SP Global Energy 2026年全球能源与可持续发展关键趋势预测报告.pdfVIP

Horizons

Horizons

TopTrends2026

AIgrowthandgeoeconomic

shiftsincleantechmarkets

confirmthatenergyexpansion

andsustainabilityarelinked

imperatives

10December2025

Credits

Authors:

RomanKramarchuk

Francescod’Avack

Contributors:

BrianMurphy,BrunoBrunetti,ChristophBerg,ConwayIrwin,EdurneZoco,JeffMeyer,KellyMorgan,KevinBirn,

MattMacfarland,SamWilkinson,AnnaMosby,InaChirita,CormacGilligan,TyyraLinko

Design:ContentDesign

©SPGlobalInc.Allrightsreserved.2025

SPGlobalEnergyHorizonsHorizonsTopTrends2026December2025

Contents

Introduction3

AIgrowthtests4

Solargrowthpeaks6

Gridinfrastructurekey8

HybridPPAsrise10

China’sgreenH212

SAFgrowsup14

GlobalEVsalessurge16

Aligningcarbonstandards18

Energygeopoliticsevolve19

Adaptationgap20

What’snext?22

©SPGlobalInc.Allrightsreserved.2025

HorizonsIntroductionHorizonsTopTrends2026December2025

Introduction

Profoundgeopoliticalshiftsandstrategic

repositioningincomplex,interconnectedenergy

andsustainabilityecosystemswillshapeenergy

marketsin2026.

TheUSischartingitsowncourse,drivenbyrapidAIgrowthand

evolvingenergypriorities.Europeisworkingtoreconcilediverse

objectives,whileChinaconsolidatesitscleantechleaders