Global Energy Sector Signals Strong Investment Confidence Amid Ongoing Market Uncertainty

## Global Energy Industry Briefing: Confidence, Capital, and Q3 Results The global energy sector is projecting resilience and optimism heading into 2027, with new survey data and third-quarter financial results painting a broadly positive picture for an industry navigating significant geopolitical and market headwinds. ### Industry Confidence Remains High The inaugural **ADIPEC Global Energy Report 2026: Power Shift** — drawing on responses from more than 1,800 business and energy leaders across 10 markets — found that **85% of respondents view the energy sector as having stronger investment appeal**, even as the industry contends with supply chain disruptions, energy transition pressures, and shifting demand patterns. The report examines how the industry is adapting to disruption, identifying where future growth opportunities lie and what structural changes will be required to meet rising global energy demand. For maritime stakeholders — including shipowners, bunker suppliers, and port operators — the findings carry direct relevance, as energy investment trends shape fuel availability, LNG infrastructure development, and the pace of decarbonisation across global shipping lanes. ### Dow Reports 13% Revenue Growth in Q3 Dow Inc. (NYSE: DOW) reported net sales of **$11.3 billion for the third quarter of 2026**, representing a **13% increase year-over-year**, with gains recorded across all operating segments. Local pricing rose 14% compared to the same period last year, led by the Packaging & Specialty Plastics division. For the maritime supply chain, Dow's performance is a bellwether for petrochemical feedstock markets that underpin coatings, packaging, and materials used extensively across the shipping and shipbuilding industries. ### PG&E Reaffirms Guidance Through 2027 California utility **PG&E Corporation (NYSE: PCG)** reported GAAP earnings of $0.34 per share for Q3 2026 and $1.06 per share for the first nine months of the year, reaffirming its financial guidance for both 2026 and 2027. While primarily a domestic utility story, PG&E's stable outlook reflects broader trends in grid investment and electrification infrastructure — developments that increasingly intersect with shore power initiatives and port electrification programmes along the US West Coast. ### H.I.G. Capital Takes Majority Stake in Italian Firm L4A Global alternative investment firm **H.I.G. Capital**, which manages approximately $75 billion in assets, announced the acquisition of a majority stake in **L4A**, a leading Italian company, to support its continued growth and international expansion. Further details on L4A's specific operations were not disclosed in the announcement. H.I.G.'s active deal-making in the European market reflects continued private equity appetite for energy-adjacent and industrial businesses across the continent. --- *Sources: ADIPEC Global Energy Report 2026, PR Newswire. Financial data sourced from Dow Inc. and PG&E Corporation Q3 2026 earnings releases. H.I.G. Capital announcement via PR Newswire.*