EIC Discussion: 2026 Energy Markets, Opportunities, Headwinds, Disruptive Scenarios

In this “looking back / looking forward” Energy Insights special - Our host Stuart Broadley, CEO of the EIC, is joined by Campbell Keir, Neil Golding, and Becca Groundwater to reflect on the defining global energy trends of 2025 and what may lie ahead in 2026.Together, they assess the progress and limits of net zero ambitions, the growing importance of, and differences between, energy security and energy sovereignty, and how unsettling geopolitics, fast-growing defence spending, and ongoing trade tensions are influencing energy investments. With insights spanning oil and gas, renewables, hydrogen, CCS, nuclear, data centres, and energy storage, this episode offers a grounded, data-driven outlook on the risks and opportunities shaping the year ahead.What Is the EIC? The Energy Industries Council (EIC) is one of the world’s largest energy trade associations. As a not-for-profit organisation, it supports more than 950 member companies involved in the global energy value chain. EIC operatesinternationally, with offices in London, Kuala Lumpur, Rio de Janeiro, Houston, Dubai, and soon, Berlin.It is energy agnostic, supporting all parts of the energy sector. From mature renewable onshore and offshore sectors like wind, solar and hydropower; to grid infrastructure and large nuclear; to hydrocarbon sectors like oil & gas, LNG, FPSO, decommissioning, upstream, midstream and downstream; to emerging low-carbon sectors like hydrogen, carbon capture, CCUS, energy storage, BESS, biofuels, SAF (sustainable aviation fuels), and geothermal.EIC provides a wide range of services, including access to global market intelligence, CAPEX and OPEX project data, consulting support, events, business development opportunities, and advocacy. It also facilitates connections with key decision-makers and policymakers in the energy sector worldwide.Stay Connected with EIC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about the EIC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Explore EIC membership ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about the Five Golden Rules for a Healthy Energy Supply Chain⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn about EIC Consult⁠⁠⁠⁠⁠⁠⁠⁠History of the EIC⁠Contact Stuart Broadley about doing your own C-level EIC podcast at [email protected]