As we move further into 2026, the global energy landscape is increasingly defined by divergence. Oil and natural gas fundamentals are separating, geopolitical volatility remains elevated, and across the industrial economy, execution speed is becoming the defining competitive variable. Nowhere is that shift more visible than in power markets. The collision between rising demand and constrained capacity is reshaping how energy decisions are made. In AlphaSense’s 2026 Energy & Industrials Outlook, I describe ...