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Fighting Words: The Energy Transition in 2026

J.P. Morgan Eye on the Market by Michael Cembalest

Mar 3, 202639:43Business

Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste he...

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Fighting Words: The Energy Transition in 2026 is an episode from J.P. Morgan Eye on the Market by Michael Cembalest. Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the...

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Published Mar 3, 2026, 39:43 long, audio available.

Fighting Words: The Energy Transition in 2026

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