Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen

Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has not been the most popular industry for investors over the past decade or more, as the share of energy companies in the broader stock market has declined relative to industries like technology or healthcare. Nevertheless, some energy companies have performed exceedingly well, both in traditional and transition sectors. With power demand set to surge and forecasts showing oil and gas will likely remain relatively resilient through the transition, key areas of the energy industry are set for lasting success.   What is value creation in the first place and what separates a successful company from one that may be struggling? Which parts of the energy industry have outperformed so far this year and which ones might thrive in the year ahead?  What are some structural and strategic trends we’re watching that could set up companies for success over the next five years?   Further Analysis:  Lower profitability puts pressure on E&P investments and buyback program (accessible for non-clients)   Global PPA Price Outlook: Key trends shaping the market (accessible for non-clients)     Rystad Talks Energy | Capital Power: Data centers, electrification and the future of energy investments  (accessible for non-clients)   What will define the energy supply chain success in years to come? (clients only)   EMEA Summit 2025: Three final ideas (clients only)   Related Episodes Energy transition vs. energy addition with Jarand Rystad  (Let’s Talk Energy Podcast)The Energy Transition: Where’s the Money? ( The Next Five FT) Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X