It promises to be a fascinating year in energy in 2026 as we will find out which industries and trends will prosper or stall, as economic pressures bite and decarbonisation accelerates in some markets and splinters in others.
This article incorporates insights from S&P Global’s Energy Horizons top trends, which includes forecasts for policy, technology and green molecules, as well as references to our online coverage of key developments over the last year.
Profound geopolitical splits
The US is charting its own course, driven by rapid AI growth and placing more emphasis on fossil fuels and LNG over cleantech. Europe is working to reconcile diverse objectives, while China is consolidating its cleantech leadership and seeking to draw global markets closer.
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