.

See the full picture: https://t.co/4HrholNpd9

[Matthew Boyda @ATXCanadian]

China's domestic EV market has cooled to 2024 levels, reshaping supply-demand dynamics. Extended timelines for next-generation batteries shift the focus to ultra-fast charging load growth and hybrids. De-risk your exposure. See the full picture. https://t.co/mTCLxZAVTc

[Matthew Boyda @ATXCanadian]

Trading desks often mistake short-term shocks for permanent structural rewiring. Global LNG supply chains show immense resilience, shifting basis spreads rapidly. Are your risk models pricing this adaptability? See the full picture. https://t.co/MUOrq3SGpC

[Matthew Boyda @ATXCanadian]

European gas prices could double due to EU compliance bottlenecks, not supply shortages. Our modelling shows risks from US$8 to US$17 per thousand cubic feet. Are you pricing in this regulatory volatility? Hear the full analysis. https://t.co/VlwzJx9mgA

[Matthew Boyda @ATXCanadian]

The Iran war created a historic energy supply shock. Reopening the Strait of Hormuz will trigger intense volatility. @WoodMackenzie modelled three structural scenarios to help your desk navigate shifting price spreads. See the full picture:

https://t.co/ABvynhu2yv

[Matthew Boyda @ATXCanadian]

Cushing stocks are <2M bbls above the operational floor. If the hub seizes, standard price discovery breaks. @WoodMackenzie data maps tail-risk toward $200/bbl. Trading desks need physical visibility before the screen catches up. https://t.co/GsgSf5csYz $WTI #OOTT

[Matthew Boyda @ATXCanadian]

Strait of Hormuz bottlenecks strangle specific flows, while flexible producers capture massive price spreads. Look past the headlines. @WoodMackenzie maps the recovery trajectories and market winners on 16 June. See the full picture.

https://t.co/H38RP8CTAJ

[Matthew Boyda @ATXCanadian]

PJM and ERCOT face a structural test. Data centre growth requires natural gas, but high asset costs mean power market prices must rise sharply to incentivise plants. Traders must prepare for extreme volatility. See the full picture: https://t.co/OxpdkOynl8

[Matthew Boyda @ATXCanadian]

Falling capture prices reshaped solar risk overnight. Hear Isaac Garcia Moreno (BW ESS) map standalone storage strategies and PPA risk clauses at @WoodMackenzie European Power Investment Summit in London on 16-17 September. Discover the advantage.

https://t.co/hO1ElP63vp

[Matthew Boyda @ATXCanadian]

Ancillary services are saturating across Europe. Energy arbitrage is the new dominant value driver for utility-scale BESS. @WoodMackenzie expanded our revenue benchmarks to the Netherlands and Belgium to help you de-risk volatility. https://t.co/gTXqUrijFp

[Matthew Boyda @ATXCanadian]

AI load growth faces a five to 10 year grid bottleneck. This "speed to power" constraint is triggering sharp power market price impacts and volatile spreads. @WoodMackenzie looks at how trading desks can navigate this structural infrastructure squeeze.

https://t.co/MUOrq3SGpC

[Matthew Boyda @ATXCanadian]

Is Vaca Muerta the next Midland Basin? 🛢️

With 0.9 million boe/d and US$100B+ in investment, Argentina is altering market fundamentals. We forecast 1.6 million boe/d by 2035, reshaping global basis spreads and price volatility.

See the full picture: https://t.co/SdQaajSEQw

[Matthew Boyda @ATXCanadian]

91% of all new US grid capacity in Q1 2026 came from solar & storage. ⚡ This massive supply shift is rewriting power market price impacts & volatility curves. Are your trading strategies prepared for the basis spreads? See the data: https://t.co/zDQuBpvASQ

[Matthew Boyda @ATXCanadian]

Renewed volatility is shifting global gas markets. We brought together traders and strategists to expose the blind spots. Discover the advantage and read our “Trading in a new reality” session recap. https://t.co/2N4CvbsGkE

[Matthew Boyda @ATXCanadian]

Energy security is rewriting the hydrogen playbook. Higher gas prices alter the arbitrage for low carbon ammonia. We see policy support anchoring this market for 15 to 20 years. Map the structural volatility. Discover the advantage. https://t.co/6Iv4oCcJQz

[Matthew Boyda @ATXCanadian]

Is your power model ready for flat solar growth? Interconnection bottlenecks will cap annual US build through 2031. As data centre load surges, expect basis risk and volatility to spike. Master the market shift with our Q2 outlook. https://t.co/tDX1KyzlZY

[Matthew Boyda @ATXCanadian]

Generation costs are no longer the story. Grid constraints drive today's volatility. Infrastructure claims up to 80% of system investment. We equip you to look beyond capex and trade basis risk confidently. See the advantage: https://t.co/FzdIQFU1T7

[Matthew Boyda @ATXCanadian]

AI data center load alters grid fundamentals faster than legacy modelling predicts. We track 12 GW of new demand driving severe price volatility and widening spark spreads. We model these constraints so you can manage trading risk. https://t.co/Bdc8GcohYN