Energy Security Drives Global 'Drill Baby, Drill' Push by 2026

• Global electricity demand is surging due to AI, EVs, and advanced manufacturing, outstripping grid and baseload capacity.
• China's LPG/LNG import figures show a shift towards domestic production and energy security, reducing reliance on volatile global markets.
• Policymakers are becoming pragmatic, recognizing fossil fuels as critical backstops for stable power despite renewable expansion.
• The 'drill baby, drill' approach may spread globally by 2026, driven by economic pressure, power shortages, and the need for energy security.
• This shift isn't a rejection of clean energy but an insurance against blackouts and price spikes in an increasingly electrified world.

Why It Matters: Global energy security concerns may revive 'drill baby, drill' policies by 2026.