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Flagship report
May 2026
Global EV Outlook 2026 Manufacturing and trade
Manufacturing and trade of electric cars Global electric car output reached record levels in 2025 while European production rebounded Nearly 22 million electric cars were produced globally in 2025 – up more than 25% compared to the previous year. Of those, about one-quarter were traded between major production and demand centres. China remains the world’s largest hub for manufacturing and trade of electric cars, capturing nearly 75% and 40% of the respective global totals. Primarily led by domestic carmakers, China’s 2025 production of 16 million electric cars outstripped domestic demand by 20%, pushing Chinese electric car exports to double to…
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Technology report
Nov 2025
What Next for the Global Car Industry Present and future prospects of electric car manufacturing
Highlights New market-entrants focusing on electric car production are expanding rapidly. Pure-play electric car makers, especially those from China and US-based Tesla, are capturing a growing share of sales; some 45% of global electric car sales in 2024 are from pure-play electric car makers, compared to 35% in 2019. The growth in electric car sales affects both car makers and automotive suppliers, especially those producing powertrains and related components. The automotive supplier market is worth about USD 1.3 trillion, equivalent to over 40% of the global car market. For all components except batteries, companies from…
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Fuel report
Jun 2026
Global Hydrogen Review 2026 Key questions about hydrogen
How has the conflict in the Middle East affected supplies of fertilisers and chemicals made from hydrogen? The conflict in the Middle East has disrupted not only oil and gas flows, but also global supply chains for hydrogen‑based products, particularly fertilisers and chemicals such as ammonia, urea and methanol. These products account for a large share of hydrogen demand, with ammonia and methanol alone representing roughly half of global consumption.The Middle East plays a critical role in global markets for hydrogen-based products, and a large share of its production is dedicated to exports, making the region a major…
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- Overview
- Energy mix
- Emissions
- Electricity
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+ 5 pages
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Report
Nov 2025
Global Energy and Climate Model Stated Policies Scenario (STEPS)
The Stated Policies Scenario (STEPS) has a long pedigree in the International Energy Agency (IEA) family of scenarios. It was introduced in 2019 with this name, but it has much in common with the previous New Policies Scenario that dates back to the 2010 edition of the World Energy Outlook (WEO). The intention of this scenario is to reflect the prevailing direction of travel for the energy system based on a detailed reading of the latest policy settings in countries around the world. It takes into account specific energy, climate and related industrial policies that have been adopted or put…
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Fuel report
Oct 2025
Gas 2025 Executive summary
The coming LNG wave is set to profoundly transform the global gas market Following the supply shock of 2022/23, natural gas markets moved towards a gradual rebalancing in 2024 and 2025. During this period, supply fundamentals remained tight and prices stayed well above their historic levels. This limited demand growth, especially in price-sensitive Asian markets.Around 300 billion cubic metres per year of new liquefied natural gas (LNG) export capacity is expected to be added worldwide by 2030, primarily supported by liquefaction capacity expansions in the United States and Qatar. This wave of new LNG production capacity is…