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2026 Trends: Inside the Accelerating Fusion of Energy & Technology

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How AI, geopolitics, and policy uncertainty will redefine energy markets and capital strategy in 2026—and where opportunity emerges.

“Looking ahead to 2026, presidential executive actions, the rapid acceleration of artificial intelligence, and rising geopolitical tensions are poised to materially reshape global capital markets and energy-related industries. These forces are converging at a moment when energy demand, infrastructure constraints, and policy uncertainty are becoming impossible to ignore. Together, they will influence investor priorities, capital allocation decisions, commercial strategy, and regulatory direction across the broader energy ecosystem, creating both new risks and meaningful opportunities for companies that are prepared to respond.

PEP’s Consulting & Advocacy team is pleased to share “Inside the Accelerating Fusion of Energy & Technology”, a forward-looking report that leverages our team’s insights and industry expertise to identify ten key trends we believe will define and impact capital markets and the energy industry in 2026. The report explores topics ranging from energy storage, AI-driven infrastructure investment, interconnection constraints to evolving sustainability standards and carbon markets. Designed to help clients anticipate change rather than react to it, our analysis highlights where strategic preparation, disciplined investment, and proactive engagement can position companies to navigate uncertainty, manage downside risk, and capture upside as these trends unfold. We welcome the opportunity to discuss these insights further and assess how the 2026 outlook may impact your organization.”

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2026 Trends: Inside the Accelerating Fusion of Energy & Technology

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