The 2026 Energy Forum brought together leading voices across the energy sector to discuss the market realities shaping investment, development, and infrastructure decisions today.
This page serves as a central repository for the insights, analysis, articles, and thought leadership created from those conversations — covering everything from policy risk and project finance to AI-driven power demand, transmission bottlenecks, and the future of energy development.
Explore the key takeaways driving the industry conversation forward.
Marshall & Stevens, FBT Gibbons, Grupo Cobra, Ascend Analytics, and TotalEnergies
Speakers for the 2026 Energy Forum
The 2026 Energy Forum featured industry leaders across development, finance, legal, analytics, infrastructure, and valuation.
2026 Energy Forum Insights
2026 Energy Outlook Report
Marshall & Stevens’ forward-looking analysis of the trends, risks, and market forces influencing energy investment and valuation heading into 2027. The report expands on the Forum discussion with deeper perspective on infrastructure, finance, reliability, transmission, and evolving project economics.
What the Room Said:
A high-level summary of the five major themes that emerged from the 2026 Marshall & Stevens Energy Forum. This overview serves as the starting point for the deeper-dive articles that follow, capturing the key insights and market perspectives shaping today’s energy landscape.
What’s Still Buildable and Bankable in Energy in 2026?
An examination of what projects are still financeable in a post-subsidy environment and why execution capability, transmission access, and supply-and-demand fundamentals are becoming the defining factors in development success.
How Capital Is Being Reallocated Across the Energy Stack
A closer look at where energy capital is flowing in 2026, including renewable asset sell pressure, the rise of patient capital, and the investment implications of AI-driven infrastructure demand.
The Legal Variables In Energy That Are Still Unresolved
An overview of the unresolved regulatory and compliance issues affecting transactions and project finance across the energy sector. The article explores FEOC uncertainty, tax credit risk, transmission and infrastructure constraints, and the growing challenge of underwriting projects in an unsettled regulatory environment.
Energy Policy Analysis: The Regulatory Environment in Plain Language
A practical breakdown of today’s policy landscape and what it actually means for developers, investors, lenders, and operators making long-term infrastructure decisions. The article explores FEOC uncertainty, transmission policy, incentive durability, and the challenge of underwriting 30-year assets in a rapidly evolving regulatory environment.
Data Center Power: The Demand Shock Rewriting Energy Economics
An exploration of how AI and data center growth are reshaping power demand, transmission planning, storage deployment, and the economics of energy infrastructure investment. The article examines the gap between announced and deliverable demand, the operational differences between training and inference data centers, and the infrastructure constraints that may determine what ultimately gets built.
Watch the Forum
Watch the complete 2026 Marshall & Stevens Energy Forum discussion on demand, featuring candid perspectives from industry leaders across development, finance, legal, analytics, infrastructure, and valuation.
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