EIC Discussion: 2026 Energy Markets, Opportunities, Headwinds, Disruptive Scenarios

In this “looking back / looking forward” Energy Insights special, host Stuart Broadley, CEO of the EIC, is joined by Campbell Keir, Neil Golding, and Becca Groundwater to reflect on the defining global energy trends of 2025 and what may lie ahead in 2026.

Together, they assess the progress and limits of net zero ambitions, the growing importance of, and differences between, energy security and energy sovereignty, and how unsettling geopolitics, fast-growing defence spending, and ongoing trade tensions are influencing energy investments. With insights spanning oil and gas, renewables, hydrogen, CCS, nuclear, data centres, and energy storage, this episode offers a grounded, data-driven outlook on the risks and opportunities shaping the year ahead.