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How the Middle East war has upended oil markets
…energy and AI; the state of global energy policy; and more.
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Disruptions in oil markets mount, upending global outlook
As the impacts of the war in the Middle East continue to disrupt oil markets, our latest monthly Oil Market Report https://www.iea.org/reports/oil-market-report-april-2026 shows how the major supply shock is now weighing down global demand.
According to the report, global oil supply dropped by 10% in March to 97 million barrels per day amid attacks on energy…
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Tackling rare earth supply risks
…for rare earth elements.
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In recent years, the IEA has repeatedly emphasised the energy security risks linked to the supply of critical minerals, which are vital for modern energy systems, transport and advanced manufacturing.
But new analysis shows that a set of minerals known as rare earth elements are particularly vulnerable to supply disruptions.
Rare earths underpin a wide range of technologies, from electric vehicles and AI data centres to robotics, aerospace and defence systems. Demand for rare earths has grown sharply in recent years…
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A deepening crisis in oil markets and beyond
…of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: The latest developments in global oil markets; meetings with the leaders from Canada, Austria and OPEC; the Nigeria government’s request to join the IEA; discussing the establishment of institutional ties with the UAE; the impact of the energy crisis on fuel supplies for cooking; methane emissions and energy security; a new podcast episode on the energy and AI relationship; and more.
Were you forwarded this newsletter? You can subscribe here https://www.iea.org/the-energy-mix.…
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Oil exports through Strait of Hormuz rise
…meet to boost energy efficiency; G7 leaders call on IEA for critical minerals security; making LPG supplies more resilient; efforts to accelerate electrification; and more...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: The latest developments in oil markets; the energy outlook for Southeast Asia; Ministers from around the world gather to discuss energy efficiency; G7 looks to IEA to help strengthen critical minerals security; decision makers around the world aim to accelerate electrification; vulnerabilities in global hydrogen supply chains; the global energy landscape on…
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The implications of surging electricity demand
…to our new annual report.
Electricity 2026 https://www.iea.org/reports/electricity-2026 provides in-depth analysis of recent trends and policy developments across the sector. It shows that global electricity demand is on course to grow at least 2.5 times as fast as overall energy demand through 2030 as the Age of Electricity takes hold. This is driven by rising industrial use of electricity, the continued uptake of electric vehicles, higher air conditioning use and the expansion of data centres and AI.
By 2030, renewables and nuclear are together expected to be generating 50% of global electricity…
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What’s driving the surge in energy jobs?
…jobs added worldwide over that period.
Within the energy industry, the electricity sector is leading the way, accounting for nearly three-quarters of employment growth between 2019 and 2024. Today, it ranks as the top employer of energy workers, overtaking fuel supply in recent years.
The expansion of low-emissions power generation – from technologies such as solar panels, wind turbines and nuclear plants – is a key driver of this trend, complemented by rapid hiring in grids and energy storage as the Age of Electricity https://www.iea.org/newsletters/energy-snapshot/17-11-2025/the-age-of-electricity-is-here…
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The energy crisis and electrification
…fbirol/status/2064427826934055184?s=20 the IEA to produce a special report this year on how to accelerate electrification in line with increasing electricity’s share of final energy consumption globally from around 20% today to 35% by 2035.
In the European Union, electrification is a central part of reaching goals on energy security, competitiveness, affordability and emissions reductions. Our first article https://www.iea.org/commentaries/the-energy-crisis-creates-even-stronger-impetus-for-eu-electrification in a new commentary series explores EU electrification trends and prospects, including how the current energy crisis is improving the competitiveness of electric techno...
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IEA responding to major global energy security threat
… and more ...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: The latest on the energy crisis stemming from the Middle East conflict and our emergency oil stock release; 10 options to ease price pressures on consumers; assessing the impacts on oil markets; a new podcast episode putting the stock release in context; Romania’s formal request to join the IEA; and more.
Were you forwarded this newsletter? You can subscribe here https://www.iea.org/the-energy-mix.
The IEA’s unprecedented response to historic disruptions…
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The energy implications of events in the Middle East
…LNG in the months ahead.
An extended loss of output from the Ras Laffan facility in Qatar could significantly exacerbate this market tightness. Production was shut down following an Iranian attack on the facility on 2 March.
The IEA is continuously assessing the energy security implications of the current situation in coordination with governments around the world.
For more information, we have a dedicated web page https://www.iea.org/topics/the-middle-east-and-global-energy-markets on the situation in the Middle East and the implications for global energy markets, which we are updating regularly with new information…
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What are the biggest sources of energy today?
…It met 27% of the world’s energy demand growth in 2025 – the first time a modern renewable source covered the largest portion of growth. Natural gas covered the next largest share, at 17%, reflecting its big role in power generation in many countries. Overall, renewable sources and nuclear met nearly 60% of all growth in energy demand in 2025.
The strong contributions of low-emissions sources in meeting rising demand was particularly visible in the electricity sector, where annual consumption increased by 3% – more than twice as fast as overall energy demand.
Renewables – led by the boom in solar…