Analysis from Brookfield highlights that global electricity demand is accelerating at an unprecedented pace, driven largely by large corporations seeking reliable and cost-effective power. Renewable energy is expected to meet most of this rising demand, reinforcing its central role in the global energy transition.

The firm notes that renewables have become the lowest-cost source of bulk electricity in most regions, following a steep decline in costs over the past decade. This cost advantage is driving rapid corporate adoption and positioning renewable power as a cornerstone of future generation capacity and decarbonisation efforts.

Despite short-term market volatility linked to policy shifts, Brookfield emphasises that the long-term fundamentals remain strong. Significant investment opportunities are emerging across renewable power, energy storage, nuclear and sustainable aviation fuel, as electrification and low-carbon solutions become increasingly integral to global energy strategies.