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Nickel
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Financing CCUS at Scale
How to Mobilise Private Capital Carbon capture, utilisation and storage (CCUS) is an important area of attention for governments and financiers as both look to balance policy and investment goals. Recent financial investment decisions of major projects show promise in a sector that is gaining momentum, but its future success depends on viable business models and effective risk allocation across the value chain.In this context, Financing CCUS at Scale is the IEA’s latest report on what it takes to move CCUS projects from the drawing board to operation. Building on expert interviews with leading financial institutions, the report…
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Rare earth elements 2025
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Designing an effective strategic stockpiling system for critical minerals
critical minerals 2025 was the year when the risks of highly concentrated critical minerals supply chains materialised at scale The IEA has long warned of the potential security risks associated with the high concentration of critical mineral supply chains. In 2025, these risks became a reality, marking a major turning point for global economic security. The rare earths export controls announced by China in October 2025 posed major national and economic security risks across the world, with potentially severe impacts for a range of strategic sectors including energy, automotive, defence, aerospace, AI and semiconductors. Earlier export controls introduced in April…
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Demand and Supply Measures for the Steel and Cement Transition
The case for international co-ordination A massive scale-up of markets for transformative near-zero emissions steel and cement is needed to achieve internationally agreed net zero goals. Yet early movers on both the supply- and demand-side – that is, material producers and consumers – face substantial barriers related to high costs and risks, among other factors. This has led to relatively slow market growth for near-zero emissions materials, at a moment when reinvesting in long-lived high-emissions production could have repercussions for governments to achieve their stated climate goals. Policy makers have the opportunity to play a…
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Cobalt
Outlook for key energy transition minerals This report provides an outlook for demand and supply for key energy minerals including copper, lithium, nickel, cobalt, graphite and rare earth elements. Demand projections encompass both key energy technologies and other uses under different IEA Scenarios. Supply projections are based on a detailed review of all announced projects. They show how today's geographical concentration evolves over time, for both mining and refining and how expected supply compares with primary supply requirements.
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Battery storage is scaling up and taking on a larger system role
Commentary As the result of falling costs and greater flexibility needs, battery storage is playing a growing role in power systems worldwide, acting as a “multi-tool” that can provide a range of critical system services at once. According to the latest data, the deployment of batteries expanded strongly in 2025 and broadened across markets – with rapid growth in countries such as Australia and Saudi Arabia, where storage is increasingly being used to support the integration of rising shares of variable renewables.In regions that have been at the forefront of renewable integration and battery deployment, batteries now play an…
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Mongolia
Coal is the first source of electricity generation in Mongolia, but the country has recently begun using hydro, solar and wind power, and has adopted a law aiming to increase and regulate the use of renewables.
- Overview
- Energy mix
- Emissions
- Electricity
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+ 5 pages
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Land-Use Competition between Biodiversity and Net Zero Goals
A case study of Canada Meeting global targets for energy, climate, and biodiversity conservation has major implications for land use. To ensure that the tripling of renewable energy capacity by 2030 aligns with the goal of protecting 30% of the planet’s land and water by the same date, robust mechanisms that direct solar and wind projects away from the world’s most biodiverse areas are needed. To address the potential impacts of renewable development on biodiversity, the IEA developed the Renewable Energy and Land-Use Model (REALM), which identifies areas of overlap between renewable projects, critical mineral mining, and…
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Critical Mineral Traceability for Energy and Economic Security
Amid rising risks linked to the high concentration of critical mineral supply chains, the ability to track where minerals originate, 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…
