ADI Analytics has released its 2026 global power and electricity markets outlook, revealing a landscape driven by climbing demand and heavily shaped by physical supply constraints. In this update, Uday Turaga, CEO of ADI Analytics, breaks down how utilities, tech buyers, and equipment suppliers are adapting to this new reality.
Key Highlights
- The storage boom: Plunging battery prices are driving a massive wave of hybrid solar-storage projects, turning storage into an industry standard.
- Gas fleet consolidation: Private equity and independent producers are aggressively buying dispatchable gas assets to secure data center power deals.
- Supplier pricing power: Critical equipment like transformers and turbines are booked out years in advance, giving OEMs massive financial leverage.
Watch the full video below to see how these shifting dynamics impact project sequencing, and for deeper dive read our global power and electricity markets outlook for 2026.
About ADI Analytics
ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.
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