Akif Chaudhry
Director, Corporate Research
Akif Chaudhry
Director, Corporate Research
Akif focuses on strategy, benchmarking and valuation analysis related to power and renewables within company portfolios.
Latest articles by Akif
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The Edge
Renewable developers change tack
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Opinion
Elevated subsidies enable offshore wind to end 2023 on a high note
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Featured
Mixed signals for power and renewables in 2023
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Opinion
Big Oil set to cash in on the trillion-dollar offshore wind prize
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Featured
Power and renewables companies face merging headwinds in 2022 | 2022 Outlook
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Opinion
Natural gas: friend or foe in Europe’s 2030 emissions target?
Global corporate power and renewables: 5 things to look for in 2026
After a challenging 2025, the next twelve months will be pivotal for leading international power and renewables companies. Regulatory uncertainty, grid bottlenecks, and persistent cost pressures continue to test the sector. But new opportunities are emerging.
Burgeoning demand for grid flexibility in Europe and hyperscaler-driven power demand growth in the US will reshape corporate strategies. Business models will polarise further, fundamentally altering capital allocation and strategic positioning across the industry.
How will companies navigate this transformation while protecting balance sheets and credit ratings? What role will strategic partnerships and asset rotation play? And where will the growth opportunities emerge?
Our global team of experts have analysed corporate strategies across leading power and renewables players, to deliver our comprehensive annual outlook.
Key themes that will define corporate power & renewables in 2026 include:
- Strategic contrast: Business model differentiation becomes more pronounced across networks-centric, large low-carbon, integrated platform, and US gas-focused approaches
- Flexibility premium: Companies race to capitalise on market volatility through gas-fired power and battery storage investments
- Offshore wind reset: Focus shifts to tenders driving next-decade growth as developers maintain laser-sharp focus on value creation
- Financial discipline: Capital discipline and credit rating defence drive M&A activity, partnerships, and strategic asset rotation
- New growth vectors: Innovative approaches to monetise legacy assets and unlock large-load opportunities with hyperscalers
To read our analysis of these themes and their global impact, fill in the form on this page for your complimentary copy of Corporate power & renewables: 5 things to look for in 2026.
Plus, explore regional insights with this series of complimentary regional reports from our experts, who have drawn on unique insights from Wood Mackenzie Lens Power & Renewables:
