Our latest energy capital markets outlook outlines three forces set to define 2026: accelerating AI-driven power demand, deeper government involvement in critical minerals, and a rebalancing of LNG and oil markets.

Join our webinar to unpack how S&P Capital IQ Pro's expanded commodities intelligence for capital markets can help you track these trends and assess their impact on capital flows, investment risk, and strategic opportunities across power, metals, gas, and oil.

The session will help you:

• Understand the key energy capital markets themes expected to shape 2026, from AI-driven power demand to geopolitical and policy shifts.
• Explore how hyperscaler capex and data center growth are impacting power markets, utilities, and investment in gas, nuclear, and storage.
• Discover how government intervention and supply security are driving capital flows and consolidation across critical minerals and metals.
• Assess global LNG, natural gas, and oil market dynamics, including oversupply risks, price pressures, and implications for M&A activity.
• Evaluate shifting growth strategies across energy, including slowing US shale growth and expanding international opportunities.