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Oil Market Report - May 2026
…export restrictions and lower feedstock availability. Refining margins remain at historically high levels, supported by record middle distillate cracks. Refiners are adapting to the crisis, with new trade flows emerging to compensate for lost Gulf product exports.Global observed oil inventories drew by 129 mb in March and by a further 117 mb in April, according to preliminary data. Continued disruptions to seaborne trade through the Strait of Hormuz saw on-land stocks drop by 170 mb (-5.7 mb/d) in April, while oil on water rebounded by 53 mb. OECD countries’ on-land stocks plummeted by 146 mb…
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Clean Energy Technology Supply Chain Data
Challenges and potential solutions Energy security in the Age of Electricity is inextricably linked to securing the supply chains for clean energy technologies and the equipment and materials used to manufacture them. As countries continue to pursue energy transitions and to direct investments to these technologies, guided by industrial strategies, a detailed understanding of their supply chains has an essential role to play. The availability of good-quality, timely data is crucial to gaining this understanding and to identifying and addressing supply chain vulnerabilities.This report is provided as an input to the discussions taking place as part of the…
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Key Questions on Energy and AI
Following the publication of the IEA’s landmark Energy and AI report in 2025, this report examines how the energy and AI nexus has evolved amid surging investment in data centres and rapid advances in model capabilities. Drawing on fresh datasets and analysis, it explores where electricity demand is rising, how quickly grids and supply chains can respond, and what these shifts mean for energy security, affordability and sustainability.
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World Energy Investment 2026
World Energy Investment is the global benchmark for tracking investment trends across the energy sector. The report will present the latest data on capital flows to different types of energy projects, as well as the first set of full-year estimates for 2026.As energy security concerns continue to shape investment priorities, this year’s report will explore the potential implications for different sectors and regions, particularly in light of the ongoing energy crisis stemming from the conflict in the Middle East.The 2026 edition will highlight major investment milestones and opportunities from different energy sectors and regions. It also includes…
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Oil Market Report - July 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 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…
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Financing the ASEAN Power Grid
The Association of Southeast Asian Nations (ASEAN) has a long history of electricity system connectivity, and the development of the ASEAN Power Grid (APG) is central to achieving a sustainable, secure and affordable energy transition across the region. Delivering the APG will require a significant step‑change in investment over the coming 15 years, and unlocking financing from a diverse range of sources will be essential for this to happen. Yet financing approaches and business models have not evolved at the pace required to support an increasingly ambitious and complex pipeline of interconnector projects.This report examines how interconnectors are approached…
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Asset values
…Policy tools, such as mandatory energy performance ratings, financial incentives and tenant protections, can help ensure that asset value gains benefit both owners and occupants, especially vulnerable groups such as low-income households. Meanwhile, a landlord may be hesitant to invest in new energy efficiency equipment, as they are responsible for the capital cost, while the tenant is the one benefiting from lower energy bills. This is often known as a “split incentive.” However, evidence from the United States suggests that energy efficiency improvements are associated with reduced vacancy and tenant turnover, which reduces associated transaction costs and provide an…
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Oil Market Report - June 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 is forecast to increase by 720 kb/d in 2025. This is marginally below last month’s estimate, as weak 2Q25 deliveries in the United States and China undercut resilience elsewhere. Growth in 2026, at 740 kb/d, will be held back by…
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Battery Circularity
Innovation trends for a future source of critical materials This report provides new evidence on global innovation trends for technologies related to battery recycling. Based on the EPO’s unique and comprehensive worldwide patent databases and the IEA’s expert insights into the key issues for battery technologies, the report presents the very latest data as a guide to decision makers from the public and private sectors. It sheds light on the main locations of patenting, the leading patentors in the world and the technology categories receiving the most innovation attention.More than one in four cars sold globally in…
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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…
