S&P Global Energy Horizons Top Trends 2026

S&P Global Energy warns that AI-driven power demand, geopolitics, and climate pressures are reshaping clean energy markets. Global datacenter electricity demand could surpass 2,200 TWh by 2030, straining grids and challenging corporate sustainability goals. China’s policy shifts have triggered the first annual decline in global solar additions, disrupting supply chains and financing assumptions. Meanwhile, grid modernization emerges as a critical factor for energy security, competitiveness, and the pace of decarbonization worldwide.
News Link
#SPGlobal #EnergyHorizons #AIpowerDemand #GridModernization #SolarSupplyChain #ChinaPolicyShift #Geopolitics #Decarbonization #EnergySecurity