AI, Natural Gas, and Rare Earths: 2026's High-Stakes Sustainability Shifts | Allspring Global Investors
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2026 is set to redefine the sustainability investing landscape. Allspring Global Investments' Henrietta Pacquement and Kofi Mbuk put a spotlight on three themes: soaring AI and data centre energy demands, natural gas’s resurgence as a ‘transition’ fuel, and the fierce race for rare earth materials amid geopolitical rivalry. Expect record-breaking bond issuance across utilities and infrastructure, mounting water and grid challenges, and unprecedented capital flows, plus, fresh volatility from global resource shake-ups.
To access Allspring’s Sustainability Outlook 2026, click here
About Allspring Global Investments
Allspring Global Investments™ is an independent asset management firm with more than $628 billion in assets under advisement*, 19 offices globally, and investment teams supported by 375+ investment professionals. Over the past several years, Allspring has pioneered a climate transition approach to credit markets that seeks to deliver optimum investor outcomes through a combined climate and financial lens. To find out more about our climate transition investment capabilities, please visit our website.
*As of December 31, 2025.Figures include discretionary and non-discretionary assets.
