Robert Clarke
Vice President, Upstream Research
Robert Clarke
Vice President, Upstream Research
Robert leads our US onshore research, with a particular focus on the evolution of the tight oil sector.
Latest articles by Robert
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Featured
Upstream-oil-gas-2026-outlook
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The Edge
US Lower 48 upstream: the US Majors’ long-term strategic advantage
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Opinion
Video | Tariff turmoil: how big a cost hit will US oil and gas operators take?
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
Global upstream update: oil supply questions and portfolio resets
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The Edge
Three factors driving US liquids production to new heights
Fraser McKay
Head of Upstream Analysis
Fraser McKay
Head of Upstream Analysis
As head of upstream research, Fraser maximises the quality and impact of our analysis of key global upstream themes.
Latest articles by Fraser
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Featured
Upstream-oil-gas-2026-outlook
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Opinion
Venezuela regime change: what it means for oil production, crude and product markets
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Opinion
The latest developments in global upstream
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Opinion
Global upstream update: diverging development strategies in Latin America, investment at risk in Africa, and Kazakhstan supply tensions explained
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Opinion
Is oil price volatility a threat to upstream production, investment and supply chains?
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Opinion
Global upstream update: UK fiscal changes and an Asia-Pacific licence bonanza
Ian Thom
Research Director, Upstream
Ian Thom
Research Director, Upstream
Ian brings 18 years of experience to his role as head of regional analysis for Europe, Russian, Caspian and Africa
Latest articles by Ian
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Featured
Upstream-oil-gas-2026-outlook
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Opinion
Video | Global upstream update: winter 2025
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Opinion
Revitalisation meets frontier exploration in West Africa’s twin-track energy future
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Opinion
Video | Lens Emissions: Africa’s oil – legacy fields vs low-carbon future
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Opinion
Namibia faces setback as Shell downgrades oil discoveries
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Featured
Upstream oil & gas regions 2025 outlook
Angus Rodger
Vice President, SME Upstream APAC & Middle East
Angus Rodger
Vice President, SME Upstream APAC & Middle East
Angus leads our benchmark analysis of global Pre-FID delays, and deep water developments.
Latest articles by Angus
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Featured
Upstream-oil-gas-2026-outlook
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Opinion
Can Andaman Sea resources avert Thailand’s gas crisis/crunch?
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The Edge
Why upstream companies might break their capital discipline rules
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
How to make upstream licensing work
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The Edge
What’s driving the upstream revival in Southeast Asia?
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:
