The report below gives a good overview of the Fall 2026 M&A activity in the Energy Industry Sector. The global fossil fuels market is valued at $8.7 trillion in 2026 and is forecast to reach $13.6 trillion by 2035, a compound annual growth rate (CAGR) of 5.1%, while the renewable energy market stands at $2.0 trillion and is forecast to reach $8.3 trillion over the same period, a CAGR of 16.8%. The two segments moved in opposite directions during the third quarter, as constrained Middle East supply lifted oil prices while renewable growth came from volume rather than price. Brent crude opened the quarter at $72 per barrel on July 1, the lowest since February, climbed past $100 in early September and peaked at $109. September spot prices averaged $114 per barrel, $23 above August. United States natural gas moved the other way, with Henry Hub expected to average $2.87 per million British thermal units for the quarter on record production and the highest pre-winter inventories since 2016. American electricity generation is forecast to reach a record 4,368 billion kilowatt hours in 2026, with solar supplying 8% and wind 11%, and data center construction driving most of the demand growth. In Asia, China added 14.1 gigawatts (GW) of solar and 8.5 GW of wind in July, taking solar additions to 86.2 GW year to date. In Europe, gas futures passed EUR 80 per megawatt hour in September for the first time in three years, with storage only 68.5% full against 80.6% a year earlier. Fossil producers therefore earned on price, while renewable developers earned on delivered volume.
Posted by Roy Graham.