2026年世界能源问题监测报告

PRACTICING THEWORLD ENERGY TRILEMMA:ENERGY TRANSITIONS IN 2026 Image from Kevin Woblick (@kovah), Unsplash ABOUT WORLD ENERGY The World Energy Council is the world’s oldest independent and impartialcommunity of energy leaders and practitioners. Through our HumanisingEnergy vision, we involve more people and communities in acceleratingclean and just energy transitions in all world regions. Formed in 1923,the Council has convened diverse interests from across the full energyecosystem for a century, and today has over 3,000 member organisationsand a presence in nearly 100 countries. Our global network draws fromgovernments, private and state corporations, academia and civil society, Further details at www.worldenergy.org and on LinkedIn. Published by the World Energy Council 2026 Copyright © 2026 World Energy Council. All rights reserved. All or partof this publication may be used or reproduced as long as the followingcitation is included on each copy or transmission: ‘Used by permission of World Energy CouncilRegistered in England and Wales No. 4184478 VAT Reg. No. GB 123 3802 48 Registered OfficeHamilton House, Suite 101-102, 1 Temple AvenueLondon, WORLD ENERGYISSUES MONITOR The World Energy Issues Monitor is a community-driven effort torefresh global common sense in energy. Each year it brings together theperspectives of energy leaders across regions, sectors, and generations to In this 16thiteration, more than 2,750 energy leaders across over 110countries assessed the impact and uncertainty of key transition issuesshaping today’s operating environment. The Issues Monitor does not prescribe pathways. It sharpens judgement. Byilluminating pressure points and emerging bright spots, it supports leaders inholding security, affordability, and sustainability together as energy systems World Energy Issues Monitor 2026, published by the World Energy Council. PAGES TABLE OF CONTENTS 04FOREWORD11CRITICAL UNCERTAINTIES AND ACTION PRIORITIES17BLIND SPOTS AND BRIGHT SPOTS20NAVIGATING FORWARD: RECALIBRATION UNDER MISTRUSTAND CONSTRAINT21CONCLUSION22ABOUT THE WORLD ENERGY ISSUES MONITOR25AKNOWLEDGEMENTS09INTRODUCTION06EXECUTIVE SUMMARY FOREWORD REBALANCING ENERGYSYSTEMS FOR PEACE As the risk of escalating conflict affects daily lives and energy systems across and beyond the MiddleEast and Gulf States, peace and stability have emerged as the defining uncertainty shaping world energy Energy systems sit at the centre of modern societies. They underpin national security, economicprosperity and environmental stewardship. Today those systems are expanding even as they transform. Managing modern energy systems has never been simple. Every country is pursuing its own energyaddition and/or energy technology transition pathway, shaped by its resource base, stage of development,institutional capacity and social priorities. While all face the connected challenges of balancing energy In a warmer, more volatile, and less predictable context, the task is to manage whole systemstransformations while keeping energy flows reliable, productive, affordable and accessible. This leadership Energy systems are best managed with disciplined attention to energy security, affordability andsustainability dimensions - balanced together in real time. Countries are repositioning within the World Energy Trilemma as the balance comes under strain in amore fragmented, many-games world. Trade-offs are deepening and the margins for error are narrowing. The central question now, however, is less about speed and more about coherence - whether energy flowsremain reliable, affordable and productive, as pressures from dignity, digitalisation and decarbonisation Around the world basic electricity and clean cooking access gaps are gradually closing, yet the remaininggaps still deny decent lives and economic opportunity to hundreds of millions of people across sub-Saharan Africa and Southeast Asia. And new deficits are growing in all regions as demands for increasinglydiverse modern energy services rise faster than systems can expand. These old gaps and new deficits In this context, the Trilemma is more than a framework for reference. It is a leadership discipline topractise. How countries and regions manage emerging systems trade-offs and synergies – or not – shapes When certainty evaporates, the quality of leadership dialogue - a process, not a panel - becomes part ofsystem stability itself. For more than a century, the World Energy Council has held the space where ‘all energy interests’ cancome together to compare realities, surface blind spots and learn about what is working (bright spots) –or not – in different places. In a more contested and digitally noisy world, this role as an infrastructure of In 2027 the world energy community will gather in Riyadh for the 27th World Energy Congress underthe theme “Inspiring Transformations, Delivering Transitions.” Congress is a pivotal moment to convertinsights into shared understanding