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Power Predictions 2026 - Strategic Intelligence

Publisher GlobalData
Published Jan 08, 2026
Length 59 Pages
SKU # GBDT20825581

Description

Power Predictions 2026 - Strategic Intelligence

Summary

In this report, we identify the top 20 themes that will impact the power sector in 2026. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.

We classify our top themes for 2026 into four groups. The major technology themes impacting the power sector in 2026 will be artificial intelligence (AI), big data, blockchain, cloud, cybersecurity, the Internet of Things (IoT), the metaverse, and robotics.

The major industry themes impacting the power sector in 2026 will be electric vehicles, energy storage, energy transition, hydrogen, nuclear, renewable energy, smart grid, carbon emissions, and distributed generation.

The major macroeconomic theme impacting the power sector in 2026 will be geopolitics and tariffs.

The major environmental, social, and governance (ESG) theme impacting the power sector in 2026 will be ESG-environmental.

Scope
  • The report covers the top 20 themes that will impact the power industry in 2026.
  • It provides predictions with respect to technology theme, macroeconomic theme, industry theme, and ESG theme in the power sector.
  • The report covers the top themes that includes artificial intelligence, big data, blockchain, cloud, cybersecurity, the internet of things, the metaverse, robotics, electric vehicles, energy storage, energy transition, hydrogen, nuclear, renewable energy, smart grid, carbon emissions, distributed generation, geopolitics, tariffs, and ESG-environmental.
  • It provides an overview of deal trends, published patents and job trends for each theme.
  • The report identifies winners and losers with respect to themes of power predictions 2026.
  • It discusses about the impact and signifcance of each theme on power sector in the coming years.
Reasons to Buy

The report provides-
  • An overview of the top 20 themes that will impact the power sector in 2026.
  • Predictions about technology themes such as artificial intelligence, big data, blockchain, cloud, cybersecurit, the internet of things, the metaverse, and robotic.
  • Predictions on industry themes such as electric vehicles, energy storage, energy transition, hydrogen, nuclear, renewable energy, smart grid, carbon emissions and distributed generation on power utilities
  • Power predictions on macroeconomic theme - geopolitics and tariffs.
  • Predictions on ESG theme - environmental.
  • Insight to thematic research ecosystem-an integrated global research platform for an easy-to-use framework to track all themes and its impact on the power sector.
  • An outlook on how each theme will make a significant impact on power utilities in terms of application and investment.

Table of Contents

59 Pages
Executive Summary
2026 Theme Map
Artificial Intelligence
AI will enhance the renewable energy sector
AI will drive predictive maintenance in power
AI will be a key enabler of the energy transition
Winners and losers
Big Data
Big data will transform renewable energy
Big data will optimize grid operations
Data centers will support big data
Winners
Blockchain
Blockchain will enhance smart grid operations
Blockchain will strengthen security for EV charging
Blockchain will revolutionize renewable energy
Winners
Further reading
Cloud
The cloud in energy market will be worth $54.6 billion by 2028
Cloud computing will be crucial for renewable energy management
Cloud computing will be essential for smart grid functionality
Cloud computing will improve energy security
Winners and losers
Further reading
Cybersecurity
ESG will accelerate the need for cybersecurity
Cybersecurity will be crucial to protect the power grid
Cybersecurity will drive significant demand for skilled professionals
Winners and losers
Further reading
The Internet of Things
The IoT market will surpass $1.8 trillion by 2028
IoT will be fundamental to power the smart grid
IoT will revolutionize predictive maintenance in the power sector
IoT will address the energy transition
Winners
Further reading
Metaverse
Metaverse will be worth $155 billion by 2030
AR and VR will be important tools for renewable energy
Companies will adopt digital twins for predictive maintenance
Winners
Further reading
Robotics
The robotics industry will be worth $205.5 billion by 2030
Robotics will exert a profound impact on renewables
Robotics will improve safety and efficiency in power plants
Winners
Further reading
Electric Vehicles
Improved battery technology will push forward EV adoption
EV charging infrastructure will reach 11 million units by 2030
Vehicle-to-grid will power the future of energy
Winners and losers
Further reading
Energy Storage
Global battery energy storage system aggregate capacity will reach 1.3TW by 2030
Power companies will integrate BESS into renewables
Battery storage will offer essential grid services
Widespread electrification will drive the battery market
Winners and losers
Further reading
Energy Transition
Renewable energy will act as the cornerstone for the energy transition to net-zero
Interconnectors will be crucial for the energy transition
Energy storage will arise as the linchpin of the global energy transition
Winners
Further reading
Hydrogen
Decarbonization will drive hydrogen expansion
Hydrogen-ready engine power plants will transform the energy market
Smart meters in the hydrogen sector will increase rapidly
Winners and losers
Further reading
Nuclear
Investments in nuclear power will reach $41.8 billion by 2030
SMRs will rekindle interest in nuclear energy
Lifetime extensions and reactor refurbishment will gain global traction
Winners and losers
Further reading
Renewable Energy
Renewables installed capacity will surge to 11.2TW by 2035
Solar and wind investment will reach $657.2 billion by 2030
Artificial intelligence will revolutionize renewables
Winners and losers
Further reading
Smart Grid
Transmission investment will reach $573.7 billion by 2030
Smart grid will accelerate the energy transition
AI will make smart grids smarter
Further reading
Carbon Emissions
Growth in clean energy technologies will continue despite rising emissions
Rising demand for low-carbon energy will drive growth in nuclear power
Carbon capture technologies will be crucial for achieving climate objectives
Winners and losers
Further reading
Distributed Generation
Digital twin will gain traction in distributed generation
Blockchain will enhance distributed power generation
Microgrids will be essential for distributed power generation
Winners and losers
Further reading
Geopolitics
The conflict between the US and China will be the core risk for global geopolitics
US tariffs will impact the power sector supply chain
Geopolitics will renew focus on nuclear power
Winners
Further reading
Tariffs
Tariffs will lead to fiscal uncertainty in the wind market
Tariffs will reshape the US solar supply chain
Tariffs will accelerate the push toward automation
Losers
Further reading
ESG-Environmental
Many countries will focus on renewable energy and net zero targets
The UK will allow the use of carbon removal technologies in ETS
US’ OBBBA will hold back the energy transition
Winners and losers
Further reading
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
Report Authors
About GlobalData
Contact Us
List of Tables
Table 1: Glossary
Table 2: GlobalData reports
Table 3: Report Authors:
List of Figures
Figure 1: Our 2026 theme map shows the biggest themes driving growth in the power sector
Figure 2: Artificial Intelligence
Figure 3: Big Data
Figure 4: Blockchain
Figure 5: Cloud
Figure 6: Cybersecurity
Figure 7: The Internet of Things
Figure 8: Metaverse
Figure 9: Robotics
Figure 10: Electric Vehicles
Figure 11: Energy Storage
Figure 12: Energy Transition
Figure 13: Hydrogen
Figure 14: Nuclear
Figure 15: Renewable Energy
Figure 16: Smart Grid
Figure 17: Carbon Emissions
Figure 18: Distributed Generation
Figure 19: Geopolitics
Figure 20: Tariffs
Figure 21: ESG-Environmental
Figure 22: Our approach to identifying the companies most likely to succeed in a sector over the next five years

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