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S&P Global study says rising EMDE energy demand puts 1.5C climate goal out of reach

PUBT·09/17/2026 12:00:05
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S&P Global study says rising EMDE energy demand puts 1.5C climate goal out of reach
  • S&P Global analysis flagged emerging markets as the main driver of energy demand growth, challenging more-ambitious climate targets.
  • Energy demand from EMDEs projected to rise more than 60% by 2060, adding 155 EJ of primary demand; advanced economies and China seen flat.
  • Study judged 1.5°C pathways implausible; global net-zero before 2100 unlikely; 2°C possible only under the most aggressive decarbonization case.
  • Under that case, solar and wind capacity rises eight-fold globally by 2060, grids need $50 trillion of investment, emissions fall 65%.
  • Fossil fuels remain embedded; even in the 2°C case, upstream oil and gas investment exceeds $11 trillion through 2060.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. S&P Global Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: 202609170759PR_NEWS_USPR_____NY49966) on September 17, 2026, and is solely responsible for the information contained therein.