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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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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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Critical Mineral Traceability for Energy and Economic Security
…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 these, the report assesses the current state of company traceability practices, examines how governments are deploying traceability as a policy…
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Electricity 2026
…s annual report on global electricity systems and markets – provides in-depth analysis of the recent trends and policy developments underpinning this new era. It includes forecasts for electricity demand, supply and carbon dioxide (CO2) emissions for select countries, by region and worldwide. This year the forecast period has been expanded to five years, 2026-2030, compared with the previous three-year outlook.As electricity use grows, power systems will need greater flexibility to securely and cost-effectively integrate an increasingly diverse mix of electricity generation sources while accommodating evolving demand patterns and technologies. This year’s report has a…
- Executive summary
- Demand
- Supply
- Grids
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+ 4 pages
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Demand- and Supply-Side Measures for the Industry Transition
Policy brief As governments look to scale up lead markets for near-zero and low-emissions steel and cement, targeted policy measures can help overcome commercialisation barriers, capture emerging market opportunities and support broader government objectives. This policy brief explores a variety of possible policy instruments to stimulate demand and supply of such industrial materials, providing options that governments could adopt and adapt as part of their industrial policy framework – tailored to their unique circumstances to enhance effectiveness – along with practical next steps towards implementation.
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Renewables in District Energy
This report examines how renewables can play a larger role in district energy systems, helping to deliver cleaner, more secure and more efficient heating and cooling. District energy networks already supply heat to around 600 million people worldwide, but many systems remain heavily dependent on fossil fuels, exposing consumers and utilities to price volatility, supply risks and high emissions.The report provides a global overview of district energy systems, their fuel mixes, market conditions, governance models and affordability implications. It explores the growing opportunities offered by renewable and recovered heat sources, including bioenergy, geothermal, solar thermal, waste heat, large-scale heat…
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The State of Energy Innovation 2026
…The share of all patents that are related to energy is growing, and over 320 new energy start-ups raised their first funding in 2025. These are signals of an active ecosystem but innovators depend on a predictable funding and policy framework. The report shows that the value of spending on energy innovation can be seen in market outcomes, with public energy innovation support behind some recent, major steps forward in the energy sector. The report includes several timely policy recommendations and in-depth chapters on two dynamic fields, namely technologies to enhance electricity grid resilience and advance fusion energy.
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Tracking SDG7: The Energy Progress Report, 2026
This report is published by the SDG 7 custodian agencies, the International Energy Agency (IEA), the International Renewable Energy Agency (IRENA), the Statistics Division of the United Nations Department of Economic and Social Affairs (UN DESA), the World Bank, and the World Health Organization (WHO), and aims to provide the international community with a global dashboard to register progress on energy access, energy efficiency, renewable energy and international cooperation to advance SDG 7.
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Clean Energy Technology Supply Chain Data
…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 Global Clean Power Alliance Supply Chains Mission – an initiative established by the Government of the United Kingdom to advance practical solutions to strengthen clean power supply chains. This report addresses the data component of this initiative and explores the challenges – and potential solutions – to the paucity of granular and timely data associated with clean energy technology supply chains.
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Portugal 2026
…Review was prepared in partnership between the Government of Portugal and the IEA. It draws on the IEA’s extensive knowledge and the inputs of expert peers from IEA Member countries to assess Portugal’s most pressing energy sector challenges and provide recommendations on how to address them, backed by international best practices. The report also highlights areas where Portugal's leadership can serve as an example in promoting secure and clean energy transitions. It also promotes the exchange of best practices among countries to foster learning, build consensus and strengthen political will for a sustainable and affordable energy future.
