By Parul Bakshi and Lydia Powell
Over the past decade, three structural shifts have been reordering global energy trade, encompassing not only traditional oil and gas flows but also the rapidly growing cross-border trade in electricity and clean energy goods.
By Piyush Verma
For the Global South, the stakes are particularly high: the energy transition could unlock industrialization, resilience, and strategic bargaining power, but it could also reproduce older patterns of dependency through new technologies, standards, minerals, and financial asymmetries.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Andre Nicola
Across South America, governments are increasingly framing environmental regulation as a constraint on growth, investment, and national competitiveness. South America's political direction over the next several years will be an early test of whether economic development can be reconciled with environmental stewardship throughout the region.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Sarah Salah
As the IAA continues to undergo amendments, its ultimate success will hinge on careful calibration. The EU will need to preserve channels for strategic foreign investment, especially in capital-intensive sectors where domestic capacity alone may fall short. If the Act is overly complex or restrictive, it risks deterring the very investment it seeks to shape.
By Anit Mukherjee
The current crisis in the Middle East has demonstrated that ensuring energy security will remain a challenge for policymakers in the foreseeable future, especially for countries like India. At the same time, the current disruption provides an opportunity to initiate and build on energy sector reforms to make sure that countries are better prepared to deal with such shocks in the future.
By Mannat Jaspal, Parul Bakshi, Cauvery Ganapathy, Lydia Powell, and Piyush Verma
As we enter 2026, climate and energy policies are being shaped not only by decarbonization imperatives. Geopolitical upheaval, technological competition, economic transformation, supply chain resilience, and national security concerns are exerting influence over the future of energy and climate policies worldwide.
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