#energy-sector

#energy-sector

J.P. Morgan's 2026 U.S. Equity Year Ahead report highlights sector-specific opportunities and risks amid a K-shaped, AI-driven economy. Institutional investors should focus on companies with secular growth drivers, robust balance sheets, and exposure to transformative trends like data center expansion and infrastructure investment. While select sectors look poised for outperformance, others face headwinds from macro uncertainty, regulatory shifts, and cyclical slowdowns.

Although our focus is industrial, we work with a focus that is multi-vertical. We will always work with energy as our anchor-vertical and our focus in this market is on performance and mission-criticality as we work to fuel artificial intelligence deployments on upstream, midstream and downstream assets,

Ukraine says it will continue targeting Russian infrastructure delivering troops, fuel and ammunition to the front lines. Russia and Ukraine have been engaging in major aerial battles, targeting energy and transportation infrastructure, as Moscow presses its fierce ground assault in the Ukrainian east in the war's fourth year and tests a type of hypersonic weapon. Russia's Ministry of Defence announced on Sunday that its air defences shot down 361 drones, four guided aerial bombs, and rockets from a US-made high mobility artillery rocket system (HIMARS) overnight.

Billionaire Sir Jim Ratcliffe who owns Manchester united and the energy empire Ineos has ceased all investment into Britain and will place £3 billion into US operations. Ratcliffe has blamed Rachel Reeve's "unstable fiscal regime" as the main factor in the shift and warned he will not invest into the UK as he cannot be sure as to what the "future tax rates will be." Brian Gilvary who is in charge of Ineos's energy sector said they have "stopped investing in Britain" and will place future investment into the US which will be a big win for Donald Trump. Gilvary said that the UK has "one of the most unstable fiscal regimes in the world" in the energy and natural resource sectors.

China's energy sector has cut its emissions of the potent greenhouse gas methane by 21% between 2014 and 2021, according to an inventory published this month.

Natural gas is experiencing unprecedented demand growth due to electricity needs from data centers, increasing LNG exports, and the replacement of coal plants with cleaner-burning gas.

The UK must ramp up the creation of green jobs, as the phase-out of fossil fuels risks losing public support for net zero transition and political backing.

The rollout of Tesla's robotaxi pilot in Austin is critical for its autonomy narrative, transitioning from vision to monetization amid investor scrutiny.

The markets are seeing signs of optimism for trade-deal progress, sending stocks higher across the board out of the gate.

Energy Transfer stands out in the midstream energy sector with its impressive 7.2% dividend yield, striking a balance between returning capital and growth opportunities.

NextEra Energy, the largest producer of wind and solar energy in the world, positions itself well for the future energy demand with its extensive asset portfolio.

The fall in energy prices has helped to keep a lid on inflation, which has surged in other areas.