Data centers, EVs, and storms put the Texas grid to the test. Photo courtesy UH.

Texas has spent the past five years racing to strengthen its electric grid after Winter Storm Uri exposed just how vulnerable it was. Billions have gone into new transmission lines, grid hardening, and a surge of renewables and batteries. Those moves have made a difference, we haven’t seen another systemwide blackout like Uri, but the question now isn’t what’s been done, it’s whether Texas can keep up with what’s coming.

Massive data centers, electric vehicles, and industrial projects are driving electricity demand to unprecedented levels. NERC recently boosted its 10-year load forecast for Texas by more than 60%. McKinsey projects that U.S. electricity demand will rise roughly 40% by 2030 and double by 2050, with data centers alone accounting for as much as 11-12% of total U.S. electricity demand by 2030, up from about 4% today. Texas, already the top destination for new data centers, will feel that surge at a greater scale.

While the challenges ahead are massive and there will undoubtedly be bumps in the road (some probably big), we have an engaged Texas legislature, capable regulatory bodies, active non-profits, pragmatic industry groups, and the best energy minds in the world working together to make a market-based system work. I am optimistic Texas will find a way.

Why Texas Faces a Unique Grid Challenge

About 90% of Texas is served by a single, independent grid operated by ERCOT, rather than being connected to the two large interstate grids that cover the rest of the country. This structure allows ERCOT to avoid federal oversight of its market design, although it still must comply with FERC reliability standards. The trade-off is limited access to power from neighboring states during emergencies, leaving Texas to rely almost entirely on in-state generation and reserves when extreme weather hits.

ERCOT’s market design is also different. It’s an “energy-only” market, meaning generators are paid for electricity sold, not for keeping capacity available. While that lowers prices in normal times, it also makes it harder to finance backup, dispatchable generation like natural gas and batteries needed when the wind isn’t blowing or the sun isn’t shining.

The Risks Mounting

In Texas, solar and wind power supply a significant percentage of electricity to the grid. As Julie Cohn, a nonresident scholar at the Baker Institute, explains, these inverter‑based resources “connect through power electronics, which means they don’t provide the same physical signals to the grid that traditional generators do.” The Odessa incidents, where solar farms tripped offline during minor grid disturbances, showed how fragile parts of this evolving grid can be. “Fortunately, it didn’t result in customer outages, and it was a clear signal that Texas has the opportunity to lead in solving this challenge.”

Extreme weather adds more pressure while the grid is trying to adapt to a surge in use. CES research manager Miaomiao Rimmer notes: “Hurricane frequencies haven't increased, but infrastructure and population in their paths have expanded dramatically. The same hurricane that hit 70 years ago would cause far more damage today because there’s simply more in harm’s way.”

Medlock: “Texas has made significant strides in the last 5 years, but there’s more work to be done.”

Ken Medlock, Senior Director of the Center for Energy Studies at Rice University’s Baker Institute, argues that Texas’s problem isn’t a lack of solutions; it’s how quickly those solutions are implemented. He stresses that during the January 2024 cold snap, natural gas kept the grid stable, proving that “any system configuration with sufficient, dispatchable generation capacity would have kept the lights on.” Yet ERCOT load has exceeded dispatchable capacity with growing frequency since 2018, raising the stakes for future reliability.

Ken notes: “ERCOT has a substantial portfolio of options, including investment in dispatchable generation, storage near industrial users, transmission expansion, and siting generation closer to load centers. But allowing structural risks to reliability that can be avoided at a reasonable cost is unacceptable. Appropriate market design and sufficient regulatory oversight are critical.” He emphasizes that reliability must be explicitly priced into ERCOT’s market so backup resources can be built and maintained profitably. These resources, whether natural gas, nuclear, or batteries, cannot remain afterthoughts if Texas wants a stable grid.

Building a More Reliable Grid

For Texas to keep pace with rising demand and withstand severe weather, it must act decisively on multiple fronts, strengthening its grid while building for long-term growth.

  • Coordinated Planning: Align regulators, utilities, and market players to plan decades ahead, not just for next summer.
  • Balancing Clean and Reliable Power: Match renewable growth with flexible, dispatchable generation that can deliver power on demand.
  • Fixing Local Weak Spots: Harden distribution networks, where most outages occur, rather than focusing only on large-scale generation.
  • Market Reform and Technology Investment: Price reliability fairly and support R&D to make renewables strengthen, not destabilize, the grid.

In Conclusion

While Texas has undeniably improved its grid since Winter Storm Uri, surging electricity demand and intensifying weather mean the work is far from over. Unlike other states, ERCOT can’t rely on its neighbors for backup power, and its market structure makes new dispatchable resources harder to build. Decisive leadership, investment, and reforms will be needed to ensure Texas can keep the lights on.

It probably won’t be a smooth journey, but my sense is that Texas will solve these problems and do something spectacular. It will deliver more power with fewer emissions, faster than skeptics believe, and surprise us all.

-----------

Scott Nyquist is a senior advisor at McKinsey & Company and vice chairman, Houston Energy Transition Initiative of the Greater Houston Partnership. The views expressed herein are Nyquist's own and not those of McKinsey & Company or of the Greater Houston Partnership. This article originally appeared on LinkedIn.

Hobby Airport's new solar canopy is operating at 100% capacity. Photo courtesy Houston Airports.

Hobby debuts solar canopy as airport system reaches new sustainability milestone

solar solutions

Houston's William P. Hobby Airport is generating its own clean energy.

Houston Airports announced that Hobby's red garage is now home to a "solar canopy" that is producing energy at 100 percent capacity to power daily operations. The photovoltaic (PV) solar system generated more than 1.1 gigawatt-hours of electricity in testing, and is expected to produce up to 1 megawatt-hour now that it's operating at full power.

“This project is proof that sustainability can be practical, visible and directly tied to the passenger experience,” Jim Szczesniak, director of aviation for Houston Airports, said in a news release. “Passengers now park under a structure that shields their cars from the Texas sun while generating clean energy that keeps airport operations running efficiently, lowering overall peak demand electrical costs during the day and our carbon footprint. It’s a win for travelers, the city and the planet.”

The project was completed by Texas A&M Engineering Experiment Station (TEES) and CenterPoint Energy. It's part of Houston Airport's efforts to reduce carbon emissions by 40 percent over its 2019 baseline.

In a separate announcement, the airport system also shared that it recently reached Level 3 in the Airports Council International (ACI) Airport Carbon Accreditation program after reducing emissions by 19 percent in three years. This includes reductions at George Bush Intercontinental Airport (IAH), Hobby and Ellington Airport/Houston Spaceport.

The reductions have come from initiatives such as adding electric vehicles to airport fleets, upgrading airfield lighting with LED bulbs, adding smarter power systems to terminals, and improving IAH's central utility plant with more efficient equipment. Additionally, the expansion to Hobby's West Concourse and renovations at IAH Terminal B incorporate cleaner equipment and technology.

According to Houston Airports, from 2019 to 2023:

  • IAH reduced emissions by 17 percent
  • Hobby reduced emissions by 32 percent
  • Ellington Airport reduced emissions by 4 percent

"I see firsthand how vital it is to link infrastructure with sustainability,” Houston City Council Member Twila Carter, chair of the council’s Resilience Committee, said in the release. “Reducing carbon emissions at our airports isn’t just about cleaner travel — it’s about smarter planning, safer communities and building a Houston that can thrive for generations to come.”

MP Materials gets a boost from Apple and Defense Department investments. Courtesy photo

America's only rare earth producer announces $500M agreement with Apple

Digging In

MP Materials, which runs the only American rare earths mine, announced a new $500 million agreement with tech giant Apple on Tuesday to produce more of the powerful magnets used in iPhones as well as other high-tech products like electric vehicles.

This news comes on the heels of last week’s announcement that the U.S. Defense Department agreed to invest $400 million in shares of the Las Vegas-based company. That will make the government the largest shareholder in MP Materials and help increase magnet production.

Despite their name, the 17 rare earth elements aren’t actually rare, but it’s hard to find them in a high enough concentration to make a mine worth the investment.

They are important ingredients in everything from smartphones and submarines to EVs and fighter jets, and it's those military applications that have made rare earths a key concern in ongoing U.S. trade talks. That's because China dominates the market and imposed new limits on exports after President Donald Trump announced his widespread tariffs. When shipments dried up, the two sides sat down in London.

The agreement with Apple will allow MP Materials to further expand its new factory in Texas to use recycled materials to produce the magnets that make iPhones vibrate. The company expects to start producing magnets for GM's electric vehicles later this year and this agreement will let it start producing magnets for Apple in 2027.

The Apple agreement represents a sliver of the company's pledge to invest $500 billion domestically during the Trump administration. And although the deal will provide a significant boost for MP Materials, the agreement with the Defense Department may be even more meaningful.

Neha Mukherjee, a rare earths analyst with Benchmark Mineral Intelligence, said in a research note that the Pentagon's 10-year promise to guarantee a minimum price for the key elements of neodymium and praseodymium will guarantee stable revenue for MP Minerals and protect it from potential price cuts by Chinese producers that are subsidized by their government.

“This is the kind of long-term commitment needed to reshape global rare earth supply chains," Mukherjee said.

Trump has made it a priority to try to reduce American reliance on China for rare earths. His administration is both helping MP Materials and trying to encourage the development of new mines that would take years to come to fruition. China has agreed to issue some permits for rare earth exports but not for military uses, and much uncertainty remains about their supply. The fear is that the trade war between the world’s two biggest economies could lead to a critical shortage of rare earth elements that could disrupt production of a variety of products. MP Materials can't satisfy all of the U.S. demand from its Mountain Pass mine in California’s Mojave Desert.

The deals by MP Materials come as Beijing and Washington have agreed to walk back on their non-tariff measures: China is to grant export permits for rare earth magnets to the U.S., and the U.S. is easing export controls on chip design software and jet engines. The truce is intended to ease tensions and prevent any catastrophic fall-off in bilateral relations, but is unlikely to address fundamental differences as both governments take steps to reduce dependency on each other.

Musk has said Tesla will hold a shareholder meeting in November. Photo via Getty Images

Tesla announces annual meeting under pressure from shareholders

Tesla Talk

Tesla has scheduled an annual shareholder meeting for November, one day after it came under pressure from major shareholders to do so.

Billionaire Elon Musk's company said in a regulatory filing on Thursday that the meeting would be held Nov. 6, but that may prove troublesome because it comes nearly three months after it is required to do so under state law in Texas, where the company is incorporated.

The annual meeting, given Tesla's fortunes this year, has the potential to be a raucous event and it is unclear how investors will react to the delay, which is rare for any major U.S. corporation.

Tesla shares have plunged 27% this year, largely due to blowback over Musk's affiliation with President Donald Trump, as well as rising competition.

The announcement of the meeting comes a day after a group of more than 20 Tesla shareholders sent a letter to the company's board pressing for an annual meeting after receiving no word of one with the deadline just days away.

Many shareholders have been miffed by Musk's participation in the Trump administration this year, saying he needs to focus on his EV company which is facing extraordinary pressures.

“An annual meeting provides shareholders with the opportunity to hear directly from the board about these concerns, and to vote for or against directors, the board’s approach to executive compensation, and other matters of material importance,” the group said in the letter.

The group cited Texas law, which requires companies to schedule annual shareholders meetings within 13 months of the prior annual meeting.

Tesla’s last shareholders meeting was on June 13 of last year, where investors voted to restore Musk’s record $44.9 billion pay package that was thrown out by a Delaware judge earlier that year.

Also on Thursday, Musk that the Grok chatbot will be heading to Tesla vehicles.

“Grok is coming to Tesla vehicles very soon. Next week at the latest,” Musk said on social media platform X, in response to a post stating that Grok implementation on Teslas wasn't announced on a Grok livestream Wednesday.

Grok was developed by Musk’s artificial intelligence company xAI and pitched as an alternative to “woke AI” interactions from rival chatbots like Google’s Gemini, or OpenAI’s ChatGPT.

Shares of Tesla rose 3% at the opening bell after tumbling this week when the feud between Trump and Musk heated up again.

Chevron U.S.A. has acquired 125,000 acres in Northeast Texas and southwest Arkansas that contain a high amount of lithium. Photo via Getty Images.

Chevron enters lithium market with Texas land acquisition

to market

Chevron U.S.A., a subsidiary of Houston-based energy company Chevron, has taken its first big step toward establishing a commercial-scale lithium business.

Chevron acquired leaseholds totaling about 125,000 acres in Northeast Texas and southwest Arkansas from TerraVolta Resources and East Texas Natural Resources. The acreage contains a high amount of lithium, which Chevron plans to extract from brines produced from the subsurface.

Lithium-ion batteries are used in an array of technologies, such as smartwatches, e-bikes, pacemakers, and batteries for electric vehicles, according to Chevron. The International Energy Agency estimates lithium demand could grow more than 400 percent by 2040.

“This acquisition represents a strategic investment to support energy manufacturing and expand U.S.-based critical mineral supplies,” Jeff Gustavson, president of Chevron New Energies, said in a news release. “Establishing domestic and resilient lithium supply chains is essential not only to maintaining U.S. energy leadership but also to meeting the growing demand from customers.”

Rania Yacoub, corporate business development manager at Chevron New Energies, said that amid heightening demand, lithium is “one of the world’s most sought-after natural resources.”

“Chevron is looking to help meet that demand and drive U.S. energy competitiveness by sourcing lithium domestically,” Yacoub said.

Texas falls among the middle of the pack when it comes to EV adoption, according to a new report. Photo via Unsplash

Texas drivers continue to pump the brakes on EVs, shows new report

EV adoption

Even though Texas is home to Tesla, a major manufacturer of electric vehicles, motorists in the Lone Star State aren’t in the fast lane when it comes to getting behind the wheel of an EV.

U.S. Department of Energy data compiled by Visual Capitalist shows Texas has 689.9 EV registrations per 100,000 people, putting it in 20th place for EV adoption among the 50 states and the District of Columbia. A report released in 2023 by the University of Houston and Texas Southern University found that a little over 5 percent of Texans drove EVs.

California leads all states for EV adoption, with 3,025.6 registrations per 100,000 people, according to Visual Capitalist. In second place is Washington, with an EV adoption rate of 1,805.4 per 100,000.

A recent survey by AAA revealed lingering reluctance among Americans to drive all-electric vehicles.

In the survey, just 16 percent of U.S. adults reported being “very likely” or “likely” to buy an all-electric vehicle as their next car. That’s the lowest level of interest in EVs recorded by AAA since 1999. The share of consumers indicating they’d be “very unlikely” or “unlikely” to buy an EV rose to 63 percent, the highest level since 2022.

Factors cited by EV critics included:

  • High cost to repair batteries (62 percent).
  • High purchase price (59 percent).
  • Ineffective transportation for long-distance travel (57 percent).
  • Lack of convenient public charging stations (56 percent).
  • Fear of battery running out of power while driving (55 percent).

“Since AAA began tracking consumer interest in fully electric vehicles, we’ve observed fluctuations in enthusiasm,” said Doug Shupe, corporate communications manager for AAA Texas. “While automakers continue investing in electrification and expanding EV offerings, many drivers still express hesitation — often tied to concerns about cost, range, and charging infrastructure.”

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Houston scientists' breakthrough moves superconductivity closer to real-world use

energy breakthrough

University of Houston researchers have set a new benchmark in the field of superconductivity.

Researchers from the UH physics department and the Texas Center for Superconductivity (TcSUH) have broken the transition temperature record for superconductivity at ambient pressure. The accomplishment could lead to more efficient ways to generate, transmit and store energy, which researchers believe could improve power grids, medical technologies and energy systems by enabling electricity to flow without resistance, according to a release from UH.

To break the record, UH researchers achieved a transition temperature 151 Kelvin, which is the highest ever recorded at ambient pressure since the discovery of superconductivity in 1911.

The transition temperature represents the point just before a material becomes superconducting, where electricity can flow through it without resistance. Scientists have been working for decades to push transition temperature closer to room temperature, which would make superconducting technologies more practical and affordable.

Currently, most superconductors must be cooled to extremely low temperatures, making them more expensive and difficult to operate.

UH physicists Ching-Wu Chu and Liangzi Deng published the research in the Proceedings of the National Academy of Sciences earlier this month. It was funded by Intellectual Ventures and the state of Texas via TcSUH and other foundations. Chu, founding director and chief scientist at TcSUH, previously made the breakthrough discovery that the material YBCO reaches superconductivity at minus 93 K in 1987. This helped begin a global competition to develop high-temperature superconductors.

“Transmitting electricity in the grid loses about 8% of the electricity,” Chu, who’s also a professor of physics at UH and the paper’s senior author, said in a news release. “If we conserve that energy, that’s billions of dollars of savings and it also saves us lots of effort and reduces environmental impacts.”

Chu and his team used a technique known as pressure quenching, which has been adapted from techniques used to create diamonds. With pressure quenching, researchers first apply intense pressure to the material to enhance its superconducting properties and raise its transition temperature.

Next, researchers are targeting ambient-pressure, room-temperature superconductivity of around 300 K. In a companion PNAS paper, Chu and Deng point to pressure quenching as a promising approach to help bridge the gap between current results and that goal.

“Room-temperature superconductivity has been seen as a ‘holy grail’ by scientists for over a century,” Rohit Prasankumar, director of superconductivity research at Intellectual Ventures, said in the release. “The UH team’s result shows that this goal is closer than ever before. However, the distance between the new record set in this study and room temperature is still about 140 C. Closing this gap will require concerted, intentional efforts by the broader scientific community, including materials scientists, chemists, and engineers, as well as physicists.”

Energy expert: What record heat and extended summers mean for Texans

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Earth’s third-warmest year on record occurred in 2025, reinforcing a decades-long pattern of rising global temperatures. This warming trend is increasingly reflected in regional weather patterns across the United States, particularly in Texas, where hotter summers, prolonged droughts, and heavier rainfall events are becoming more common.

A 2024 report from Texas A&M University highlights how these shifts are already reshaping weather conditions across the Lone Star State. The assessment analyzes climate and weather data from 1900 through 2023 and projects likely trends through 2036.

Its findings suggest that extreme weather in Texas is not only increasing but also becoming more hazardous for communities, infrastructure, and the economy.

A Rise in Extreme Heat
One of the most dramatic changes is the increasing frequency of extreme heat events. Summer temperatures in Texas have climbed back to levels not seen since the early 20th century, and projections suggest they will exceed those historic highs within the next decade.

Triple-digit temperatures are becoming far more common. In the 1970s and 1980s, most parts of Texas experienced relatively few days above 100°F in a typical year. By 2036, those days are expected to occur about four times as often, especially across North, Central, and West Texas.

Houston reflects that broader trend. Five of the 10 years with the most 100-degree days on record in the city have occurred since 2000, according to records dating back to the late 1880s.

The summer of 2023 was Houston’s hottest on record, surpassing even the historic heat of 2011. While short-term cold snaps still occur, climate data suggests extreme summer heat will become more frequent in the years ahead.

Heat waves are also starting earlier in the year and lasting longer. As of 2024, the average length of heat-wave season in the United States has increased by 46 days since the 1960s. Their frequency has also increased steadily, rising from an average of two heat waves per year in the 1960s to about six per year in the 2010s and 2020s.

Energy Grid Strain
Heat waves occurring earlier in the year and more intensely place increasing pressure on the state’s electricity system. When temperatures spike early in the summer, households and businesses simultaneously increase air-conditioning use, pushing electricity demand close to record levels.

In recent summers, record-breaking electricity demand has repeatedly tested grid capacity. Energy experts warn that if heat extremes continue to intensify, maintaining grid reliability will require expanded generation capacity, improved energy efficiency, and greater integration of renewable energy and battery storage. Fortunately, Texas has already made strides in these areas of concern.

Texas continues to lead the nation in clean energy adoption and grid modernization, particularly in wind and solar power. With more than 40,000 megawatts (MW) of wind capacity, the state ranks first in the country in wind-powered electricity generation, supplying up to 35% when blowing and as low as 0%. Much of this growth was driven by the state’s Renewable Portfolio Standard (RPS), which requires utility companies to develop renewable energy in proportion to their market share. The policy originally set a goal of generating 10,000 MW of renewable capacity by 2025, but Texas surpassed this target years ahead of schedule due to rapid investment and expansion.

Solar energy is also growing quickly. Texas has officially overtaken California as the country’s. leader in utility-scale solar, according to recently released data from the U.S. Energy Information Administration. With over 37 GW of capacity, Texas now leads in new solar installations, supported by large-scale solar farm development and favorable policies that continue to diversify the state’s energy mix.

To build a more resilient and cost-effective power system, Texas is working to integrate wind and solar generation while strengthening grid reliability. Efforts include regulatory reforms, mandates for improved power infrastructure, and the deployment of renewable energy storage solutions. A recent report from the Solar Energy Industries Association indicates that Texas is on track to surpass California this year as the nation’s leader in energy storage capacity, driven largely by the rapid growth of battery storage facilities across the state. Alongside renewable expansion, the state also added 3,410 MW of natural gas–fueled power in 2024 to support growing electricity demand.

Economic Consequences
Extreme heat also has measurable economic impacts. For every 1-degree increase in the average summer temperature, Texas’ annual nominal GDP growth rate slows by about 0.4 percentage points. Because Texas already experiences hotter summers than most of the country, rising temperatures affect the state’s economic growth about twice as much as they do in the rest of the United States. Additional warming compounds the strain on productivity, infrastructure, and energy costs.

Some industries are more sensitive to heat than others. Construction, agriculture, manufacturing, and outdoor services often experience productivity losses during prolonged heat waves.

The effects were already visible during the record-breaking summer of 2023, when cities such as Houston, Dallas, and El Paso experienced prolonged stretches of triple-digit temperatures. Surveys conducted by the Federal Reserve Bank of Dallas found that roughly one-quarter of businesses responding to the Texas Business Outlook Surveys reported reduced revenue or production because of the heat.

The hardest-hit sector was leisure and hospitality, where outdoor activities and tourism often decline during extreme temperatures. However, businesses across manufacturing, retail, and services also reported disruptions.

Environmental and Infrastructure Stress
In addition to heat, there are growing risks related to drought, wildfire conditions, and urban flooding.

Extended heat waves tend to worsen drought conditions by increasing evaporation and reducing soil moisture. Lower water levels in lakes and reservoirs can lead to water restrictions for cities and agricultural producers, especially in regions that rely heavily on surface water supplies.

Dry conditions also increase the likelihood of wildfires, particularly across West Texas and the Hill Country. Strong winds, dry vegetation, and extreme heat can quickly turn small fires into fast-moving blazes that threaten homes, infrastructure, and ecosystems.

At the same time, Texas is experiencing an increase in severe rainfall events, which can overwhelm drainage systems in rapidly growing urban areas. Cities with large amounts of pavement and development are especially vulnerable to flash flooding when heavy rain falls in short bursts.

Along the Gulf Coast, rising sea levels are adding another layer of risk. Communities near Galveston Bay and other low-lying coastal areas face increasing threats from storm surge and high-tide flooding.

Preparing for a Hotter Future
Climate experts emphasize that over the next decade, Texans are likely to face more frequent heat waves, higher energy demand, and greater environmental stress.

Adapting to these changes will require a range of responses, including strengthening infrastructure, expanding water management strategies, improving urban planning, and enhancing emergency preparedness for extreme heat and flooding.

While the challenges are significant, understanding these trends now gives policymakers, businesses, and communities time to prepare. As the state’s population and economy continue to grow, resilience to extreme weather is an increasingly important priority for Texas in the years ahead.

———

Sam Luna is director at BKV Energy, where he oversees brand and go-to-market strategy, customer experience, marketing execution, and more.

Woodside Energy names new CEO with sustainability focus

new leader

Woodside Energy has officially named Elizabeth Westcott as its new managing director and CEO.

Westcott has served as the company's acting CEO since Meg O'Neill stepped down in December 2025. Woodside is headquartered in Australia with its global operations based in Houston.

Before joining Woodside as executive vice president of Australian Operations in 2023, Westcott served as COO at EnergyAustralia. She has also held leadership roles at ExxonMobil and Adriatic LNG.

At Woodside, she has overseen the $12.5 Scarborough Energy Project, which the company says is expected to be one of the lowest-carbon-intensity sources of LNG, as well as other major projects and initiatives.

“My focus as CEO is on sustainable value creation for Woodside shareholders, operational excellence and disciplined execution of our growth projects," Westcott said in a news release. “I look forward to working closely with the Board and Woodside’s strong leadership team to continue building a leading global energy company that delivers long-term value for shareholders, underpinned by a consistent focus on sustainability and high performance.”

Woodside Chair Richard Goyder added that Westcott was the top choice for the role.

“Liz’s proven track record of outstanding strategic leadership and disciplined delivery distinguished her as the Board’s top candidate for this role," Goyder said. “Liz’s extensive industry experience and strategic vision will be invaluable in leading Woodside at this significant moment in its history.”

Earlier this month, Westcott spoke on how sustainability is a priority for Woodside.

"Put simply, sustainable business is good business ... Because strong sustainability performance is not only the right thing to do. It also drives long-term value by helping to de-risk our business, secure future opportunities and support a compelling value proposition for investors," she said in her 2026 sustainability briefing.

Westcott called attention to the company's Beaumont New Ammonia project. The company acquired the Texas-based clean ammonia project in 204 for $2.35 billion. Production of lower‑carbon ammonia was initially expected sometime this year, but Westcott shared that delivery has been pushed back due to construction delays.

Read Westcott's full suitability briefing here.