[New] Approximately 760,000 additional power and grid workers will be needed by 2030, including 207,000 specialized transmission and distribution roles that require three to four years of training to fill.
Fortune
[New] Transportation energy use would decrease from 27 quads in 2025 to between 21 and 25 quads in 2050, despite increasing travel demand as newer, more efficient powertrains make up a larger portion of on-road vehicles.
IER
[New] The geopolitical supply chain risk landscape in 2026 includes tariff uncertainty, trade tensions between major economies, cybersecurity attacks targeting logistics infrastructure, and energy security concerns.
smartworkbyai.com
[New] Mexico will launch new tenders for power generation and storage as it seeks to increase the share of renewables to 38% by 2030.
Industrial Info Resources
[New] China is expanding Hainan's role as a southern LNG storage and distribution hub, part of a wider effort to strengthen energy security and reduce exposure to maritime disruptions, including shocks tied to the Strait of Hormuz and Middle East supply routes.
Fault Lines
[New] JPMorgan projects energy storage will represent 30% of global lithium demand in 2026, rising to 36% by 2030.
Firstlinks
[New] Global shipments of battery energy storage systems increased by 75.5%, reaching 421.2 GWh in 2025, with 600 GWh projected for 2026.
Energy Industry Review
[New] In 2026, the world is expected to add another 353.4 GWh of energy storage capacity, driven by demand from artificial intelligence data centers.
Energy Industry Review
[New] If the last three years were about solar panels and wind turbines, in 2026 - and the next few years - are going to be just as much about the storage systems for the energy they produce.
The Crucial Years
Drivers: Full integration into the core banking systems of the G20, XRP acting as the primary liquidity bridge for the majority of the world's CBDCs, and a massive supply squeeze as the 2030 Net Zero climate goals favor energy-efficient XRPL over Proof-of-Work systems.
KuCoin
As AI compute density continues rising globally, liquid cooling technologies are expected to become a foundational infrastructure layer supporting scalable, energy-efficient, and high-performance AI datacenter operations.
Morningstar, Inc.
Combined, solar and battery storage (which banks excess energy for use when the sun's not shining) accounted for 79% of power generation brought online in 2025 and are expected to continue to grow by 49% before the Inflation Reduction Act tax credits expire at the end of 2027.
Hendersonville.com
While exposure to AI-driven equities remains strong due to their earnings visibility, investors are increasingly looking toward real assets and commodity-linked sectors such as logistics, shipping, and infrastructure as potential hedges against energy-driven inflation risks.
Economic Times
Central and Eastern Europe shows the fastest relative growth, driven by transport and logistics, while Southern Europe is mixed: Turkey's rapid growth will be underpinned by urbanization and transport; Spain and Italy will prioritise social infrastructure and power.
PwC
An industry group, solar, wind and energy storage capacity will double in Canada by 2035, based on the projects recently approved by provincial utilities.
CBC
Rabobank recently revealed that it expects food price inflation in Europe to build throughout 2026 and intensify in 2027, driven by the surging energy costs from the geopolitical tensions in the Middle East, which affect food production, packaging, logistics, and agricultural inputs.
CNS Media
Reflecting the pace of electrification, by 2050, annual investment in power storage will be US$ 91 billion - 3.7 times 2024 levels, while transmission and distribution spending will grow 2.6 times to US$ 472 billion.
PwC
Last updated: 17 May 2026
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