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Technology report
May 2025
Global Critical Minerals Outlook 2025 Regional snapshots
Policymakers have woken up to these energy security challenges with a wave of new policy initiatives Governments around the world are intensifying efforts to secure critical mineral supplies through public funding, strategic partnerships and domestic policy reforms. In Europe, regulatory support and investments have ramped up to support critical mineral supply, supported by national investment funds and cross-border partnerships. North America is leveraging financial incentives to stimulate private-sector investment. Latin America, rich in critical minerals, is projected to reach USD 154 billion in mining and refining value amid regulatory reforms to attract foreign capital. China, already dominant, is…
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Country
Kazakhstan
Kazakhstan is a significant producer of coal, crude oil and natural gas, and a major energy exporter. While coal dominates the country’s energy mix, renewable sources of energy are a small but growing share of Kazakhstan’s electricity generation. Gas pipeline network expansion remains a priority, in order to expand access and reduce reliance on coal and LPG for household consumption. Kazakhstan is part of the EU4Energy Programme, an initiative focused on evidence-based policymaking for the energy sector.
- Overview
- Energy mix
- Emissions
- Electricity
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+ 5 pages
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Flagship report
Mar 2026
Energy Technology Perspectives 2026 Supply chain risks and industrial competitiveness
Supply chain risks Supply chain security remains a challenge: Clean energy technology manufacturing is highly geographically concentrated, with China as the main supplier in most supply chain stages. China accounts for around 85% of solar and 80% of lithium-ion battery supply chain production capacity, and even higher shares for PV wafers (95%) and anode materials (97%). Cybersecurity considerations further enhance the importance of addressing security of supply. An “N-1” assessment, which models the impact of losing the largest exporter in each supply chain, shows that for the final downstream stages of most of the four technologies examined – solar…
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Fuel report
Mar 2026
Sheltering From Oil Shocks
Measures to reduce impacts on households and businesses The conflict in the Middle East has created the largest supply disruption in the history of the global oil market, due to the near halt in shipping traffic through the Strait of Hormuz. The loss of supply is having significant impacts in global markets, pushing up prices for crude oil above $100/barrel, and leading to much higher prices for some refined products – notably diesel, jet fuel and liquefied petroleum gas (LPG). Concerns are growing about the impacts of higher prices on households, businesses and the broader economy.In this report, the…
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Energy system
Biofuels
Country and regional highlights
The United States Inflation Reduction Act makes USD 9.4 billion available for biofuels
Energy
Biofuel demand increased by 6% in 2022, continuing the recent pace of growth
Technology deployment
Biofuel production technology needs to diversify to sustainably take advantage of existing waste and residue feedstocks
Innovation
Technologies that can convert woody feedstocks into biofuels need to be proven at scale in the next few years
Supporting infrastructure
Policy
Investment
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Country
Bahrain
Bahrain's energy supply comes largely from the exploitation of its domestic fossil fuels resources. The country is also a major producer and exporter of oil, petroleum products and natural gas.
- Overview
- Energy mix
- Emissions
- Electricity
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+ 5 pages
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Country
Lithuania
Lithuania has undergone several energy transitions over the past decade. Despite importing a large share of its electricity, the country successfully ended its reliance on Russian energy imports in March 2022. Along with its neighbours, Estonia and Latvia, Lithuania disconnected from the Russian electricity system and completed the synchronisation of its grid with the Continental European Synchronous Area (CESA) in February 2025. By 2030, Lithuania aims to shift from being an electricity importer to becoming a net exporter. Although the country’s energy consumption still depends heavily on imported fossil fuels, the share of bioenergy in the domestic energy supply…
- Overview
- Energy mix
- Emissions
- Electricity
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+ 5 pages
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Fuel report
Jul 2025
Coal Mid-Year Update 2025 Prices
…However, first-quarter 2025 European demand exceeded expectations as coal offset low wind and hydro power generation. The metallurgical coal market experienced a moderate decline in prices over the same period. Although adverse weather conditions and logistical disruptions in Queensland constrained Australian export volumes, demand from Asian steelmakers remained insufficient to provide sustained upward pressure on Australian Premium Hard Coking Coal prices. As a result, prices remained below USD 200 per tonne, a level that has placed increasing pressure on the profitability of several coking coal producers. International thermal coal prices fall amid reduced demand from China After the historic price…
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Technology report
Nov 2025
What Next for the Global Car Industry The importance of the growth in EV sales for the car industry
…Before 2020, only 6 battery electric models had reached the production threshold of 50 000 units per year – 3 were Chinese models, 2 were Tesla models, and 1 was the Nissan Leaf.While incumbent original equipment manufacturers (OEMs) initially focused on nickel-based batteries because of their superior energy density, Chinese manufacturers succeeded in advancing lithium iron phosphate (LFP) chemistries, which rely less on critical minerals and are therefore cheaper. By 2024, all OEMs either sold or planned to sell cars with LFP batteries, though China maintains a near-monopoly on the technology.The automotive industry spent around 5% of its…
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Technology report
Nov 2025
What Next for the Global Car Industry Present and future prospects of electric car manufacturing
Highlights New market-entrants focusing on electric car production are expanding rapidly. Pure-play electric car makers, especially those from China and US-based Tesla, are capturing a growing share of sales; some 45% of global electric car sales in 2024 are from pure-play electric car makers, compared to 35% in 2019. The growth in electric car sales affects both car makers and automotive suppliers, especially those producing powertrains and related components. The automotive supplier market is worth about USD 1.3 trillion, equivalent to over 40% of the global car market. For all components except batteries, companies from…