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            • Oil Market Report - June 2026

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              2025 Clear all
                • Report

                • May 2025

                Cobalt

                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.

                • Fuel report

                • Dec 2025

                Coal 2025

                …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 provides forecasts through 2030 for coal demand, supply and trade by grade and region.

                • Executive summaryExecutive summary
                • DemandDemand
                • SupplySupply
                • TradeTrade
                • + 2 pages

                Photo depicts open pit coal mining shutterstock 446818084
                • 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.

                • Flagship report

                • Jun 2025

                World Energy Investment 2025

                This year’s World Energy Investment report, marks the 10th edition of this flagship analysis and provides a full update on the investment picture in 2024 and an initial reading of the emerging picture for 2025.The report provides a global benchmark for tracking capital flows in the energy sector and examines how investors are assessing risks and opportunities across all areas of fuel and electricity supply, critical minerals, efficiency, research and development and energy finance.The report highlights several key aspects of the current investment landscape in the context of recent policy and macroeconomic developments and a heightened focus…

                • Executive summaryExecutive summary
                • Source, flows and destination of global energy-related investment spendingSource, flows and destination of global energy-related investment spending
                • How we track investment in energyHow we track investment in energy
                • United StatesUnited States
                • + 9 pages

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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.

                • 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.

                • 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.

                • Technology report

                • May 2025

                Global Critical Minerals Outlook 2025

                …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, taking into account the latest policy and technology developments.The 2025 Outlook also explores key techno-economic issues such as policy mechanisms to support diversification; mineral supply chains for emerging battery technologies; recent innovations in mining, refining and recycling; and a broader view on strategic minerals for applications beyond the energy sector. As a new chapter, the report…

                • Executive summaryExecutive summary
                • Overview of outlook for key mineralsOverview of outlook for key minerals
                • Policy mechanisms for diversified mineral suppliesPolicy mechanisms for diversified mineral supplies
                • Beyond NMC batteries: Supply chain issues for emerging battery technologiesBeyond NMC batteries: Supply chain issues for emerging battery technologies
                • + 3 pages

                Global Critical Minerals Outlook 2025 Shutterstock 2317356159
                • Fuel report

                • Jul 2025

                Coal Mid-Year Update 2025

                …affordability and sustainability, especially as coal remains the single largest contributor to energy-related carbon dioxide emissions. While the large majority of the world’s coal use is concentrated in Asia, particularly China, consumption in Europe and North America remains considerable. Coal’s influence therefore remains global in both energy and climate discussions.The International Energy Agency’s 2025 Coal Mid-Year Update reviews the latest trends in coal demand, production, trade and prices. It includes preliminary data for the first half of 2025 and provides updated forecasts for 2025 and 2026, grounded in recent market developments and economic conditions.

                • OverviewOverview
                • DemandDemand
                • SupplySupply
                • TradeTrade
                • + 1 pages

                Shutterstock 2575296765 Coal Mid Year Update 2025
                • Report

                • Jul 2025

                Electricity Mid-Year Update 2025

                …continues to grow, with all set to reach new milestones.This mid-year update follows the extensive Electricity 2025 report released in February, examining the latest trends and the outlook for the remainder of the year. It includes updated data for 2024 along with new forecasts for 2025 and 2026 covering areas such as global electricity demand, supply by fuel type, and carbon dioxide (CO2) emissions from electricity generation. The report also analyses the latest developments in major economies including China, the European Union, India and the United States and provides updated tracking of wholesale electricity prices across markets worldwide.

                • Executive summaryExecutive summary
                • Demand: Global electricity use to grow strongly in 2025 and 2026Demand: Global electricity use to grow strongly in 2025 and 2026
                • Supply: Renewables grow the most, followed by gas and nuclearSupply: Renewables grow the most, followed by gas and nuclear
                • Emissions: Power generation CO2 emissions are plateauingEmissions: Power generation CO2 emissions are plateauing
                • + 1 pages

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