Our Scans · (LF.7) Affordable and Clean Energy · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 7: Ensure access to affordable, reliable, sustainable and modern energy for all.

• [New] Between 2025 and 2050, global energy consumption rises by 17% under Current Trends, with a nearly nine-fold increase in wind and solar. MIT News | Massachusetts Institute of Technology
• [New] Achieving long-term climate stabilization goals will require more ambitious policy measures that reduce fossil-fuel dependence and accelerate the energy transition toward low-carbon sources in all regions of the world. MIT News | Massachusetts Institute of Technology
• [New] MIT researchers found a way to predict how efficiently materials can transport protons in clean energy devices and other advanced technologies. MIT News | Massachusetts Institute of Technology
• [New] Global consumption of fossil fuels will decline but it will be a long process that occurs at varying speeds across different countries and industries, depending on the commercial viability and availability of replacement energy resources. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• [New] Globally, solar will overtake gas generation in 2033 and coal one year later, with renewables' share of the energy mix rising to 50% by 2050. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• [New] China, Europe and the US will account for 70% of energy transition capital expenditure by 2040, with relatively low investment levels in much of the rest of the world. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• [New] NuScale remains central to broader small modular reactor and energy transition themes, which could support premium valuation multiples if deployment milestones are met. Simply Wall St
• [New] The potential to transform global energy production is immense, offering a sustainable and efficient alternative to traditional power sources. Energy Reporters
• [New] The substantial financial backing underscores the potential of microreactors in addressing global energy needs efficiently. Energy Reporters
• [New] The success of Radiant Nuclear could signal a new era in nuclear energy, where microreactors play a pivotal role in addressing global energy challenges. Energy Reporters
• [New] A deal with Equinix, a major data center operator, will see Radiant provide dozens of reactors to meet the growing energy needs of data-intensive industries. / USA Energy Reporters
• [New] Dongfeng Motor is aiming for mass production by the end of 2026 with an energy density of around 350 Wh / kg that has the potential to push electric vehicle range to penetrate 1,000 km. VOI.ID
• [New] In total, utilities owned by WEC Energy Group will likely have $1 billion in recently retired assets by the end of 2026. Wisconsin Examiner
• [New] Renewables such as solar and wind could supply 75% of global energy demand if we invest on a large scale. valorinternational
• [New] Energy outlooks toward 2035 indicate that global renewable energy capacity could triple, while transmission and distribution infrastructure would need to double to keep pace with electrification, storage deployment and new demand patterns. Strategic Energy Europe
• [New] The International Energy Agency created a Net Zero by 2050 roadmap that calls for nearly 90% of global electricity generation to come from renewable, distributed sources, with solar photovoltaic (PV) and wind accounting for almost 70%. IEEE Spectrum
• [New] In 2026, intelligent process electrification and energy technologies will become a strategic priority for manufacturers seeking to cut emissions and control energy costs. The Manufacturer
• [New] Earth's continental crust could contain enough hydrogen to meet current global energy needs for more than 170,000 years. Chemical Industry Digest
• MIT researchers have developed a new fabrication method that could enable the production of more energy efficient electronics by stacking multiple functional components on top of one existing circuit. MIT News | Massachusetts Institute of Technology
• Global nuclear energy capacity could potentially double by 2050, reaching between 561 GW and 992 GW. Energies Media
• The latest Short-Term Energy Outlook from the EIA presents a materially looser global oil landscape heading into 2026, driven by persistent non-OPEC supply strength and softer regional demand expectations. aegis-hedging.com

Last updated: 22 December 2025