Global Energy Investment

Grid energy in 2026: connection backlogs, AI load growth, and the infrastructure race reshaping enterprise power

From $3.17T in global clean energy investment to 14-year data center connection waits, grid constraints are now the defining operational risk for energy buyers.

Energy demand is outrunning the clean energy build: what operators need to know in 2026

Global energy demand grew faster than clean energy additions in 2025, keeping fossil fuels at 86% of supply even as renewables spending hits $2.2T in 2026.

Clean energy investment hits $2.2 trillion in 2026, nearly doubling fossil fuel spending

Global energy investment reaches $3.4T in 2026, with clean energy outpacing fossil fuels nearly two to one, per the IEA's latest report.

Energy transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity

The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.

Clean energy investment tops $2 trillion as data centers and security concerns reshape power procurement

Global clean energy investment crossed $2 trillion for the first time in 2024, with data center demand and energy security concerns accelerating the shift.

Microsoft, Google, Amazon, and Meta Are Now Energy Companies. The Rest of the Enterprise World Needs to Catch Up.

Amazon, Meta, Google, and Microsoft accounted for 49% of all global clean power purchase agreement volumes in 2025. They are not buying energy anymore. They are building energy infrastructure. Every enterprise buyer that shares a grid with them needs to understand what that means.

Global energy investment surges while Washington retreats from climate action

From Norwegian gas fields to Bulgarian battery farms, capital keeps flowing into energy projects even as U.S. climate policy unravels.