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Energy and AI Energy supply for AI
…generation for data centre operations by 2035. Consequently, CO2 emissions from electricity generation for data centres peak at around 320 Mt CO2 by 2030, before entering a shallow decline to around 300 Mt CO2 by 2035. Despite rapid growth, data centres remain a relatively small part of the overall power system, rising from about 1% of global electricity generation today to 3% in 2030, accounting for less than 1% of total global CO2 emissions. Regional outlook The United States and China are by far the largest data centre markets today. In both countries, most of the electricity consumed by data centres...
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Global Energy and Climate Model Accelerating Clean Cooking and Electricity Services Scenario (ACCESS)
Even as global energy demand continues to rise, billions of people in around 100 countries remain without access to basic modern energy services. Today nearly 2 billion people lack access to clean cooking and 730 million people lack access to electricity. Millions of households, businesses and public institutions such as clinics and schools operate without reliable modern energy. This limits productivity and hinders socioeconomic development. It also perpetuates the use of traditional biomass, with damaging consequences for health and the environment.The Accelerating Clean Cooking and Electricity Services Scenario (ACCESS) charts a path to achieve universal access to clean cooking and electricity based…
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Fossil Fuel Subsidies
This approach compares average end-user prices paid by consumers with reference prices that correspond to the full cost of supply. The price gap is the amount by which an end-use price is short of the reference price. Its existence indicates the presence of a subsidy. In a given economy, the basic calculation of subsidies for a product is:Subsidy = (Reference price - End-user price) × Units consumedThese calculations require substantial data. End-user price and consumption data are drawn from IEA data and, where necessary, from government sources and other reports. The estimates are also sensitive to reference…
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Artificial intelligence and EVs
GEVO 2026 - Chapter 8 Progress in AI and computing power is disproportionately benefiting EVs, particularly for automated driving and integrated vehicle control. Sensors and chips integrate well with the stable, high-voltage power supply of EV batteries. At the same time, the benefits of AI and increased computing power are not exclusive to EVs. AI‑enabled energy management systems are increasingly used to optimise hybrid vehicles, and AI techniques are accelerating the design, testing and optimisation of all vehicles. Advances in AI underpin progress in autonomous vehicles Just two decades ago, state-of-the-art autonomous vehicles were confined to test…
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World Energy Outlook 2025 Overview and key findings
…renewables. Peak electricity demand rises around 40% by 2035 in the STEPS, with similar trends in the other scenarios, largely due to increased demand for cooling. Data centres and AI account for less than 10% of global growth in electricity demand, but this is a larger factor in the United States where a large share of new data centres are located. Today, around 730 million people still live without electricity, and nearly 2 billion rely on polluting cooking methods. As things stand, the world is not on track to close this huge gap in the provision of modern energy. Our…
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Asset values
…commercial sectors. Studies show that sale price premiums for energy efficient buildings range from 3% to 15% in residential buildings and 13 to 20% in commercial buildings. Key analysis Studies show that individuals and businesses are willing to pay a higher rent and/or sales price for property with improved energy performance, such as that expressed in energy performance certificates. Evidence from the United States and Germany suggests that sales price premiums are about twice as high as rental price premiums. Meanwhile, in the industrial and utility sectors, energy efficiency measures can increase asset values by improving productivity, reducing wear…
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Global Energy Review 2026 Electricity supply
…fired electricity output fell in both China and India, while it rose in the United States and declined by less than expected in the European Union. 2025 marked the first time in five decades that China and India saw simultaneous declines. In China, strong growth in renewable and nuclear generation, coupled with slower electricity demand growth than in 2024, helped drive coal‑fired output down. In India, coal use declined due to a rapid expansion of renewables and an early and strong monsoon, with renewables posting their largest‑ever annual increase. In the United States, higher natural gas prices compared with 2024…
- Key findings
- Global trends
- Oil
- Natural gas
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+ 9 pages
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Chile 2050 Energy Transition Roadmap Executive summary
Chile’s natural resource endowment is key to its growth and to global security Chile has achieved a sustained economic growth and poverty reduction trajectory. Its economy has grown steadily at an annual average rate of 2.6% since 2010. Mining remains the backbone of the economy, with copper and related industries accounting for around 50% of export earnings and 12% of GDP. Diversification efforts have increased exports of agricultural products, wine, forestry goods and seafood, but mining continues to dominate Chile’s economic landscape. While this dependence exposes Chile to global commodity cycles, it also positions the country to…
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China’s Official Energy Finance in Emerging and Developing Economies Setting the scene
Regional imbalances in energy investment Global energy investment has steadily risen over the past decade and reached over USD 3.3 trillion for the first time in 2025. Clean energy investment trends are especially notable – with investments in a range of clean energy technologies and infrastructure, taken together, accounting for nearly two-thirds of global investments today. However, these headline numbers often mask a persistent trend: a gaping regional imbalance in global energy investment. After removing the share of investment going towards advanced economies and People’s Republic of China (hereafter, “China”), emerging market and developing economies (EMDE) other than…
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Coal 2025 Trade
International coal trade is set to decline in 2025 International coal trade grew by 3% in 2024, reaching a new record of 1 544 Mt. This growth was driven by increases in both thermal coal (up 26 Mt to 1 176 Mt) and met coal (up 21 Mt to 368 Mt). Coal trade accounted for approximately 18% of global coal demand, with thermal coal making up more than three-quarters of total traded volumes. Seaborne trade continued to dominate, representing over 90% of global coal trade in 2024.The Asia Pacific region further strengthened its dominance, accounting for 85% of global coal imports in 2024. China led…
- Executive summary
- Demand
- Supply
- Trade
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+ 2 pages
