Research

Research

Latest Quarterly Outlook: Q3 2026

Analysis from 2024 onward. Filter by region and year.

Regions

• United StatesWholesale markets, large loads, interconnection, LNG exports and federal and state regulation.
• ChinaPower demand, coal and renewables build, grid investment, LNG buying and clean-technology exports.
• IndiaPeak demand, coal supply, renewable auctions, transmission, distribution finance and fuel imports.
• Middle EastGulf supply, OPEC+ policy, Hormuz and Red Sea shipping, and regional gas and power.
• EuropeGas storage and LNG, power prices, market design, carbon pricing and the renewables build.
• AfricaElectricity access, utility reform, South African load-shedding, gas projects and mini-grids.
• GlobalOil and gas balances, LNG trade, coal, critical minerals, international energy finance and Pakistan's power and gas sector.
• Other marketsLatin America, Southeast Asia, Japan, Korea, Australia and elsewhere.