Electric Power, Energy Transition, Renewables

January 09, 2026

Top Trends for 2026: Data centre demand soars; global solar installations peak; and more

HIGHLIGHTS

Global solar installations peak after record 2025

Data centre demand for electricity soars

China's solar additions decline by 33%

Global solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by China. This expectation and nine other trends will help shape energy markets in 2026, according to the recently published S&P Global Energy Horizons Top Trends 2026 report. S&P Global Energy Expert Francesco d'Avack joins Hill Vaden and Sam Humphreys to highlight some of the key trends identified in the Top 10 report and offer his personal opinion on an 11th trend, which didn't make the list.

Access the S&P Global Energy Horizons Top Trends 2026 report here: https://www.spglobal.com/energy/en/news-research/special-reports/energy-transition/horizons-top-cle...

Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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