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Country report
Sep 2025
Integrating Distributed Energy Resources in China
Lessons from international experience Like no other country in the world, the People’s Republic of China (hereafter, “China”) is witnessing rapid growth in distributed energy resources (DERs), including rooftop solar photovoltaics, battery storage and electric vehicle (EV) chargers. As China advances towards its carbon peaking and neutrality goals, these resources offer a unique opportunity to support a more flexible, efficient and resilient power system, provided their integration is well-managed.This report analyses recent trends in DER deployment across China and highlights the emerging challenges their growth poses for power system planning and operation, calling for renewed attention to…
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Report
May 2025
Graphite
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Technology report
Mar 2025
Demand and Supply Measures for the Steel and Cement Transition
The case for international co-ordination A massive scale-up of markets for transformative near-zero emissions steel and cement is needed to achieve internationally agreed net zero goals. Yet early movers on both the supply- and demand-side – that is, material producers and consumers – face substantial barriers related to high costs and risks, among other factors. This has led to relatively slow market growth for near-zero emissions materials, at a moment when reinvesting in long-lived high-emissions production could have repercussions for governments to achieve their stated climate goals. Policy makers have the opportunity to play a…
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Fuel report
Jul 2025
Prospects for Natural Gas Certification
This report offers an overview of the role of certification in natural gas supply chains, provides a broad mapping of existing initiatives, highlights selected regulatory and market developments, identifies areas where improvements may be needed, and presents recommendations to support the development of credible certification frameworks.Certified natural gas refers to gas whose environmental and social attributes – such as greenhouse gas (GHG) emissions performance, water use, local community impacts and worker safety – have been independently verified against defined criteria or benchmarks. In 2024, around 7.5% of global natural gas production was certified, with volumes primarily originating from North America…
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Technology report
Dec 2025
Policy options to accelerate distributed solar PV in Ukraine
Accelerating distributed solar PV and battery energy storage deployment will support Ukraine in establishing energy security.In the year following the Russian Federation’s full-scale invasion of Ukraine in 2022, available dispatchable power generation capacity halved from roughly 38 GW to 19 GW. After severe attacks in spring 2024, capacity declined further, down to 12 GW. Towards the end of 2024 Ukraine was able to restore 3 GW and has worked to restore and add additional capacity throughout 2025, despite ongoing attacks.Distributed solar PV has played a key role, providing cost effective and rapid increases in electricity generation capacity, contributing…
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Fuel report
Oct 2025
Gas Market Lessons from the 2022-2023 Energy Crisis
The 2022-2023 energy crisis tested the resilience of the global gas and LNG markets with the most severe gas supply shock in history. During the crisis, natural gas-importing markets around the world felt the pressures of record-high gas prices, including the scale-back in access to energy, the impediment to economic activity and the extra burden on government budgets. Market responses varied but governments were quick to react as the challenges of security of supply became apparent. Post-crisis, markets must continue to adapt as the effects of the crisis continue to influence security of gas supply…
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Report
May 2025
Lithium
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Report
May 2025
Copper
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Report
May 2025
Rare earth elements 2025
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Report
May 2025
Nickel
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.