[Episode #285] – Covering Demand Growth

Despite repeated "peak emissions" claims since 2017, the IEA expects power-sector emissions to hit a new high in 2026 before leveling off.

• 2026 emissions uptick: IEA's July midyear update projects electricity demand up 3.6% in 2026 (vs ~3% in 2025), pushing power-sector emissions up ~1% to a new high before leveling off in 2027.
• Supply shocks drove coal substitution: Strait of Hormuz shipping disruptions cut ~20% of global LNG supply, spiking Asian/European gas prices to post-2022-crisis highs and pushing countries back to coal.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.