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Rare Earth Elements
…has elevated their importance in both energy and broader economic security discussions in recent years. This report assesses the current state of the rare earth elements market, examining demand and supply dynamics and key technological developments. It analyses the full value chain from mining to permanent magnet production, evaluates vulnerabilities across supply chains, and highlights the implications of potential supply disruptions. Based on these analyses, the report outlines eight targeted policy recommendations that can pave the way for more secure, diversified and resilient rare earth element supply chains.The analysis is founded on the work of the IEA Critical Minerals…
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Breakthrough Agenda Report 2026
…and support collective efforts to accelerate deployment. Central to this process is the recognition that many barriers to progress – including fragmented standards, weak demand signals, financing constraints and infrastructure gaps – cannot be addressed through national action alone, and require targeted international collaboration.To support this cycle, world leaders tasked the IEA and the Climate High‑Level Champions to develop an annual Breakthrough Agenda Report that provides an independent evidence base and expert analysis of progress and priorities. From 2022 to 2024, the reports assessed the state of international collaboration across sectors and identified priority actions. The 2025 report placed greater emphasis…
- Executive summary
- Hydrogen
- Road transport
- Steel
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+ 3 pages
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Oil Market Report - May 2025
…the world's most authoritative and timely sources of data, forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries. Highlights Global oil demand growth is projected to slow from 990 kb/d in 1Q25 to 650 kb/d for the remainder of the year as economic headwinds and record EV sales curb use. Demand growth averages 740 kb/d in 2025 and 760 kb/d in 2026, despite accelerating OECD declines of -120 kb/d…
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Oil Market Report - September 2025
…s most authoritative and timely sources of data, forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries. Highlights World oil demand is forecast to increase by 740 kb/d y-o-y in 2025, up marginally from last month's Report, with resilient deliveries in advanced economies contrasting with relatively muted consumption in emerging economies. OECD demand growth of 80 kb/d y-o-y in 1H25 has exceeded expectations, supported by lower oil prices…
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Blueprint for Action on Just and Inclusive Energy Transitions
…governments and other stakeholders about how just and inclusive clean energy transitions can be designed and implemented. Based on the voluntary principles endorsed by G20 leaders in 2024, the Global Commission has provided examples to highlight how energy policies can be designed and implemented to support fairer outcomes. The Global Commission has focused on key aspects of each principle and shared selected policies from around the world to show how these are being addressed in different settings.The 2024 Global Commission, convened by IEA Executive Director Dr. Fatih Birol, is co-chaired by Brazil’s Minister of Mines and Energy…
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Sustainable Transport Policy for Armenia: A Roadmap
As a part of the EU4Energy Programme, the Armenia Energy Policy Roadmap on Sustainable Transport presents a comprehensive, evidence-based framework for transforming the country’s mobility system into a sustainable and efficient transport system. The strategy seeks to deliver significant reductions in CO₂ emissions while strengthening regional connectivity, fostering economic development, and enhancing energy security. While Armenia has made notable progress in rolling out electric vehicles and electrifying its rail network, it still struggles with a high dependence on imported fossil fuels, a lack of data transparency and weak co-ordination among government agencies. This roadmap is structured to…
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Oil Market Report - November 2025
The IEA Oil Market Report (OMR) is one of the world's most authoritative and timely sources of data, forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries. Highlights World oil demand growth rebounded to 920 kb/d in 3Q25, mainly due to stronger deliveries in China. The third-quarter increase was more than double 2Q25’s 430 kb/d y-o-y expansion, as the macroeconomic picture broadly improved on easing trade tensions. Worldwide…
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Oil Market Report - July 2025
…forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries. Highlights World oil demand growth is forecast to increase by 700 kb/d in 2025, its lowest rate since 2009, with the exception of the 2020 Covid year. Annual growth eased from 1.1 mb/d in 1Q25 to just 550 kb/d in 2Q25, with emerging market consumption particularly lacklustre. Global oil demand is projected to expand by 720 kb/d to reach 104.4…
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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap
Ukraine’s energy sector has been severely affected by the Russian Federation’s full-scale invasion. The power sector went from having a large capacity surplus before the war to a power deficit in 2024 due to Russia’s attacks. This has focused attention on energy security and restoring the reliability of supply. Hydrogen demand from conventional applications in refining and ammonia has also plunged, falling 80%, with most of these assets in southern Ukraine, where the frontline and occupied areas are located. Overall economic damage from the war has been extensive, with reconstruction costs previously estimated by the World…
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Financing the Modernisation of Power Systems Beyond Coal
The role of transition credits in Southeast Asia Coal is a central component of power systems in Southeast Asia, even as governments have committed to reducing coal‑related emissions. Rapid electricity demand growth, alongside coal’s role in system adequacy, reliability and energy security, complicates efforts to accelerate coal transitions. Recent volatility in international gas markets has reinforced the short‑term economic and security value of existing coal assets, adding complexity to national transition strategies. The region’s young coal fleet also implies substantial long‑term emissions if plants continue operating at current utilisation rates.Against this backdrop, new approaches are being explored…
