Global Scans · Energy · Weekly Summary

WHAT'S NEXT?: By 2025 solar energy will be the cheapest energy option globally. In 2040, oil and natural gas are expected to make up nearly 60 percent of global supplies, while nuclear and renewables will be approaching 25 percent. Improvements in energy efficiency in lighting and home appliances are expected to continue to push residential electricity use lower. The burning of coal will fall out of favor. Transportation energy consumption will be rising in correlation to growth in automated vehicles in the coming years.

• [New] This month, the Energy Information Administration projected in its Short-Term Energy Outlook that dry gas production will rise to 109.1 bcfd in 2026, exceeding the record 103.6 bcfd in 2023. Energy News, Top Headlines, Commentaries, Features & Ev
• [New] With continued advancements and developments in white hydrogen technology, white hydrogen has a big potential to become a part of the world's transfer to clean energy. Petro Online
• [New] Inflation reaccelerates modestly into mid-2026 as tariffs feed through, but softer energy prices and decelerating shelter costs will help inflation drifting back towards 2.5% by year-end. OMFIF
• [New] 2026 will see the data center sector doubling down on high-density, AI-ready infrastructure, massive sustainability drives, supply chain adaptation, new cooling and energy methods, and expansion beyond traditional hubs. DataCenterKnowledge
• [New] Hydrogen will undoubtedly fuel our collective future as the most viable clean energy resource that the world needs more of. Energies Media
• [New] The International Energy Agency still expects to see renewable energy grow faster than any other major energy source in all scenarios going forward, as renewable energy's lower costs make it an attractive option in many countries. TucsonSentinel.com
• [New] US data center energy demand is projected to increase 130% by 2030 from 2024 levels. Economic Times
• [New] With the Investment Tax Credit (ITC), businesses could deduct 30% of the cost of installing clean energy systems from their federal income taxes. Gravity
• [New] EU: A-E repairability rating for tumble dryers in 2027, added to the energy label. QIMA
• [New] The number of suppliers offering U.S.-made battery energy storage system containers, modules, and cells is expected to double from three at the end of 2025 to six by the first half of 2026. Mercomindia.com
• [New] Mexico is accelerating its push into solar energy, with installed photovoltaic capacity projected to more than triple to 37.8 GW by 2035, while wind power also expands and natural gas remains the backbone of system reliability. Mexico Business
• [New] Energy use at US data centers is expected to jump 130% by 2030 compared to 2024 levels. Cryptopolitan
• [New] Risk Considerations: The concentration of energy storage systems lithium demand in China (50.7% of 2026 capacity additions) creates geographic concentration risk for lithium suppliers. Discovery Alert
• [New] The 31% projected growth in global energy storage installations from 273 GWh in 2025 to 359 GWh in 2026 represents acceleration rather than linear expansion. Discovery Alert
• [New] Starting in 2026, solar energy in Brazil will see a reduction in credits on electricity bills due to the increased charges for the B Wire system, as stipulated in the Distributed Generation Legal Framework. CPG Click Petroleo e Gas
• [New] The inevitable transition away from fossil fuel-based energy production has been a long time coming, and the Global Hydrogen Compass report from the Hydrogen Council predicts that substantial growth to continue in 2026. Energies Media
• [New] Total company value for the big 3 energy companies has increased by $50 B over the decade, and expected returns are high. Voodoo University
• [New] The U.S. Department of Energy recently announced a $1.36 billion conditional commitment to Project ATLiS, targeting lithium extraction from geothermal brines. Decarbonisation News
• [New] The International Energy Agency in Paris forecasts a record oil surplus in 2026 as supplies swell from both OPEC + and its competitors while demand growth slows. Fortune
• [New] Global economic impact of AI could reach $15 trillion by 2030, with a significant share coming from applications that improve sustainability and energy efficiency. Carbon Credits
• While demand for oil and coal is expected to decrease in alignment with the International Energy Agency's (IEA) 1.5 degree scenario, demand for other bulk commodities, such as minerals and chemicals (e.g. methanol), may increase due to growing focus on renewable energy. Nordea
• Energy could become a constraint towards the end of 2026 or in 2027. / USA Ashmore Group
• The rapid expansion of energy-hungry data centers is a major factor, with the Department of Energy estimating that data centers consumed 4% of total U.S. electricity in 2023 - a figure that could triple by 2028. Grand Pinnacle Tribune

Last updated: 09 January 2026