-
Newsletter
Apr 2026
Tackling rare earth supply risks
…dysprosium and terbium, which are used in these magnets. Today, China accounts for around 60% of global mined production of these elements – and its share of refining for them is above 90%. The country also accounts for almost 95% of permanent magnet production.
When a single country controls the supply chain for a fuel, material or technology, it creates significant energy and economic security risks. For rare earths, this came into clear view last year, when China introduced export controls on numerous rare earth elements, as well as on related compounds and magnets. This resulted in significant short-term disruptions… -
Contributor
Dr Sarquis José Buainain Sarquis
Ambassador, Delegate of Brazil to the OECD and other economic organisations in Paris. An economist and career diplomat since 1991, Ambassador Sarquis has worked in the fields of economics, finance, international trade, investment, and development. He has also authored papers and taught undergraduate and graduate courses in these fields.He is currently Brazil’s representative to the OECD and other international economic organisations in Paris. Previously, he was Secretary for Foreign Trade and Economic Affairs and G20 Sherpa (2020-2023) and Vice President and Chief Risk Officer at the New Development Bank (2018-2020).Ambassador Sarquis holds a PhD and a MSc in Economics from the London School of Economics and Political Science (LSE) and a BSc in Electronic Engineering from the Polytechnic School of the Federal University of Rio de Janeiro (UFRJ). He is also a graduate of Brazil’s diplomatic academy - Instituto Rio Branco.
-
Contributor
Lisa Murkowski
US Senator for Alaska and Chairman of the Senate Energy and Natural Resources Committee. Lisa Murkowski has served as the US Senator for Alaska since 2002. She is a member of several Senate committees and chairs the Energy and Natural Resources Committee. Ms Murkowski is a strong advocate for action on energy efficiency, most recently through her bipartisan work to improve energy efficiency in US federal buildings.
-
Newsletter
Jan 2026
7 certainties about energy for this age of uncertainty
…hazards affecting the security of oil and gas supplies are now accompanied by vulnerabilities in other areas – including electricity security and critical minerals.
States are taking the reins. As energy is elevated to a matter of economic and national security, so governments are increasingly intervening to shape outcomes, rather than leaving them to the market.
We are shifting to a ‘buyer’s market’ for key fuels and technologies. Oil prices have already come under pressure because of relatively abundant supply, and the same will soon be true in natural gas markets. There is also ample manufacturing capacity for batteries… -
Chart
07 Oct 2025
Weighted average net margins of renewable energy companies excluding China, Q2 2023-Q2 2025
Weighted average net margins of renewable energy companies excluding China, Q2 2023-Q2 2025 REMU
-
-
Chart
10 Sep 2025
Energy saved by baseline scenario (20% energy management coverage in 2035), by world region, 2035
Energy saved by baseline scenario (20% energy management coverage in 2035), by world region, 2035 Energy Management for Industry
-
Chart
26 Mar 2026
Inter-regional trade in selected clean energy technologies and by scenario, 2024 and 2035
clean energy technologies
-
-
Chart
26 Mar 2026
Low-emissions fuels market size by region and scenario, 2015, 2025 and 2035
Low emissions fuels