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Fuel report
Dec 2025
Coal 2025 Investments in coal projects and emissions abatement
New projects increase the capacity of the project pipeline Forthcoming export-oriented coal projects in our database have a total capacity of 493 Mtpa at the time of writing, 63 Mtpa higher than in our previous report. This increase in the project pipeline is due to improved research on Indonesia rather than more projects actually being developed. This report classifies projects as either more advanced or less advanced based on whether they have received the necessary approvals and permits in their respective countries. The capacity of less-advanced projects declined from 275 Mtpa to 210 Mtpa. Some projects failed to obtain environmental approvals due…
- Executive summary
- Demand
- Supply
- Trade
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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…
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Fuel report
Oct 2025
Renewables 2025 Executive summary
Renewables’ global growth, driven by solar PV, remains strong amid rising headwinds Global renewable power capacity is expected to double between now and 2030, increasing by 4 600 gigawatts (GW). This is roughly the equivalent of adding China, the European Union and Japan’s power generation capacity combined to the global energy mix. Solar PV accounts for almost 80% of the global increase, followed by wind, hydropower, bioenergy and geothermal. In more than 80% of countries worldwide, renewable power capacity is set to grow faster between 2025 and 2030 than it did over the previous five-year period. However, challenges including…
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Technology report
May 2025
Global Critical Minerals Outlook 2025
Critical minerals, which are essential for a range of energy technologies and for the broader economy, have become a major focus in global policy and trade discussions. Price volatility, supply chain bottlenecks and geopolitical concerns make the regular monitoring of their supply and demand extremely vital.The Global Critical Minerals Outlook 2025 includes a detailed assessment of the latest 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…
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Fuel report
Mar 2026
Sheltering From Oil Shocks Infographic: Overview recommended measures
Infographic: Overview recommended measures
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Report
Oct 2025
Stepping Up the Value Chain in Africa Executive summary
Africa is endowed with vast energy resources – fossil fuels, but also solar, wind, hydro, and geothermal – and yet energy supply remains limited: Around 600 million people on the continent lack reliable access to electricity. This energy gap constrains economic growth and industrial potential, particularly in rural areas where agriculture remains the dominant sector in the economy. As African economies grow and urbanise, the demand for energy-intensive industries and infrastructure is rising. Strategic investments in sustainable industrialisation can create a virtuous cycle that expands energy access and drives productivity, which in turn can attract more investment.Market opportunities already exist. Globally…
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