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Energy and AI
Energy and AI The development and uptake of artificial intelligence (AI) has accelerated in recent years – elevating the question of what widespread deployment of the technology will mean for the energy sector. There is no AI without energy – specifically electricity for data centres. At the same time, AI could transform how the energy industry operates if it is adopted at scale. However, until now, policy makers and other stakeholders have often lacked the tools to analyse both sides of this issue due to a lack of comprehensive data. This report from the International Energy Agency (IEA) aims to fill this…
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World Energy Investment 2026 Regional dashboards
Despite the destabilising effect of the Middle East conflict, capital flows to the energy sector are expected to grow to USD 3.4 trillion in 2026, a 5% rise from 2025, mainly from China, the US, and the EU. Clean energy investment grows to USD 2.2 trillion, almost double that of fossil fuels. Investment in clean energy increases year-on-year by 7% in advanced economies and in China, while 4% in other emerging markets, reflecting regional differences with a shared focus on energy security.
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Sheltering From Oil Shocks Infographic: Overview recommended measures
Infographic: Overview recommended measures
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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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Global Energy Review 2026 Technology: Nuclear
In 2025, 3 GW of new nuclear capacity came online, with China, India and Russia each completing work on a new reactor. However, these additions were offset by the retirement of 3 GW of nuclear capacity, two-thirds of which was in Belgium. In total, global nuclear capacity remained at 420 GW at the end of 2025, with reactors in operation in over 30 countries. There were ten construction starts in 2025 – nine in China and one in Russia – with a total capacity of 12.2 GW. Over the past decade, 94% of nuclear reactors that started construction were of…
- Key findings
- Global trends
- Oil
- Natural gas
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+ 9 pages
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World Energy Investment 2025 Eurasia
Eurasia has seen a significant decline in oil investment since 2015, although fossil fuels maintain their dominance in the region's energy mix Fossil fuels dominate the overall energy production and investment mix in Eurasia. Countries in the region face common challenges, including significant temperature swings from harsh winter conditions to warm summers, ageing infrastructure and often inefficient patterns of energy use: the energy intensity of Eurasia’s GDP is around 70% higher than the global average. Annual energy investment in Eurasia was almost USD 190 billion in 2015, but has since followed a downward trend, reaching its lowest point in the…
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Global Critical Minerals Outlook 2025 Overview of outlook for key minerals
Demand for critical minerals continues to rise across all scenarios, driven by the rapid deployment of energy technologies Demand for key energy minerals is set to grow rapidly across all scenarios, with the largest source of growth coming from the energy sector. In the Stated Policies Scenario (STEPS), lithium grows fivefold from today to 2040, while graphite and nickel demand double. Demand for cobalt and rare earth elements also grows strongly, increasing 50-60% by 2040. Copper is the material with the largest established market, and its demand is projected to grow by 30% over the same period. Battery deployment…
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Aziz Rabbah
Minister of Energy, Mines and Sustainable Development. Aziz Rabbah has been Morocco’s Minister of Energy, Mines and Sustainable Development since April 2017. He previously served as Minister of Equipment, Transport and Logistics for more than five years. Mr Rabbah is a trained engineer, specializing in new information technologies.
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Coal Mid-Year Update 2025 Demand
Global coal demand grew by 1.5% in 2024 to reach an all-time high In 2024, global coal demand increased by 1.5% compared with 2023, reaching a new all-time high of 8.79 Bt. This represents a continuation of the upward trend in coal consumption, albeit at a slower pace than growth rates of 4.4% in 2022 and 2.3% in 2023.The increase in 2024 was primarily driven by emerging economies in Asia, particularly China and India. China recorded the largest absolute growth, with demand rising by 82 Mt (1.7%) while India’s consumption…
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Dynta Trishana Munardy
Senior Officer of APAEC Department, ASEAN Centre for Energy.
