
The Redefining Energy podcast revisits 2025 energy predictions and forecasts for 2026. The hosts evaluate their previous year's predictions on oil production, renewable energy installations, and ESG investments, with Michael emerging as the winner despite initial misses. Discussions reveal complexities in forecasting due to geopolitical factors, particularly China's influence on oil demand and solar panel production. For 2026, predictions include declining battery storage costs in China, a potential data center credit crisis, decreased global wind and solar installations due to system constraints, and a surge in solar deployment in Africa. The hosts also anticipate a contentious revision of the Greenhouse Gas Protocol and challenges for the LNG market due to peaking demand and increased price sensitivity.
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