Market Moves Energy: Renewables investment is on the rise

May 14, 2026 | Buildings & Construction, Digital Infrastructure, Energy & Utilities, Infrastructure

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Who says the energy market isn’t exciting? President Trump’s Iran war might be backfiring on his fight against renewables. A study projects the electrical equipment market will grow from $20 billion to $65 billion over the next four years, with data centers accounting for 40% of that increase. And hydropower may be poised for a comeback.

Meanwhile, the outlooks for oil and gas are diverging: Ine study forecasts a 24% decline while a major producer has increased its 2026 production guidance by 3% and added $150 million in capital spending. Read on to learn more about all that and more in our latest Market Moves Energy newsletter.

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