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From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026
Global momentum is slowing, but Europe and China may still hold the key to decarbonising hard-to-abate sectors
Five years after Uri, a brutal winter storm put US grid resilience to the test
Rising power bills, surging data centres and a rare alignment between Trump, governors and PJM on who should pay to keep the lights on.
Ten under-the-radar and headline-making moments that reshaped global energy in 2025
President Donald Trump last week put a spotlight on the issue of rising power prices. “I never want Americans to pay higher Electricity bills because of Data Centers,” he posted on his Truth Social platform. On Friday, his administration and the governors of 12 northern and eastern states responded to that call. The National Energy Dominance Council at the White House and a bipartisan group of…
Profound shifts are redefining the Southern Cone’s gas and power markets heading into 2025. Brazil’s free market and rising domestic output reshaped its gas balance, Argentina advanced toward LNG export hub status, Chile deepened regional ties through pipeline flows and Bolivia faced steep production declines while a new government set out a reform agenda to revive hydrocarbons. Regional power…
How will COP30 shape the next phase of the energy transition?
The AI revolution is changing the US power landscape
US renewables face a new test as tax credits end - can wind, solar and storage still thrive?
Why are US electricity bills still climbing and what’s driving prices even higher in the years ahead?
New national policies are needed to expand power investment.
Former allies Elon Musk and President Trump face off over controversial tax legislation, threatening the future of clean energy initiatives and electric vehicle adoption in the US
The Trump administration wants increased investment, but proposed legislation could undermine it.
Steep new US tariffs and global retaliation send shockwaves through energy markets - discover what it means for prices, demand and industry investment.
Discover how Trump's new environmental policies could reshape energy infrastructure and accelerate project approvals across the US.
Trump administration’s renewable energy restrictions could impact U.S. solar and wind projects, conflicting with efforts to boost electricity supply for AI data centers. Learn how policy shifts, tax credits, and grid challenges shape the future of clean energy.
Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.
Constellation commits to adding 1.1 GW of nuclear power by 2028
Learn about the updated 45V tax credit rules for low-carbon hydrogen production and their impact on green and blue hydrogen projects in the US. Discover how these changes affect energy policies and the future of hydrogen in global markets.
The impact of Chinese EVs, ambitious NOCs, the Saudi storage boom and more, as Wood Mackenzie analysts look ahead to next year
AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.
The COP29 climate talks began on Monday with climate finance at the top of the agenda. A meaningful deal would show the international effort to tackle climate change is still alive. Failure could further delay the transition to low-carbon energy.
Generators see big opportunities in the rise of AI. Politicians in the US have concerns about the impact on customers.
California and Texas increasingly rely on battery storage to balance their grids. As solar and wind power continue to grow, other states are likely to follow.
The big problem with EVs is that they are too expensive. Chinese manufacturers are solving that, and posing a growing threat to companies in the US, Europe and Japan. The pressure to protect domestic industries is growing.
US utilities plan to add gas-fired plants as power consumption rises. That will help support gas demand even as solar and wind grow rapidly.
After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.
The decision to cancel the first small modular reactor planned in the US is a blow to hopes of a new source of dispatchable low-carbon power.
China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?
Supply chain bottlenecks and rising interest rates threaten the viability of offshore wind projects. The policy response will be critical.
Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.
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