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Lithium
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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New Energy Technologies
PLN 800 million program led by Poland’s National Centre for Research and Development to support climate neutrality and energy security.
While not limited to hydrogen, it emphasizes hydrogen technologies for production and use, alongside goals like smart grid development, increased renewable energy share, emission reductions, and promotion of biodegradable raw materials. -
"My electrician" (polish Mój elektryk)
The “Mój Elektryk 2.0” program in Poland, currently suspended, offers co-financing for the purchase of new zero-emission M1 category vehicles (passenger cars) for individuals. It does not include fuel cell electric vehicles (FCEVs). The grant covers up to 30% of eligible costs, with a maximum cap of PLN 4,000.
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Carbon Capture, Utilisation and Storage
Carbon Capture, Utilisation and Storage
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China’s Official Energy Finance in Emerging and Developing Economies Case 1. Uzbekistan 1-GW Solar PV Project
Project overview and impact Uzbekistan is beginning a rapid scale-up of renewable power, and large solar projects are essential for meeting its target to increase the share of renewables to 40% of total electricity generation by 2030. This is a strikingly ambitious objective given today’s starting point: in 2023, around 90% of Uzbekistan’s electricity was produced from fossil fuels, mainly in the form of natural gas, while solar and wind together accounted for less than 1%, and renewables more broadly reached only about 10%, almost all of which came from hydropower. At the same time, electricity demand…
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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap The hydrogen opportunity
Highlights Ukraine has 18-38 Mtpa of technical renewable hydrogen potential, though economic constraints would result in lower potential. Most potential is in regions with scarce water resources and competition from other industrial activities. Domestic demand for use for steel and fertilisers could reach 2.2 Mtpa, if pre-invasion capacity is restored, and the government target has set a target of 7.2 Mtpa of production by 2050. Most hydrogen production projects proposed prior to the invasion are close to the border with the European Union.Ukraine has a technical potential for solar PV and onshore wind equivalent to 9‑14 times its pre…
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Iron and steel
Iron and steel
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Natural Gas
The coming LNG wave is set to profoundly transform the global gas market
Global gas markets, which have been tight and volatile for several years, are set to undergo major changes by the end of this decade. The unfolding coming wave of liquefied natural gas (LNG) production capacity is set to rebalance the global gas market, enhance energy supply security and improve the affordability of natural gas.
About 300 billion cubic metres (bcm) per year of LNG export capacity – a record – is set to be added by 2030, primarily supported by liquefaction capacity additions in the United States and Qatar…
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Battery Circularity
Innovation trends for a future source of critical materials This report provides new evidence on global innovation trends for technologies related to battery recycling. Based on the EPO’s unique and comprehensive worldwide patent databases and the IEA’s expert insights into the key issues for battery technologies, the report presents the very latest data as a guide to decision makers from the public and private sectors. It sheds light on the main locations of patenting, the leading patentors in the world and the technology categories receiving the most innovation attention.More than one in four cars sold globally in…
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Global battery markets are growing strongly – and so are the supply risks
part 1- lithium-ion batteries Batteries’ importance is increasing across key sectors including autos, power, data centres and beyond The global lithium-ion battery market exceeded USD 150 billion in 2025, an increase of over 20% from 2024, but its economic and strategic significance extends far beyond market size. Batteries are becoming a cornerstone of the automotive sector, a critical source of flexibility for power systems, and an increasingly important source of back-up power for digital infrastructure, including data centres and artificial intelligence.Beyond energy, batteries remain indispensable for a wide range of industrial and strategic applications, from portable…