Controversial Topics in the Energy Transition for 2026

J.P. Morgan's Eye on the Market series outlines several core controversial topics in the energy transition for 2026, covering data center impacts on electricity prices, the cost of solar-plus-storage as baseload power, the true cost of small modular reactors, Germany's nuclear phase-out decision, and China's dominance in renewable energy supply chains. Related topics also include the profitability of the electric vehicle industry, carbon capture, and renewable fuel progress.