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S&P Global Energy Releases Key Clean Energy+ Trends for 2026 as AI Growth and Geopolitical Shifts Reshape Global Energy Markets

S&P Global Energy today released its Top Trends report identifying the pivotal developments shaping clean energy technology, sustainability and growth in global energy markets in 2026. The report was produced by analysts of its Horizons team, which provides comprehensive energy expansion and sustainability intelligence, from big picture trends to asset level insights.

articleS&p Global Inc.December 9, 20257/company/sandp-global-inc/news/sandp-global-energy-releases-key-clean-energy-trends-for-2026-as-ai-growth-and-geopolitical-shifts-reshape-global-energy-markets
S&P Global Energy Releases Key Clean Energy+ Trends for 2026 as AI Growth and Geopolitical Shifts Reshape Global Energy Markets

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[{"type":"text","content":"AI-driven power demand surge tests grid, sustainability limits while China consolidates cleantech leadership in transformative year for energy transition","length":153,"tagName":"p","attribs":{}},{"type":"text","content":"- Solar Installations Peak (for Now) –","length":38,"tagName":"p","attribs":{}},{"type":"text","content":"LONDON and NEW YORK and SINGAPORE, Dec. 9, 2025 /PRNewswire/ -- S&P Global Energy today released its Top Trends report identifying the pivotal developments shaping clean energy technology, sustainability and growth in global energy markets in 2026. The report was produced by analysts of its Horizons team, which provides comprehensive energy expansion and sustainability intelligence, from big picture trends to asset level insights.","length":438,"tagName":"p"},{"type":"image","alt":"S&P Global Energy (PRNewsfoto/S&P Global)","displaySize":"","headline":null,"caption":"S&P Global Energy (PRNewsfoto/S&P Global)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":192,"url":"https://media.zenfs.com/en/prnewswire.com/4415f0a13430b009065330991dedda85"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/uhu3qWKjSpjnhTJq9fY3zQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTMzODtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/4415f0a13430b009065330991dedda85","width":400,"height":192}},"href":"https://mma.prnewswire.com/media/2823408/spg_logo_energy_rgb_fullcolor_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":""In 2026, AI's surging power demand growth will be testing grid limits, revenue models and sustainability goals," said Eduard Sala de Vedruna, Vice President and Head of Research, Horizons, S&P Global Energy. "The pace of progress will depend on unlocking new capacity and flexibility, with grid modernization a key constraint on energy security and competitiveness."","length":400,"tagName":"p"},{"type":"text","content":"S&P Global Energy Horizons Top Trends for 2026—tackling themes from AI's rapid growth, geopolitical realignments, and mounting climate risks—highlight how energy expansion and sustainability are necessarily interlinked.","length":227,"tagName":"p"},{"type":"text","content":""The interplay of AI-driven demand, grid bottlenecks, evolving procurement strategies, and rising climate risks hi...

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Global EnergyHorizonssustainability goalsS&PGlobal HeadGWclimate risksChinaenergy securityclean energy technologysustainability