2026 Energy Data Report

Table of Contents Part I: Energy and the Economy .... 1 Macroeconomy ........ 1.1 Macroeconomic Overview .......... 1.2 Fixed-Asset Investment ................ 2 Energy Overview ............. 2.1 Energy Resources and Consumption ........ 2.2 Energy Supply and Demand ...... 2.3 Energy Investment ........ 2.4 Energy Efficiency ........ 2.5 Carbon Market .... Part II: Fossil Fuels ........ 3 Coal ........ 3.1 Coal Supply and Demand ............... 3.2 Coal Prices ............ 3.3 Coal Storage and Transportation ............ 3.4 Coal Investment and Revenue ........ 4 Petroleum ...... 4.1 Crude Oil Supply and Demand ............ 4.2 Refined Petroleum Products Supply and Demand ....... 4.3 Petroleum Import Dependency ........ 4.4 Petroleum Prices ....... 4.5 Petroleum Storage and Transportation ....... 5 Natural Gas .......... 5.1 Natural Gas Supply and Demand ............... 5.2 Natural Gas Storage and Transportation ........... 5.3 Natural Gas Prices ..... 5.4 Urban Gas Infrastructure and Related Data ....... Part III: Electricity ..... 6 Electricity ....... 6.1 Electricity Generation ........... 6.2 Electricity Consumption ...... 6.3 Power Infrastructure Construction .......... 6.4 Electricity Market Trading ..... 6.5 Nuclear Energy ..... Part IV: Renewable Energy ....... 7 Development Overview ........ 8 Hydropower ........ 8.1 Installed Hydropower Capacity ....... 8.2 Hydropower Generation Volume .... 8.3 Annual Utilization Hours of Hydropower Equipment ..... 9 Wind Power ........ 9.1 Installed Wind Power Capacity ........ 9.2 Wind Power Generation Volume ...... 9.3 Annual Utilization Hours of Wind Turbines ....... 9.4 Grid Integration and Absorption of Wind Power ........ 9.5 Global Wind Turbine Manufacturer Installed Capacity ....... 9.6 Wind Turbine Imports and Exports ....... 10 Solar Photovoltaics ..... 10.1 Installed Photovoltaic Capacity.......... 10.2 Photovoltaic Generation Volume ....... 10.3 Annual Utilization Hours of Photovoltaic Systems ...... 10.4 Grid Integration and Absorption of Photovoltaic Power........... 10.5 Photovoltaic Product Output........ 10.6 Photovoltaic Product Import and Export Data.......... 11 Biomass Energy .......... 11.1 Installed Biomass Power Generation Capacity .......

New Technology Capable of Eliminating 30% of Carbon Emissions

In 2004, Casseris first came to MIT to pursue a graduate degree in mechanical engineering. At the time, he worked at the Sloan Automotive Laboratory, where he authored a report on the future of transportation. During his doctoral studies, he developed a novel technology to improve the fuel efficiency of internal combustion engines for an automotive and energy industry consortium; after graduation, he joined that same consortium. Around 2014, Leslie Bromberg—a prolific inventor holding over 100 patents and, for nearly 50 years, Chief Research Engineer at MIT’s Plasma Science and Fusion Center—approached him. “Bromberg had a crazy idea: to convert internal combustion engines into reactors,” Casseris recalled. “I’d studied this while working in industry—I loved it—but my company felt the concept required further validation.” Bromberg validated the idea through a U.S. Department of Energy–funded project, using a diesel engine to ‘reform’ methane—a high-pressure chemical reaction in which methane combines with steam and oxygen to produce hydrogen. This work deeply impressed Casseris, who returned to MIT in 2016 as a research scientist. “Alongside several other research projects, we continued pursuing this idea, and eventually decided to license it from MIT and commit fully to its development,” Casseris recalled. “If you’re an inventor at MIT, collaborating with MIT’s Technology Licensing Office is exceptionally straightforward. You can obtain low-cost licensing options and conduct extensive R&D under them—a critical advantage for a startup. Then, once you’re ready, you finalize the license agreement. So MIT played a pivotal role.” At the core of Emvolon’s system lies a commercially available automotive engine operated in a ‘fuel-rich’ mode—i.e., with a fuel-to-air ratio higher than required for complete combustion. “That sounds simple, but it demands substantial intellectual property—and precisely what MIT developed,” Casseris said. “Rather than combusting methane in the gas stream into carbon dioxide and water, we partially combust—or partially oxidize—it into carbon monoxide and hydrogen, the foundational building blocks for synthesizing various chemicals.” Hydrogen and carbon monoxide serve as intermediate products for synthesizing diverse chemical compounds via subsequent reactions. These downstream processing steps occur adjacent to the engine and are powered by the engine itself. Each standalone Emvolon system fits inside a 40-foot shipping container and can produce approximately eight tons of methanol per day from 300,000 standard cubic feet of methane gas. The company chose green methanol as its initial product because it serves as an ideal fuel for hard-to-abate sectors such as maritime shipping and heavy-duty transport, and also functions as an excellent feedstock for other high-value chemicals—including sustainable aviation fuel (SAF). Many cargo vessels have already transitioned to green methanol to meet decarbonization targets. This summer, the company also received a grant from the Department of Energy to refine its process, incorporating solar and wind energy for producing clean liquid fuels. “We aim to expand into other chemical products—such as ammonia—as well as alternative feedstocks, including biomass and hydrogen derived from renewable electricity. We’ve already achieved encouraging research results in these areas,” Casseris said.

Montauk Renewables Reports 9% Revenue Growth and Strong Q1 2026 Financial Results with Increased RIN Sales

May 7, 2026

Montauk Renewables reported a 9% revenue increase to $46.4 million in Q1 2026, driven by a 25.5% surge in RIN sales. The company also secured a $200 million credit facility and commissioned its Montauk Ag Renewables project.

Minichart

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2026-03-19

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Major RNG projects and votes ahead for Montauk Renewables (NASDAQ: MNTK)

2026-04-10

Montauk Renewables (MNTK) Price Target Decreased by 10.28% to $2.83

2026-04-22

Montauk Renewables Inc Financial Health Shows Elevated Distress Risk