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Global Energy Perspective 2025

Geopolitical uncertainty, shifting policies, and increasing demand for power are reshaping the energy landscape. In this year’s report, we present our updated view on what’s to come in the energy system.

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Article

The transformer supercycle: Why demand is outrunning supply

September 18, 2026 - A new era of increased demand and constrained supply is fundamentally changing the global transformer market and reshaping decision-making across the value chain.

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Interview

Powering through uncertainty: A talk with former US Energy Secretary Ernest Moniz

September 22, 2026 - The physicist and policymaker says the coming decade will be defined by a race for electrons—and that nuclear power, grid modernization, and clean baseload capacity will be critical.

Article

The power conversion market: Decarbonization and growth opportunities

September 10, 2026 - Efficient, reliable power conversion technologies are critical for global electrification. With an expected value pool of about $80 billion by 2030, providers have immense potential.

Report

Utilities at an inflection point: Four strategic evolutions ahead

September 4, 2026 - European utilities face a period of discontinuity: Electrification, renewables, flexibility needs, AI, and policy shifts are reshaping utility business models.

Article

Investing in the energy transition: Time to look at whole-system value

September 1, 2026 - In an expanding global energy system, the next phase of the transition will require not just more low-carbon capacity but also system-wide flexibility and resilience.

Article

Powering AI: How real is the risk of overbuilding?

July 31, 2026 - The power infrastructure being built for data centers in the United States is unlikely to become stranded—even if compute demand evolves across different deployment patterns.

Article

How utilities can rewire customer operations with agentic AI

July 30, 2026 - Faced with declining customer satisfaction, North American utilities are turning to agentic AI to transform the customer experience and reduce service costs.

INDUSTRY & ENERGY TRANSITION INITIATIVE IN IBERIA

Article

The Iberian Industry and Energy Transition Initiative

Driving sustainable growth and development in Spain and Portugal through industrial energy transformation.

Article

The Industry & Energy Transition Index: Spain

November 12, 2024 - The industry and energy transition index measures and assesses energy transition and industrialization in Portugal and Spain.

Article

The Industry & Energy Transition Index: Portugal

November 27, 2024 - Europe, including Portugal, has experienced a deindustrialization wave. The energy transition presents an opportunity to reignite growth.

Article

The Iberian green industrial opportunity: Carbon capture and storage

July 10, 2025 - Carbon capture and storage could play a critical role in decarbonizing hard-to-abate industries in the Iberian Peninsula.

Article

The Iberian green industrial opportunity: Sustainable fuels

March 17, 2025 - Spain could support the decarbonization of transport by manufacturing renewable molecules and leading as a European sustainable fuel producer.

Report

The Iberian green industrial opportunity: Seizing the moment

July 30, 2024 - Possessing natural endowments and mature infrastructure, Spain and Portugal have an unprecedented opportunity to lead the energy transition.