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Report
Feb 2026
Energy System Resilience
Lessons learned from Ukraine Ensuring energy security encompasses both long-term and short-term dimensions. The long-term dimension involves securing sufficient infrastructure investment and diverse supply sources. The short-term dimension – resilience – focuses on systems’ ability to cope with events exceeding standard planning conditions. Since Russia’s full-scale invasion in 2022, Ukraine has worked to protect its energy sector and to increase its ability to withstand and rapidly recover from Russia’s attacks on its energy infrastructure. The report explores the lessons that Ukraine has been learning as it works to bolster system resilience and identifies measures that…
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Technology report
Apr 2026
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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Report
Apr 2026
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…