Energy

Renewable energies have been an economically and even more socially important asset class not only since the energy transition.

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Energy forecasts

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Canada’s drive for clean energy is hampered by interprovincial grid constraints, says GlobalData

GlobalData believes that Canada’s expansion of clean energy is being held back by limited interprovincial grids. Whilst wind, solar and nuclear capacity is set to grow by 2035, a lack of east-west transmission and a slow permitting process are jeopardising integration and supply.

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Germany set for major power-sector overhaul with EEG-2027 and capacity market, says GlobalData

GlobalData sees Germany facing a major electricity market reform with EEG-2027 and a capacity market. Renewable capacity will increase from around 73% (2025) to almost 88% (2035); Capacity market from the end of 2027. Growing demand and grid expansion are driving investments.

Energy Markets

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France faces major resilience test as nuclear output rises and renewables scale up, says GlobalData

GlobalData sees France facing a stress test: Increasing nuclear power production and growing renewables require more storage, flexibility and backup, as well as market-driven incentives. Coal phase-out by 2027, SMRs, grid expansion and storage are considered the keys to security of supply.

Energy Markets

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Offshore wind push to reshape Türkiye's renewables landscape, says GlobalData

Türkiye launches its first offshore wind YEKA tender. 5 GW are planned by 2035, but GlobalData expects only around 1.3 GW from 2032. clear rules and incentives should help.

Energy Markets

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Solar and storage hybrid projects to dominate India's renewable auctions in 2027–30, says GlobalData

GlobalData expects solar-plus-storage hybrids to dominate renewables auctions in India 2027–2030. Tenders are increasing sharply; SECI awarded 1.2 GW of solar with 3.6 GWh of storage in January 2026. Auction design, network infrastructure and regulation are decisive.

Energy Markets

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Italy’s solar momentum risks cost overruns unless grid and permitting improve, says GlobalData

GlobalData warns: Italy's solar boom threatens to become more expensive and slower without faster permits, grid expansion and more flexibility. A new report shows solar PV as the fastest-growing segment; rising electricity demand and hybrid projects are increasing the pressure.

Energy Markets

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Global data center power consumption to rise threefold by 2030, forecasts GlobalData

GlobalData predicts that data center power consumption will triple by 2030 (CAGR 21.1% from 2024). China is likely to overtake the US by 2030; APAC is growing strongly. The drivers are cloud, AI, colocation and hyperscale expansion.

Energy Markets

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Global SMR capacity to surge nearly sixfold during 2025-30, forecasts GlobalData

GlobalData predicts that global SMR capacity will increase nearly sixfold from 2025 to 2030 and could increase to over a hundredfold by 2040 compared to 2025. Drivers are the need for low-CO2 base load, data centers and energy security; China and Russia lead, FOAK risks curb.

Energy Markets

Forecast

Austria to reach 11TWh solar power generation target well before 2030, forecasts GlobalData

Austria will reach its 11 TWh solar target well before 2030, GlobalData predicts. In 2023, 2.5 GW were added (6.2 GW in total), and around 9.9 GW at the end of 2025; by 2030, approx. 17.3 GW of capacity and 16.3 TWh of generation are expected, supported by EAG subsidies and market instruments.

Energy Markets

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Malaysia to surpass 2040 renewable energy target by 2031, forecasts GlobalData

GlobalData predicts that Malaysia will exceed its 2040 NEP target for renewables as early as 2031. Drivers are large solar auctions, reforms, financing and storage. Generation from renewables is to increase to 46.4 TWh by 2035.

Energy Markets

Forecast

APAC to dominate global HVDC converter station market through 2031, forecasts GlobalData

GlobalData forecasts strong growth of the HVDC converter station market through 2031, led by APAC. China leads; India and Germany remain strong, while the USA, UK and South Korea are also pushing forward. Political requirements, renewables and grid expansion are the drivers.

Energy Infrastructure Markets

Forecast

Philippines renewable capacity to reach 30GW by 2035, forecasts GlobalData

GlobalData predicts that the Philippines' cumulative renewable capacity will increase to around 30 GW by 2035 – from about 7.1 GW in 2025. The main drivers are solar PV (approx. 18.7 GW) and wind (approx. 7.4 GW), supported by auctions such as the Green Energy Auction Program and investment-friendly reforms. Despite the expansion, coal and natural gas remain dominant for the base load; in addition, nuclear power (approx. 0.3 GW by 2035) is planned for the first time.

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