Energy Outlook Points of 2026 to surging global electricity demand driven by data centers, EVs, and industry, alongside continued renewable growth (solar/wind), especially in Asia. Traditional fuels remain key, but expect rising non- OECD demand, volatile oil prices (potentially lower in early 2026), and significant focus on grid upgrades, supply chain resilience, and navigating energy transition uncertainties. India's demand growth will be high, boosting solar/wind, while the US sees major growth from data centers. Key Themes for 2026Strong Electricity Demand:- Global electricity use is set to hit new highs, with much growth from data centers, EVs, and industrial electrification, requiring grid expansion.Renewable Energy Expansion:- Solar and wind will continue rapid growth, particularly in India, as nations push decarbonization targets.

Energy Outlook Points of 2026 to surging global electricity demand driven by data centers, EVs, and industry, alongside continued renewable growth (solar/wind), especially in Asia. Traditional fuels remain key, but expect rising non- OECD demand, volatile oil prices (potentially lower in early 2026), and significant focus on grid upgrades, supply chain resilience, and navigating energy transition uncertainties. 
     India's demand growth will be high, boosting solar/wind, while the US sees major growth from data centers. 

Key Themes for 2026
Strong Electricity Demand:-
 Global electricity use is set to hit new highs, with much growth from data centers, EVs, and industrial electrification, requiring grid expansion.
Renewable Energy Expansion:-
 Solar and wind will continue rapid growth, particularly in India, as nations push decarbonization targets.
Fossil Fuels Remain Relevant: -
Coal and oil remain central, but oil prices face downward pressure from inventory builds, while non- OECD demand drives consumption growth.
India's Growing Role: -
India leads global demand growth, heavily investing in renewables and nuclear, with new carbon markets planned.
US Focus on Data Centers:-
 US electricity demand will rise faster than 2024, fueled by data centers.
Grid & Infrastructure Needs:-
 Power systems must adapt to accommodate new energy types and higher loads.
Supply Chain & Geopolitics: -
Companies adjust to disruptions, tariffs, and shifting sources, while policy stability becomes a key investor concern. 
Regional Snapshot
Asia (China & India): -
Key drivers of overall energy demand growth, with India rapidly scaling renewables.
United States: -
Significant demand surge from tech/data centers; falling gasoline/diesel prices expected.
Europe:-
 Moderate demand recovery as industry still catching up; strong push for renewables. 
Outlook Summary
 2026 is characterized by the dual challenge of meeting rapidly growing energy needs (especially electricity) and managing the complex, uncertain path of the energy transition, with renewables and digitalization at the forefront, but traditional fuels still holding sway. 
India is the world's 3rd largest consumer of electricity and the world's 4th largest renewable energy producer with 46.3% of energy capacity installed as of October 2024 (203.18 GW of 452.69 GW) coming from renewable sources.

MJF Lion ER YK Sharma 


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