• Commentary

        • 13 Mar 2026

        Why the growth of energy service companies is uneven globally

        …least half of identified efficiency measures through performance contracting. This created stable public sector demand for ESCO services and nearly doubled the market compared with pre-2020 levels.Investment levels in Europe meanwhile experienced a modest contraction in 2024, remaining close to pre-2020 levels. However, some countries are showing renewed dynamism. In Poland, 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…

        • Commentary

        • 15 Jun 2026

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

        …waste. The IEA estimates Ukraine’s biogas and biomethane production potential, using only waste and residues, at roughly 11.6 billion cubic meters equivalent (bcme) per year, making it the European leader in terms of available feedstock.  Ukraine’s biomethane sector benefits from another advantage in addition to feedstock availability: well-developed domestic gas infrastructure. The country’s extensive gas network connects in the West and South to Poland, Hungary, Slovakia and Romania via Moldova, with a combined exit capacity of around 140 bcm of natural gas per year. Ukraine also hosts Europe’s largest underground gas storage facilities, with…

        • Commentary

        • 06 Mar 2026

        The next wave of LED lighting: Smarter, circular and more efficient

        lighting commentary The first LED revolution reduced energy use worldwide – and a second wave of deployment is now taking shape As the world enters the Age of Electricity, lighting remains one of the most visible – and widespread – parts of our energy use.The IEA estimates that lighting in buildings and outdoor applications accounts for the majority of overall lighting electricity demand. In 2024, around 8% of global electricity demand – or about 2 200 terawatt hours (TWh) – was attributed to lighting in buildings and outdoor applications, excluding industry and agriculture. These figures reflect the latest available data and define the scope…

        • Commentary

        • 19 Jun 2026

        Delivering on the EU’s electrification ambitions

        EU paper The EU has ambitious goals for electrification Electrification is a key pillar of the EU’s energy security, industrial competitiveness, and climate strategy. Today, imported fuels account for around 60% of the EU’s total energy demand and cost the bloc EUR 380 billion in 2024. The risks associated with the EU’s reliance on fuel imports have been highlighted by recent market disruptions linked to the near-closure of the Strait of Hormuz amid the conflict in the Middle East, bringing renewed attention to the EU’s target of increasing electrification from 24% today to 32% of…

        • 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

        • 04 Feb 2026

        Canada is set to play a leading role in supplying the world with responsibly produced critical minerals

        Commentary Already a mining hub, Canada could play a big part in diversifying global mineral supply chains Since 2023, the IEA has been conducting Critical Mineral Reviews – in-depth country reviews of critical mineral policies and security that have served as part of the Agency’s pioneering work to ensure secure mineral supply chains. The latest Critical Minerals Review of Canada shows that at a time of increasing concentration risks, including from export controls by the dominant supplier, Canada has the potential to contribute to the development of secure, diversified and competitive global supply chains for critical minerals.Canada can…

        • Commentary

        • 27 Mar 2026

        Policy and financing momentum sustain CCUS progress despite setbacks

        CCUS Projects Database 2026 commentary Efforts to expand carbon capture, utilisation and storage (CCUS) took some important steps forward in 2025. Despite delays and cancellations in some areas, projects reached notable milestones in key markets, while growing financing provided further momentum.CCUS deployment in Europe saw a step-change as the world’s first dedicated carbon dioxide CO2 storage hub began operating in Norway. Major projects were also commissioned in China and North America, and the construction of new facilities began in eight countries worldwide. The newest annual update to the IEA’s CCUS Project Database – which incorporates developments between…

        • Commentary

        • 27 Jan 2026

        Designing an effective strategic stockpiling system for critical minerals

        critical minerals 2025 was the year when the risks of highly concentrated critical minerals supply chains materialised at scale The IEA has long warned of the potential security risks associated with the high concentration of critical mineral supply chains. In 2025, these risks became a reality, marking a major turning point for global economic security. The rare earths export controls announced by China in October 2025 posed major national and economic security risks across the world, with potentially severe impacts for a range of strategic sectors including energy, automotive, defence, aerospace, AI and semiconductors. Earlier export controls introduced in April…

        • Commentary

        • 23 Jun 2026

        How accelerating electrification could strengthen energy security in Southeast Asia

        Commentary Electrification is key to energy security and sustainability across Southeast Asia Energy demand is rising rapidly in Southeast Asia, driven by economic growth, industrialisation, urbanisation and rising incomes. Since 2015, energy demand has risen by around 40%, while electricity demand has grown even faster – twice as fast as overall energy use. Although renewables have increased significantly over the past decade, fossil fuels have continued to dominate, meeting over 70% of energy demand growth across this period, with oil accounting for nearly half of total energy consumption.Rapid energy demand growth and continued dependence on fossil fuels brings greater exposure…

        • 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…

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