ARC ENERGY IDEAS Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025
Feb 4, 2026
A lively look at BloombergNEF’s finding that energy-transition investment hit a record $2.3 trillion in 2025. They debate labels for the energy shift and which technologies count. Charts show electrification surging, driven by renewables, grids, and a big AI/data-center capex boom. China’s EV scale and truck electrification get attention. Venezuela’s oil sector reforms and fiscal challenges round out the discussion.
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Record $2.3T Shift To Electricity Themes
- Global energy transition investment hit $2.3 trillion in 2025, an 8% increase from 2024.
- Most growth is in mature electricity-related areas like solar, batteries, and EVs.
Commercial Drivers Now Outpace Policy
- Much of the transition investment is now driven by commercial demand rather than only climate policy.
- Over 90% of the $2.3T (if EVs included) ties back to electricity themes.
Supply Advantage Fuels Renewables Growth
- Renewables benefit from available manufacturing capacity and faster build times compared with gas turbines.
- That spare capacity helps wind, solar and batteries scale to meet urgent electricity demand growth.