The report below gives a good overview of the Spring 2026 M&A activity in the Energy Industry Sector. The global fossil energy market is estimated to be valued at $7.6 trillion in 2026, and is forecasted to reach $9.2 trillion by 2032, driven by industrial demand, data center electrification, and energy security priorities. The global renewable energy market is estimated at $1.9 trillion in 2026, with the International Energy Agency projecting solar and wind generation growth of 20% through the year. Crude oil prices held broadly steady at the outset of Q1 2026, with Brent settling at approximately $61 per barrel in January amid ample global supply. In North America, Henry Hub natural gas prices surged sharply in response to Winter Storm Fern before easing in February as production levels normalized. U.S. LNG feedgas deliveries reached an all-time daily high of 19.6 billion cubic feet per day on January 12, according to the American Gas Association, while European TTF prices traded approximately 30% above year-earlier levels. As the conflict in the West Asia closed the Strait of Hormuz in February, Global oil supply contracted by approximately 8 million barrels per day in March. Brent surged from $72 per barrel in February to over $117 per barrel by March, the largest price increase on an inflation-adjusted basis since 1988, as per the U.S. Energy Information Administration. Renewable markets remained largely insulated. In January 2026, U.S. renewable electricity generation was 11.5% higher year-over-year, accounting for 25.1% of total U.S. electricity supply. Looking ahead, fossil markets are expected to remain volatile through mid-2026, while the IEA projects renewable output growth of approximately 1,000 TW-hours annually through 2030.
Posted by Roy Graham.