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Global Hydrogen Review 2026 Executive summary
The conflict in the Middle East has disrupted global production and trade of hydrogen-based products The Middle East is a major producer of hydrogen-based products, and the conflict has strongly impacted their production. The Middle East is home to around one-sixth of global hydrogen production, the majority dedicated to the production of chemicals, fertilisers and refined oil products. The region accounts for more than 10% of global refining capacity, ammonia and urea production, and close to 17% of methanol production. Several refineries and petrochemical plants have halted operations due to supply disruptions and the impossibility of exporting…
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Ultra-fast charging batteries
GEVO 2026 - Chapter 8 New power‑electronics materials, battery cell technologies and battery pack architectures are enabling more efficient, higher‑voltage – and therefore faster – charging systems. Advances in batteries and power electronics are improving EV performance Over the past decade, average EV battery pack energy density (Wh/kg) has increased by around 60%, while prices have fallen by roughly 75%. Moreover, in 2023, battery-related patents accounted for 40% of all energy-sector patents, suggesting that more developments are still to come. At the same time, new power‑electronics materials, battery cell technologies and battery pack architectures are enabling more efficient, higher‑voltage – and…
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Global EV Outlook 2026 Manufacturing and trade
Manufacturing and trade of electric cars Global electric car output reached record levels in 2025 while European production rebounded Nearly 22 million electric cars were produced globally in 2025 – up more than 25% compared to the previous year. Of those, about one-quarter were traded between major production and demand centres. China remains the world’s largest hub for manufacturing and trade of electric cars, capturing nearly 75% and 40% of the respective global totals. Primarily led by domestic carmakers, China’s 2025 production of 16 million electric cars outstripped domestic demand by 20%, pushing Chinese electric car exports to double to…
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Global Hydrogen Review 2025 Progress summary dashboard
Progress summary dashboard
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Mark Phillips
Prime Minister.
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Coal Mid-Year Update 2025 Overview
Global coal demand grew by 1.5% in 2024, reaching an all-time high Global coal demand rose by 1.5% in 2024 to reach 8.79 billion tonnes (Bt), a new record. The growth was the slowest annual rate since the Covid-19 crisis in 2020 caused coal demand to decline. The post-Covid economic recovery and high natural gas prices have driven a sharp rise in global coal demand in recent years, but the growth has slowed year-on-year since 2021. Coal demand grew by 7.7% in 2021, 4.4% in 2022 and 2.3% in…
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Global Hydrogen Review 2025 Trade and infrastructure
Highlights Trade is a major driver of project announcements. Nearly 45% of low-emissions hydrogen from announced production projects is intended for export, exceeding 16 Mtpa H₂-eq by 2030 if all materialise. Yet export-oriented projects are less likely to reach the investment stage, with only 5% having done so. These projects tend to be large scale, lacking off-takers. More than half are in emerging and developing economies, where affordable capital and export infrastructure may be limited.Some governments are supporting the large-scale offtake of low-emissions hydrogen by providing funds for long-term premiums through competitive auctions. However…
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Coal Mid-Year Update 2025 Prices
In the last 12 months, all major coal price indices declined The global coal market has undergone a gradual normalisation since the peak of the 2022 energy crisis, when thermal coal prices soared above USD 400 per tonne across multiple benchmarks. This extraordinary price spike briefly saw thermal coal trading at a premium to coking coal.By 2023, as energy markets broadly recalibrated, coal prices began to ease. The traditional pricing hierarchy reasserted itself, with coking coal once again priced above thermal coal. This shift reflected a normalisation of market conditions, improving supply-demand balances. Notably, tight coking coal supply from…
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Renewables 2022 Transport biofuels
Forecast summary Biofuel use expands in 2022 despite rising costs Global biofuel demand is expected to be 6% or 9 100 million litres per year (MLPY) higher in 2022 than in 2021. Renewable diesel makes up the largest share of this year-on-year expansion, thanks to attractive policies in the United States and Europe. Blending requirements and financial incentives support demand growth in India and Brazil, and Indonesia’s 30% biodiesel blending requirement also boosts biodiesel use in that country. Nevertheless, we have revised year-on-year growth downwards 25% from our 2021 forecast, with price and market developments…
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Global Energy Review 2025 CO2 Emissions
Energy sector carbon emissions reached a new record in 2024 Total energy-related CO2 emissions increased by 0.8% in 2024, hitting an all-time high of 37.8 Gt CO2. This rise contributed to record atmospheric CO2 concentrations of 422.5 ppm in 2024, around 3 ppm higher than 2023 and 50% higher than pre-industrial levels. In 2024, CO2 emissions from fuel combustion grew by around 1% or 357 Mt CO2, while emissions from industrial processes declined by 2.3% or 62 Mt CO2. Emissions growth was lower than global GDP growth (+3.2%), restoring the decades-long trend of decoupling emissions…
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