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Gas 2025
…price-sensitive import markets. However, to account for these shifts, LNG producers and suppliers may need to adapt their medium-term strategies.The Gas 2025 medium-term report from the International Energy Agency (IEA) examines this coming transformation and its consequences, offering a comprehensive overview of potential supply, demand and trade trends in global natural gas markets for the coming years. It provides a thorough review of recent market developments ahead of the 2025-26 winter season in the Northern Hemisphere – and includes forecasts for how supply and demand could evolve to 2030.The report also includes the IEA’s…
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Coal 2025
…today is for power generation. On the other, the rapid expansion of renewable energy capacity – particularly in China, the world’s biggest coal consumer – has the potential to curb demand. At the same time, the coming wave of liquefied natural gas (LNG) export capacity, which is likely to bring more abundant supplies and lower prices to natural gas markets, could prompt some regions to favour gas over coal.Coal 2025 – the latest annual market report from the International Energy Agency (IEA) – explores the implications of these key developments and more. Drawing on the latest data, it analyses recent trends and…
- Executive summary
- Demand
- Supply
- Trade
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+ 2 pages
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Breakthrough Agenda Report 2025
Accelerating sector transitions through stronger International collaboration Breakthrough Agenda Report 2024 Since its launch at COP 26, the Breakthrough Agenda has become established as an annual collaborative process centred around the Conference of the Parties (COP) meetings of the United Nations Framework Convention on Climate Change (UNFCCC). It is currently supported by over 60 countries representing over 80% of global GDP, and by over 150 initiatives working to enhance collaboration within major emitting sectors. Countries can endorse Breakthrough goals to make clean technologies and sustainable practices more affordable, accessible and attractive than their alternatives by 2030 in the power, road transport…
- Executive summary
- Power
- Hydrogen
- Road transport
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+ 4 pages
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Global Hydrogen Review 2025
Global Hydrogen Review 2025 The Global Hydrogen Review is an annual publication by the International Energy Agency that tracks hydrogen production and demand worldwide, shedding light on the latest developments on policy, infrastructure, trade, investments and innovation. The report is an output of the Clean Energy Ministerial Hydrogen Initiative and is intended to provide an update to energy sector stakeholders on the status and future prospects of hydrogen, and to inform discussions at the Hydrogen Energy Ministerial Meeting organised by Japan.The sector has progressed significantly since the first publication of the Global Hydrogen Review in 2021. Low-emissions hydrogen…
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Global EV Outlook 2025
Expanding sales in diverse markets Global EV Outlook 2025: Expanding sales in diverse markets The Global EV Outlook is an annual publication that reports on recent developments in electric mobility around the world. It is developed with the support of members of the Electric Vehicles Initiative (EVI).The report draws on the latest data to assess trends in electric vehicle deployment, demand for their batteries and charging infrastructure. It considers recent policy developments and industry strategies shaping the outlook for electric vehicles in different markets. This edition features analysis of electric vehicle affordability, manufacturing and trade of electric cars and…
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Critical Mineral Traceability for Energy and Economic Security
Amid rising risks linked to the high concentration of critical mineral supply chains, the ability to track where minerals originate, how they move through supply chains, who has custody of them and how they are transformed is increasingly important for policymakers seeking to create diversified and responsible supply chains.This report provides insights from a first-of-its kind survey on traceability conducted by the IEA and OECD. More than 80 respondent companies active across supply chains of the six focus minerals (copper, lithium, nickel, cobalt, graphite and rare earth elements) provided results between October and December 2025. Drawing on…
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Rare Earth Elements
Pathways to secure and diversified supply chains The critical role of rare earth elements in strategic applications, ranging from energy technologies and advanced electronics to aerospace and defence systems, combined with their highly concentrated supply chains, 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…
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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.
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Global Critical Minerals Outlook 2025
…which are essential for a range of energy technologies and for the broader economy, have become a major focus in global policy and trade discussions. Price volatility, supply chain bottlenecks and geopolitical concerns make the regular monitoring of their supply and demand extremely vital.The Global Critical Minerals Outlook 2025 includes a detailed assessment of the latest market and investment trends, along with their implications for critical minerals security. As in last year’s Outlook, it provides a snapshot of recent industry developments from 2024 and early 2025 and offers medium- and long-term projections for the supply and demand of key energy minerals…
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Breakthrough Agenda Report 2026
Strengthening international collaboration to accelerate delivery Breakthrough Agenda Report 2026 Since its launch at COP 26, the Breakthrough Agenda has served as a framework for strengthening international collaboration across major emitting sectors. Participating countries have endorsed shared “Breakthrough” goals to make clean technologies and sustainable practices more affordable, accessible and attractive than their alternatives by 2030 across the power, road transport, hydrogen, steel, cement and buildings sectors.The Breakthrough Agenda establishes an annual cycle to track progress towards these goals, identify where stronger or more co‑ordinated international action is needed, and support collective efforts to accelerate deployment. Central to this process…
- Executive summary
- Hydrogen
- Road transport
- Steel
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+ 3 pages
