Trends and Development in the Energy & Natural Resources Sector.

The global energy sector is undergoing significant transformation as countries respond to changing economic conditions, climate commitments, and evolving energy demands. The following are some of the key global developments and trends shaping the energy sector today.

• Surging Electricity Demand & Data Centers:
  • The rapid expansion of artificial intelligence and cloud computing is driving unprecedented electricity consumption, with data centers emerging as one of the fastest growing sources of power demand globally. This surge is pushing utilities and policymakers to accelerate grid investments and reconsider energy security strategies, often leading to an “all of the above” approach that balances renewable expansion with reliable baseload power from natural gas and other sources.
• Renewable Energy Growth:
  • Clean energy deployment reached record levels in 2025, with global renewable, led by solar photovoltaic technology which accounted for roughly three quarters of all new installations. Despite facing grid constraints, regulatory hurdles, and policy uncertainty in key markets, renewables now represent a significant percentage of new power capacity additions and are projected to become the world’s largest electricity source by mid 2026, fundamentally reshaping how energy is produced and consumed worldwide.

Highlights
Several regulatory, investment, and infrastructure developments have shaped the Kenyan energy sector.

These developments can be grouped into policy reforms, renewable energy expansion, grid infrastructure, and energy transition initiatives.

The following are likely to be the major developments:

• Regulatory reform in power sector tariffs.
• National Electric Mobility Policy Adoption.
• Grid Infrastructure Investment.
• Expansion of solar and distributed energy.

Read more Trends and Development in Energy & Natural Resources Sector

QUARTERLY UPDATES, APRIL 2026 ISSUE