CFA：2026年冬季全球能源行业并购策略与市场趋势报告（英文版）（36页）.pdf

1、EnergyINDUSTRY REPORT Winter|2026CREAT IN GM&A STRATEGIES FOR BUSINESS OWNERSSINCE 1956Energy Industry News|Winter 2026|Page 2Table of ContentsMarket Observations.3Transaction Highlights.14Public Companies .17CFA Overview.28Energy Industry News|Winter 2026|Page 3Market ObservationsEnergy Industry Ne

2、ws|Winter 2026|Page 4Market SummaryEnergy Market In Q4 2025,the global energy industry underwent a dynamic shift driven by surging demand,geopolitical tensions,and a transition to cleaner sources,tempered by economic realities.Fossil fuels remained the primary focus,as coal and oil are expected to r

3、each their peaks before 2030.Oil demand reached a record peak of 102 million barrels per day in the quarter,while natural gas stayed at a steady level due to substitutes.In developed economies,coal is fading rapidly but continues to remain in Asian regions,highlighting the importance of gradual rath

4、er than sudden change.The renewable movement is gathering momentum,driving the future with solar PV dominating world-record capacity additions.It is fuelled by falling prices and favourable regulations.The industry,currently worth$1.7 trillion by 2025,is projected to experience 17.2%annual growth to

5、$7.3 trillion by 2034.This is driven by solar,wind,and hydro additions that surpass fossil fuel expansions.During Q4 2025,energy markets faced intense pressure due to peak winter demand.Oil prices ranged between$7075 per barrel,with OPEC+keeping production levels steady,but abundant supply capped pr

6、ofits.Natural gas surged in Europe because of cold snaps and low stocks,while U.S.LNG exports surged to record highs.Solar output in renewable locations increased 25%year-over-year,compensating for fossil use during high-demand periods and contributing to grid stability.Overall,Q4 emphasized the res