• Commentary

        • 19 Jan 2026

        7 certainties about energy for this age of uncertainty

        ED commentary The energy sector, like many others, is contending with a blizzard of uncertainties, complicating the work of policymakers, business leaders and investors.Geopolitical twists and turns are straining long-established relationships and upending deeply held assumptions. The World Uncertainty Index, devised by economists from the IMF and Stanford University, has hit unprecedented levels in recent months.But in this time of flux, there are still some important trends that we can identify with some confidence. Here are seven that can help us keep our bearings: The world has entered the age of electricity Oil and gas will still…

        • Commentary

        • 23 Jun 2026

        How accelerating electrification could strengthen energy security in Southeast Asia

        …For example, around 30% of energy consumed in Brunei Darussalam and Viet Nam is electricity, up from less than 20% in the mid-2000s. Some segments of the economy are also seeing rapid growth in electrification: in 2025, EV sales in the region more than doubled year-over-year and accounted for nearly 20% of all car sales – higher than the sales share in a number of advanced economies.Even so, there remains significant potential to further expand electrification across Southeast Asia’s industry, transport and buildings sectors – supporting more secure, affordable and sustainable energy systems across the region. Several of…

        • Commentary

        • 13 Mar 2026

        Why the growth of energy service companies is uneven globally

        …more than 130 energy cooperatives adopted ESCO business models in 2025 – double the previous year. In Italy, where 900 companies are certified as ESCOs, average market revenues increased by over 78% in the past three years.Overall, ESCO markets scale up where policy frameworks are durable, procurement rules are aligned with performance contracting, and projects are implemented through standardised processes. In markets lacking these conditions, high transaction costs, contractual complexity and policy uncertainty continue to limit demand. These barriers are most visible in smaller scale and residential building projects, where ESCO models based on energy savings are harder to implement…

        • Commentary

        • 19 Jun 2026

        Delivering on the EU’s electrification ambitions

        …renewed attention to the EU’s target of increasing electrification from 24% today to 32% of energy consumption by 2030.This commentary is the second in a series examining the case for electrification in the EU. The previous instalment looked at the cost-competitiveness of electric technologies under 2025 price conditions. This commentary explores where new electricity consumption is expected to emerge across end-use sectors in order to reach the 32% target, and some of the challenges and opportunities that come with it.Over the past decade, electricity demand has grown almost twice as fast as energy demand globally…

        • Commentary

        • 15 Jun 2026

        From farms to fuel: Ukraine’s biomethane opportunity for energy security and European decarbonisation

        …emissions gas. Home to the largest agricultural land area in Europe, Ukraine has the resource potential to become one of the continent’s leading biomethane producers, supplying both its domestic market and the EU via an already existing pipeline infrastructure.The first exports of biomethane come at a critical moment. Repeated Russian attacks on Ukrainian energy infrastructure have exposed the vulnerabilities of centralised energy supply. Although biomethane relies on the same gas distribution and transmission infrastructure as natural gas, its production is inherently more decentralised than domestic natural gas extraction, reducing exposure to disruptions affecting individual production sites. Biogas and…

        • Commentary

        • 13 May 2026

        Energy crisis threatens world’s most vulnerable as cooking fuel shortages grow

        …Previous energy crises affected economies and societies in profound ways, often forcing households to ration fuel for their cars and heating for their homes. The 2026 crisis is being felt across the globe – and households in emerging and developing economies are now facing a particularly severe challenge: whether there is enough fuel simply to cook a meal, and whether they can still afford it.At the centre of this sits liquefied petroleum gas (LPG), the world's most widely used cooking fuel. Around 3.4 billion people across the developing world use LPG as their primary source of energy for…

        • Commentary

        • 09 Jun 2026

        The energy crisis creates even stronger impetus for EU electrification

        …energy consumption relies on fossil fuels, of which the EU imports more than 80%.This commentary is the first in a series examining the case for electrification in the EU, identifying cost competitiveness and areas where targeted policies could catalyse change. Fuel price ratios determine electrification competitiveness To make electrification cost-competitive, electricity prices need to fall below a threshold ratio relative to the price of fossil fuels. Because most electrification options are several times more efficient than conventional alternatives, they can be cheaper to operate than conventional fuel-based technologies even when electricity costs more per unit of energy…

        • Commentary

        • 25 Mar 2026

        Businesses see competitive value of energy efficiency, but smaller firms struggle to access solutions

        …position in global markets. Yet not all firms have the same capacity to quickly improve their energy efficiency.New analysis of the 2025 IEA Industrial Competitiveness Survey – which covered 1 000 companies across 14 countries – shows that business leaders view energy efficiency as closely linked to their competitive performance. But the survey also highlights a persistent divide: while large companies are often well positioned to capture these benefits, many that are small and medium-sized face barriers that limit their ability to invest in efficiency and compete on the same terms. Energy efficiency drives competitiveness across all sectors, with select industries…

        • Commentary

        • 29 May 2026

        Battery storage is scaling up and taking on a larger system role

        Commentary As the result of falling costs and greater flexibility needs, battery storage is playing a growing role in power systems worldwide, acting as a “multi-tool” that can provide a range of critical system services at once. According to the latest data, the deployment of batteries expanded strongly in 2025 and broadened across markets – with rapid growth in countries such as Australia and Saudi Arabia, where storage is increasingly being used to support the integration of rising shares of variable renewables.In regions that have been at the forefront of renewable integration and battery deployment, batteries now play an…

        • Commentary

        • 03 Jun 2026

        India’s electricity demand grows at night: Managing rising cooling demand

        India cooling commentary As India’s cooling demand surges alongside solar power capacity, ensuring sufficient nighttime power capacity is key Power consumption in India is on the rise amid economic and population growth, as well as the growing use of air conditioning as more households purchase units and temperatures increase. Since 2019, the country’s electricity demand has increased by 5% per year. While electricity supply has kept pace, solar PV has accounted for two-thirds of power capacity additions in India since 2019. Against this backdrop, ensuring adequate power generation capacity during periods of peak demand is emerging as…

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