World Energy Investment 2026

International Energy Agency

Research

260 Pages

IEA examines how global energy investment is shifting as security, electrification, and regional resilience become bigger priorities. Capital flows are expected to reach $3.4 trillion in 2026, with electricity related spending already near 60% of total energy investment.

Key Takeaways

Energy Spending Rises: Global energy investment is expected to reach $3.4 trillion in 2026, up 5% from 2025 as security concerns reshape priorities.
Clean Energy Leads: Clean energy investment is projected at $2.2 trillion in 2026, almost double fossil fuel investment despite uneven regional momentum.
Electricity Takes Share: Electricity supply and infrastructure investment should hit $1.6 trillion in 2026, rising to $2 trillion with end use electrification included.
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