能源转型指数2026

Energy TransitionIndex 2026 I N S I G H TR E P O R TJ U N E2 0 2 6 Contents Foreword3 Executive summary4 Introduction5 1Framework7 2Overall results112.1Transition scores12 3Sub-index and dimension trends27 3.1System performance283.2Transition readiness37 4Energy security434.1Transition under system pressure444.2Security shaping the transition and competitiveness52 Looking ahead: top three actions57 Appendices59 Contributors74 Endnotes76 Disclaimer This document is published by theWorld Economic Forum as a contributionto a project, insight area or interaction.The findings, interpretations andconclusions expressed herein are a resultof a collaborative process facilitated andendorsed by the World Economic Forumbut whose results do not necessarilyrepresent the views of the World EconomicForum, nor the entirety of its Members,Partners or other stakeholders. ©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopyingand recording, or by any informationstorage and retrieval system. Foreword Roberto BoccaHead, Centre for Energyand Materials; Member ofthe Executive Committee,World Economic Forum Muqsit AshrafGlobal Lead for Industryand Enterprise, Accenture Over the past decade, the transition towards moresecure, sustainable and affordable energy systemshas seen measurable progress driven by long-termambition, declining technology costs, strengtheningpolicy commitments and growing investment. Theseforces remain essential. Yet the pace and directionof the transition has been defined not by ambitionalone, but by short-term realities: economicconditions, geopolitical shocks and the capacityof systems to absorb change. the policy, financial, infrastructural and innovationconditions required to sustain progress over time. This year’s ETI highlights three defining signals. First, a pause. Overall progress has flatlined, andtransition readiness has declined for the first timein over a decade, signalling a weakening of thefoundations needed for future gains – one that wehope proves temporary, rather than the start of amore prolonged period of stagnation. In 2026, rising geopolitical tensions, tradefragmentation and surging demand are reshapingpriorities; energy security, affordability and systemresilience are more visibly central design principles.This reflects not a departure from transition goals,but a recognition that progress cannot be sustainedwithout stronger foundations. Second, rising pressure. The transition is shaped bycompounding stresses: geopolitical fragmentation,supply and price volatility, accelerating demand andcapital concentrating in a limited number of marketswhile high-growth economies remain underserved. Third, a shifting priority. Energy security isemerging as a core determinant of competitiveness.Countries that integrate resilience into systemdesign are better positioned to attract investmentand sustain deployment, but at the risk of wideningregional divergence. Recent energy market disruptions have exposedlongstanding energy security vulnerabilities: supplyconcentration, high import dependence andinfrastructure constraints. The impacts are uneven;emerging economies face the sharpest trade-offs,where limited fiscal space and restricted access tocapital narrow the room to act. At the same time,the enabling conditions that underpinned progressin recent years, supportive policy environments,accessible capital and strong innovationmomentum, can no longer be assumed. The energy transition is not reversing, but itis fracturing and becoming more uneven. Thismeans that decisions made by government andbusiness leaders are all the more important andcomplex. The ETI aims to provide a consistent,evidence-based view of how energy systems areperforming, how prepared they are for the future,and where the gaps between ambition and deliveryare widening, supporting more informed decision-making at a time when both urgency anduncertainty are high. In its sixteenth year, the Energy Transition Index(ETI) tracks energy systems across 120 countriesusing 44 indicators. It assesses both current systemperformance – across security, sustainability andaffordability – and transition readiness, including Executive summary The 2026 ETI shows a transition understrain, with continued energy growthincreasingly challenged by externalshocks and structural constraints. Energy transition progress is fragmentingand becoming increasingly uneven. In thisyear’s Energy Transition Index (ETI), only 24% ofcountries improved simultaneously across security,affordability and sustainability, while the enablingconditions that drive future progress, policy, finance,innovation and infrastructure have weakened for thefirst time in over a decade. electrification, cooling, digital infrastructure, AI-enabled data centres and economic growth. Energysystems are being asked to deliver more, morereliably and cleanly, while alrea