Energy

While volatile oil prices have introduced uncertainty across the energy sector, midstream is experiencing something closer to the opposite effect. The geopolitical disruptions reshaping global supply have reinforced one fundamental truth for midstream operators: volumes are coming. The question is no longer whether production will be drilled, but when and that shift in certainty is driving a meaningful acceleration in midstream deal activity. 

Scott Beicke, Americas Head of Power, Utilities & Infrastructure, and Georges Arbache, Managing Director, Power, Utilities & Infrastructure, shared their perspectives on the forces reshaping the sector at the Jefferies Energy & Power Summit 2026.

As oil and gas M&A activity has surged over the past two years, a relatively new financing structure has quietly moved from the margins of the market to the centre of some of its most competitive deal processes.

The closure of the Strait of Hormuz has sent shockwaves through global energy markets. With 20% of the world’s ready oil on the water at any given moment, and the majority of it passing through the Strait, the conflict in the Middle East has exposed just how thin the margin is between global supply and

How can one separate headlines from on-the-ground data and get a clear picture of global transition strategy in 2026?

Jefferies’ Sustainability & Transition Team set out to address that question in a new note, Energy Transition Download: Practical Tools to Track Macro, Sector & Companies.

Last week, SMBC and Jefferies co-hosted a forum for senior executives from leading Japanese corporations and investment firms. The event built on Jefferies’ Sustainability and Transition team’s longstanding collaboration with Japanese leaders to unlock opportunities in the country’s climate investing and decarbonization journey.

Just two months into the new U.S. presidential administration, the conversation—and regulatory framework—around energy is shifting dramatically. Yet global energy trends unfold along much different trajectories and timelines than those governing politics. According to Pete Bowden, Jefferies’ Global Head of Industrial, Energy & Infrastructure Investment Banking, this is why most energy investors and leaders with

Decarbonizing Japan’s economy comes with unique challenges and opportunities. The GX plan is specifically designed to address these challenges in five key steps.

New innovations aimed at modernizing the grid are gaining traction—and one, in particular, is turning heads. Infravision’s drone-enabled power line stringing uses unmanned aerial vehicles to install power lines faster and more cost-effectively than traditional methods.