Full Speed Ahead: Energy Demand Overpowers Policy Shifts

AllianceBernstein (AB)4.97K FollowersFollow5ShareSavePlay(7min)SummaryThe global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development.Global investment in the energy transition hit a record $2.3 trillion in 2025, up 8% from 2024, according to data from BloombergNEF.The need to modernize existing infrastructure and make an aging grid more reliable will also be top of mind, as will boosting transmission and energy-storage capacity. J Studios/DigitalVision via Getty Images By Xiaoyu Gu and Jonathan Hunt As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energyThis article was written byAllianceBernstein (AB)4.97K FollowersFollowAB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.