Research
Global Outlook
Global Energy Transition
Capital, geopolitics and the industrial reshaping of the next decade.
2026 · 76 pages
Summary
A strategic reading of the energy transition through the lens of capital allocation, industrial policy and international competition. The publication frames how oil, gas, renewables, hydrogen and critical minerals are being repositioned as instruments of national and corporate strategy.
Selected findings
- 01The transition is not linear — hydrocarbons and renewables are being scaled in parallel.
- 02Critical minerals are re-emerging as decisive strategic assets.
- 03Sovereign strategy, not carbon markets, is the primary driver of capital.
- 04Cross-border partnerships between producers, users and financiers will define the decade.
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