{"id":41461,"date":"2026-01-06T07:15:00","date_gmt":"2026-01-06T15:15:00","guid":{"rendered":"https:\/\/www.lifeandnews.com\/articles\/?p=41461"},"modified":"2026-01-09T18:59:10","modified_gmt":"2026-01-10T02:59:10","slug":"the-battle-over-a-global-energy-transition-is-on-between-petro-states-and-electro-states-heres-what-to-watch-for-in-2026","status":"publish","type":"post","link":"https:\/\/www.lifeandnews.com\/articles\/the-battle-over-a-global-energy-transition-is-on-between-petro-states-and-electro-states-heres-what-to-watch-for-in-2026\/","title":{"rendered":"The battle over a global energy transition is on between petro-states and electro-states \u2013 here\u2019s what to watch for in 2026"},"content":{"rendered":"\n

Jennifer Morgan<\/a>, Tufts University<\/a><\/em><\/p>\n\n\n\n

Two years ago, countries around the world set a goal<\/a> of \u201ctransitioning away from fossil fuels in energy systems in a just, orderly and equitable manner.\u201d The plan included tripling renewable energy capacity and doubling energy efficiency gains<\/a> by 2030 \u2013 important steps for slowing climate change since the energy sector makes up about 75% of the global carbon dioxide emissions<\/a> that are heating up the planet.<\/p>\n\n\n\n

The world is making progress: More than 90%<\/a> of new power capacity added in 2024 came from renewable energy sources, and 2025 saw similar growth<\/a>.<\/p>\n\n\n\n

However, fossil fuel production is also still expanding<\/a>. And the United States, the world\u2019s leading producer<\/a> of both oil and natural gas, is now aggressively pressuring countries<\/a> to keep buying and burning fossil fuels.<\/p>\n\n\n\n

The energy transition was not meant to be a main topic when world leaders and negotiators met at the 2025 United Nations climate summit, COP30<\/a>, in November in Bel\u00e9m, Brazil. But it took center stage from the start to the very end, bringing attention to the real-world geopolitical energy debate underway and the stakes at hand.<\/p>\n\n\n\n

Brazilian President Luiz In\u00e1cio Lula da Silva began the conference by calling for the creation of a formal road map<\/a>, essentially a strategic process in which countries could participate to \u201covercome dependence on fossil fuels.\u201d It would take the global decision to transition away from fossil fuels from words to action.<\/p>\n\n\n\n

\"President
Brazilian President Luiz In\u00e1cio Lula da Silva speaks at COP30, where he promoted the idea of a road map to help the world speed up its transition from fossil fuels to clean energy. AP Photo\/Andre Penner)<\/a><\/figcaption><\/figure>\n\n\n\n

More than 80 countries said they supported the idea<\/a>, ranging from vulnerable small island nations like Vanuatu that are losing land and lives from sea level rise and more intense storms, to countries like Kenya that see business opportunities in clean energy, to Australia, a large fossil-fuel-producing country.<\/p>\n\n\n\n

Opposition, led by the Arab Group\u2019s oil- and gas-producing countries<\/a>, kept any mention of a \u201croad map\u201d energy transition plan out of the final agreement from the climate conference, but supporters are pushing ahead.<\/p>\n\n\n\n

I was in Bel\u00e9m for COP30, and I follow developments closely as former special climate envoy and head of delegation for Germany and senior fellow at the Fletcher School<\/a> at Tufts University. The fight over whether there should even be a road map shows how much countries that depend on fossil fuels are working to slow down the transition, and how others are positioning themselves to benefit from the growth of renewables. And it is a key area to watch in 2026.<\/p>\n\n\n\n

The battle between electro-states and petro-states<\/h2>\n\n\n\n

Brazilian diplomat and COP30 President<\/a> Andr\u00e9 Aranha Corr\u00eaa do Lago has committed to lead an effort in 2026 to create two road maps<\/a>: one on halting and reversing deforestation and another on transitioning away from fossil fuels in energy systems in a just, orderly and equitable manner.<\/p>\n\n\n\n

What those road maps will look like is still unclear. They are likely to be centered on a process for countries to discuss and debate how to reverse deforestation and phase out fossil fuels.<\/p>\n\n\n\n

Over the coming months, Corr\u00eaa plans to convene high-level meetings among global leaders, including fossil fuel producers and consumers, international organizations, industries, workers, scholars and advocacy groups.<\/p>\n\n\n\n

For the road map to both be accepted and be useful, the process will need to address the global market issues of supply and demand, as well as equity. For example, in some fossil fuel-producing countries, oil, gas or coal revenues are the main source of income<\/a>. What can the road ahead look like for those countries that will need to diversify their economies?<\/p>\n\n\n\n

\"A
Nigeria\u2019s Bodo community is suing Renaissance Africa Energy Company Limited, an oil consortium that acquired Shell\u2019s Nigerian subsidiary, over two major oil spills in the Niger Delta in 2008. Shell admitted liability and settled with the community in 2014, committing to cleanup efforts. However, the Bodo community has been critical of the quality and transparency of Shell\u2019s cleanup, and is seeking further damages and remediation. Here, activists protest the company\u2019s actions. Leon Neal\/Getty Images<\/a><\/figcaption><\/figure>\n\n\n\n

Nigeria is an interesting case study<\/a> for weighing that question.<\/p>\n\n\n\n

Oil exports consistently provide the bulk of Nigeria\u2019s revenue, accounting for around 80% to over 90% of total government revenue and foreign exchange earnings. At the same time, roughly 39% of Nigeria\u2019s population<\/a> has no access to electricity, which is the highest proportion of people without electricity of any nation. And Nigeria possesses abundant renewable energy resources across the country, which are largely untapped: solar, hydro, geothermal and wind, providing new opportunities.<\/p>\n\n\n\n

What a road map might look like<\/h2>\n\n\n\n

In Bel\u00e9m, representatives talked about creating a road map that would be science-based and aligned with the Paris climate agreement<\/a>, and would include various pathways to achieve a just transition for fossil-fuel-dependent regions.<\/p>\n\n\n\n

Some inspiration for helping fossil-fuel-producing countries transition to cleaner energy could come from Brazil and Norway.<\/p>\n\n\n\n

In Brazil, Lula asked his ministries to prepare guidelines for developing a road map<\/a> for gradually reducing Brazil\u2019s dependency on fossil fuels and find a way to financially support the changes.<\/p>\n\n\n\n

His decree specifically mentions creating an energy transition fund, which could be supported by government revenues from oil and gas exploration. While Brazil supports moving away from fossil fuels, it is also still a large oil producer<\/a> and recently approved new exploratory drilling<\/a> near the mouth of the Amazon River.<\/p>\n\n\n\n

Norway, a major oil and gas producer, is establishing a formal transition commission<\/a> to study and plan its economy\u2019s shift away from fossil fuels, particularly focusing on how the workforce and the natural resources of Norway can be used more effectively to create new and different jobs.<\/p>\n\n\n\n

Both countries are just getting started, but their work could help point the way for other countries and inform a global road map process.<\/p>\n\n\n\n

The European Union has implemented a series of policies and laws aimed at reducing fossil fuel demand<\/a>. It has a target for 42.5% of its energy to come from renewable sources<\/a> by 2030. And its EU Emissions Trading System<\/a>, which steadily reduces the emissions that companies can emit, will soon be expanded to cover housing and transportation. The Emissions Trading System already includes power generation, energy-intensive industry and civil aviation.<\/p>\n\n\n\n

Fossil fuel and renewable energy growth ahead<\/h2>\n\n\n\n

In the U.S., the Trump administration has made clear through its policymaking<\/a> and diplomacy<\/a> that it is pursuing the opposite approach: to keep fossil fuels as the main energy source for decades to come.<\/p>\n\n\n\n

The International Energy Agency still expects to see renewable energy grow faster than any other major energy source<\/a> in all scenarios going forward, as renewable energy\u2019s lower costs make it an attractive option in many countries. Globally, the agency expects investment in renewable energy in 2025 to be twice that of fossil fuels<\/a>.<\/p>\n\n\n\n

At the same time, however, fossil fuel investments are also rising with fast-growing energy demand.<\/p>\n\n\n\n

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