Powering North America: Meeting Our Growing Energy Needs

POWERING NORTH AMERICA: MEETING OUR GROWING ENERGY NEEDS

North America’s energy landscape is entering a new phase, where rising demand, infrastructure constraints and evolving capital priorities are reshaping how the industry approaches growth.

As AI-driven power demand accelerates, energy security becomes increasingly strategic, and capital remains selective, leaders across the sector are focused on building an energy system that is reliable, financeable and capable of meeting future needs.

In June 2026, Energy Council brought together senior investors, operators, financiers and energy leaders in New York to examine the forces driving the next phase of North American energy investment.

The outcome: the Industry Report, Powering North America: Meeting Our Growing Energy Needs, capturing the key themes influencing capital allocation, infrastructure development, power demand, and the opportunities emerging across the energy value chain.