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1、March 2026Industrials PracticeCharging ahead:Electrification equipment trends to watch in 2026Power demand growth,bottlenecks in equipment supply,labor shortages,and changing trade policies:Amid these shifts,where are the opportunities for OEMs across the electrification supply chain?This article is

2、 a collaborative effort by Fridolin Pflugmann,Harald Bauer,and Luigi Gigliotti,with Adrian Pelz,Eva Daminato,Friederike Fietz,Lia Jakob,and Sol Puente,representing views from McKinseys Industrials Practice.Global electricity demand has surged over the past two decades.In fact,it nearly doubled from

3、2000 to 2023.1 In 2024,demand continued to accelerate,rising by approximately 4percent(around 1,000terawatt-hours TWh)and approaching 30,000TWh threshold for the first time.2 What has fueled this robust growth?Global demand has surged due to rapid economic growth,industrialization,and urbanization a

4、s well as the increased use of digital infrastructure.Rising living standards in combination with increased use of air conditioning,electric vehicles(EVs),and heat pumps are also contributing factors.Despite the boom,dynamics play out differently across sectors and geographies.While power infrastruc

5、ture investments are surging,renewable and hydrogen generation projects have been reassessed and delayed due to shifting priorities,economic challenges,and bottlenecks within the equipment supply chain.The implications for global OEMs are considerable.While electrification hardware revenues are proj

6、ected to continue to grow by 2035,the pace of that growth has moderated compared with earlier projections.OEMs specializing in high-complexity technologies for growth segments such as power infrastructure and data centers continue to see strong market momentum,while those with more-commoditized port