ADI Analytics has released its 2026 energy Transition outlook, highlighting a massive shift toward “the great fragmentation”—where universal global energy policies are being replaced by distinct regional strategies. In this brief update, discover how regional frameworks, AI data centers, and a massive storage boom are reshaping the energy landscape.
Key highlights
- The great fragmentation: Universal energy policies are giving way to strict regional frameworks (like Europe’s CBAM), making lifecycle emissions certification essential for market access.
- Bring your own power: With grid queues stretching past 2030, AI hyperscalers are bypassing traditional utilities to strike direct, long-term deals for 24/7 zero-carbon power.
- The storage supercycle: Investor capital is shifting away from speculative moonshots and into grid-scale storage—with global sales volumes projected to double in 2026.
Watch the full video below to see how these infrastructure shifts impact your strategy, and for deeper dive, subscribe to ADI Plus to access complete global energy transition 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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