Future Forecast Report

Industry and Investor perspectives from the Energy Council New York 2026 Advisory Board

ENERGY INVESTORS AND LENDERS SEE A RETURN TO FUNDAMENTALS IN THE U.S

The U.S. energy market is entering a phase of disciplined, fundamentals-led investment.

Investors and lenders are recalibrating strategies amid policy uncertainty, rising power demand, and a sharp shift toward execution certainty and contracted returns.

On 11 February, senior leaders from leading banks, asset managers, and investment firms including, BlackRock, J.P. Morgan, UBS, Siemens Energy, and Octopus Energy, convened in New York under Chatham House Rule to assess the forces shaping capital deployment across U.S. energy.

The outcome: the 2026 Future Forecast Report: U.S., capturing the key trends influencing investment decisions, risk appetite, and opportunity across the market.

What’s Driving Change in 2026?

  • Focus on operating assets and contracted revenues
  • Tariffs and regulation slowing early-stage investment
  • Data centres accelerating infrastructure investment
  • Reliable backbone for AI-led growth
  • Execution certainty over development risk
  • CCS rising, hydrogen and batteries lagging

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