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              All content Reports Data & Tools News & Events
              Authors Countries Energy system Newsletters Policies Programmes Sectors Topics
                • Contributor

                Peter Sopher

                Former IEA-Kleinman Fellow.

                • Contributor

                Marine Gorner

                Former Energy and Transport Analyst.

                • Contributor

                Mafalda Silva

                Former Statistics Manager.

                • Contributor

                Julio Friedmann

                Chief Scientist at Carbon Direct.

                • Contributor

                Timur Gül

                Chief Energy Technology Officer. Timur Gül, a German national, was appointed Chief Energy Technology Officer of the International Energy Agency (IEA) in October 2023. In this capacity, he oversees IEA analysis of innovative new and emerging clean energy technologies and their supply chains across a range of sectors. Mr. Gül is also Head of the Energy Technology Policy Division, with responsibility for the IEA’s flagship technology publication Energy Technology Perspectives, the IEA Energy Innovation Forum, the IEA’s Technology and Innovation Advisory Board as well as the IEA’s Technology Collaboration network.Having joined the IEA in 2009, Mr. Gül previously was a lead author of the IEA’s World Energy Outlook (WEO). Prior to his time at the IEA, he was a researcher at Paul Scherrer Institute in Switzerland.Timur Gül holds a PhD from the Swiss Federal Institutes of Technology (ETH) Zurich in Switzerland. He also holds a Master degree in Environmental Engineering from the Royal Institute...

                • Technology report

                • May 2025

                Global Critical Minerals Outlook 2025 Executive summaryExecutive summary

                Demand for key energy minerals continued to grow strongly in 2024. Lithium demand rose by nearly 30%, significantly exceeding the 10% annual growth rate seen in the 2010s. Demand for nickel, cobalt, graphite and rare earths increased by 6‑8% in 2024. This growth was largely driven by energy applications such as electric vehicles, battery storage, renewables and grid networks. In the case of copper, the rapid expansion of grid investments in China has been the single largest contributor to demand growth over the past two years. For battery metals such as lithium, nickel, cobalt and graphite, the energy sector accounted…

                • 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
                • Flagship report

                • Apr 2026

                Key Questions on Energy and AI Executive summaryExecutive summary

                The AI and energy nexus continues to evolve rapidly The largest technology companies are contributing to a surge in data centre investment, as their capital expenditure exceeded USD 400 billion in 2025 – and is expected to jump by another 75% in 2026. Capital expenditure of just five technology companies is now larger than global investment in oil and natural gas production. Many jurisdictions are seeing project pipelines accelerate dramatically, although not all projects will come to fruition. Those that are moving forward are doing so at pace: the IEA’s unique satellite-based tracking shows that “artificial intelligence (AI) factories…

                • Executive summaryExecutive summary
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                • Contributor

                Federico Callioni

                Energy Efficiency Policy Analyst.

                • Contributor

                Nopparat Phrom-in

                Manager at Thailand Greenhouse Gas Management Organization.

                • Contributor

                Kristen Panerali

                Head, Clean Power and Electrification, World Economic Forum.

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