Global Energy Market

U.S. refiners are running at capacity as global fuel supply crunches tighten

America's fuel-makers are maxed out trying to fill gaps in global fuel supply, while sodium-ion batteries and a depleted Strategic Petroleum Reserve reshape ene

Data center energy demand is forcing a redesign of power grids, and emerging markets like Andhra Pradesh are already building the institutions to manage it

Global data center spending could hit $7 trillion by 2030. Here's how grid operators and state utilities are structuring for what comes next.

P&G absorbs a $1 billion war-cost hit and signals a flat-to-3% EPS growth year ahead

Procter & Gamble expects a $1B cost hit from the Iran conflict, guiding fiscal 2027 adjusted EPS to flat-to-up 3%, roughly $7 at the midpoint.

Energy transition market set to nearly double by 2032, with Asia-Pacific and distributed energy leading the charge

The global energy transition market is projected to grow from $2.87T in 2025 to nearly $6T by 2032, driven by solar, storage, and grid modernization.

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 transition market set to nearly double to $6 trillion by 2032, with Asia-Pacific driving growth

The global energy transition market is projected to reach nearly $6 trillion by 2032, growing at 11.1% annually, as utilities, industrials, and governments scal

EIA slashes oil price forecast 14% after U.S.-Iran deal reopens Strait of Hormuz

The EIA cut its 2026 Brent crude forecast to $82/b from $95, as a June 18 U.S.-Iran MOU reopens the Strait of Hormuz and eases a five-month supply crisis.

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.

S&P Global Energy expands price reporting role in London chemicals market

S&P Global Energy is hiring an Associate Price Reporter for chemicals in London, signaling continued investment in commodity price discovery for enterprise buye

US Strategic Petroleum Reserve hits lowest oil level since 1983 as supply risks stack up

SPR stocks have fallen to their lowest point in over four decades, just as Hormuz tanker strikes, OPEC+ output questions, and Iran supply disruptions tighten th

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.

Energy transition market approaches $3.2 trillion in 2026 as grid bottlenecks emerge as the critical constraint

The global energy transition market hits $3.17T this year, growing at 11.1% CAGR, but 1,650 GW of renewable capacity is stuck waiting for grid connections.

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.