Global Energy Perspective 2026

These are unprecedented times for the global energy system.

The system is becoming more uncertain—not less. Energy demand is growing, AI is creating a new source of power demand, geopolitics is reshaping supply chains, and affordability and security have moved alongside decarbonization as defining considerations.

As a result, executives need to plan for a wider range of plausible futures.

While scenarios help executive teams understand the possible evolution of the global energy system, this insight needs to be translated into an organizational point of view on which future is most likely to unfold if executive teams are to avoid decision paralysis. Scenario planning, while critical, is not a substitute for strategic action.

The strategic imperative is therefore no longer a single bet on one energy future, but to build for multiple plausible futures and know the signposts that should trigger a change of course.

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