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Energy and AI Executive summary
The transformative potential of AI depends on energy There has been a step change in the capabilities of artificial intelligence (AI), driven by falling computation costs, a surge in data availability and technical breakthroughs. AI is the science of making machines capable of learning to perform tasks that traditionally required human intelligence. AI is emerging as a general-purpose technology, much like electricity. Today, it can generate text and videos, accelerate scientific discovery in fields like medicine or materials science, make manufacturing robots smarter and more productive, drive commercial taxis in complex city landscapes, and detect threats to critical infrastructure…
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Coal 2025 Investments in coal projects and emissions abatement
New projects increase the capacity of the project pipeline Forthcoming export-oriented coal projects in our database have a total capacity of 493 Mtpa at the time of writing, 63 Mtpa higher than in our previous report. This increase in the project pipeline is due to improved research on Indonesia rather than more projects actually being developed. This report classifies projects as either more advanced or less advanced based on whether they have received the necessary approvals and permits in their respective countries. The capacity of less-advanced projects declined from 275 Mtpa to 210 Mtpa. Some projects failed to obtain environmental approvals due…
- Executive summary
- Demand
- Supply
- Trade
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Global EV Outlook 2026 Trends in electric cars
Electric car sales Electric car sales topped 20 million globally in 2025 One in four new cars sold worldwide was electric in 2025The electric car market reached new highs in 2025, growing by 20% from 2024 to exceed 20 million sales, in line with expectations in the 2025 edition of the Global EV Outlook. The sales share of electric cars in the overall car market increased to 25%. This marked the fifth consecutive year in which annual electric car sales increased by about 3.5 million, a trend that began in 2021 after the Covid‑19 pandemic. As a result, about 5% of the…
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Coal 2025 Executive summary
Global coal demand in 2025 is set to remain close to 2024 levels amid unusual regional trends Key factors such as weather, fuel prices and policy decisions all shaped global coal consumption in 2025, driving changes in demand that often ran counter to recent country or regional trends.In India – one of the traditional engines of coal demand growth – an early and strong monsoon season depressed electricity demand and boosted hydropower output. As a result, the country’s annual coal power generation is set to decline year-on-year for only the third time in the past five decades. In…
- Executive summary
- Demand
- Supply
- Trade
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Gas Market Report, Q3-2025 Executive summary
Following a slowdown in 2025, global gas demand growth is forecast to accelerate in 2026 Global natural gas demand returned to structural growth in 2024 and continued to expand in the first half of 2025, albeit at a markedly slower pace. Growth was primarily concentrated in Europe and North America, with adverse weather leading to stronger gas use in the buildings and power sectors. In contrast, gas demand was subdued in Asia, with both China and India recording demand declines in the first half of 2025. Market fundamentals remained tight in the first half of 2025 due to a combination…
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World Energy Outlook 2022 Outlook for energy demand
The current energy crisis is reshaping previously well-established demand trends. Industries exposed to global prices are facing real threats of rationing and are curbing their production. Consumers are adjusting their patterns of energy use in response to high prices and, in some cases, emergency demand reduction campaigns. Policy responses vary, but in many instances they include determined efforts to accelerate clean energy investment. This means an even stronger push for renewables in the power sector and faster electrification of industrial processes, vehicles and heating. As many of the solutions to the current crisis coincide with those needed to meet…
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Global Energy Review 2026 Natural gas
Natural gas demand growth slowed in 2025 Following a strong increase of 2.8% in 2024, global gas demand growth slowed significantly in 2025 amid weaker industrial activity and relatively high spot liquefied natural gas (LNG) prices in the first half of the year. Demand increased by 1% in 2025, translating to an increase of around 40 bcm (or 1.4 EJ) in absolute terms. Incremental demand was largely concentrated in the United States and the European Union – where it was supported by colder winter weather – and in the Middle East, where gas use in the power sector grew rapidly…
- Key findings
- Global trends
- Oil
- Natural gas
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Electricity Mid-Year Update 2025 Demand: Global electricity use to grow strongly in 2025 and 2026
Global electricity demand is forecast to increase by an average annual 3.3% in 2025 and by 3.7% in 2026, a moderation from 4.4% in 2024 but still some of the highest growth rates observed over the last decade. This is a slight downward revision from our previous forecast in February 2025 of 4% growth for this year and 3.8% in 2026. The change is partly due to the IMF's downgrade of the global GDP growth outlook compared with its January 2025 update amid elevated uncertainty surrounding trade tariffs and economic prospects. Despite these downside risks…
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Breakthrough Agenda Report 2025 Steel
State of the transition Emissions Total CO2 emissions remain largely unchanged from recent years, while direct CO2 emissions intensity has seen an uptick since 2021. Both must fall in the coming years to get on track with the IEA’s Net Zero Emissions by 2050 Scenario (NZE Scenario). Cost Blast furnace-basic oxygen furnace (BF-BOF) routes make up about 70% of global steel production today.Hydrogen direct reduced iron electric arc furnace (H2 DRI-EAF) routes are emerging as a preferred low-emissions option in certain regions. Early commercial plants using 100% hydrogen blends are estimated to cost 50…
- Executive summary
- Power
- Hydrogen
- Road transport
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Outlook for Biogas and Biomethane Biogas and biomethane outlook to 2050
The landscape for biogases is very different now compared to our last Outlook in 2020, with total demand 32% higher in 2040 in the STEPS than in the New Policies Scenario at the time. Whereas natural gas prices in 2020 were at record lows, the Russian invasion of Ukraine in 2022 triggered interest in developing biomethane to substitute imported natural gas. The revised figure is driven in part by strengthened policy incentives, notably in Europe and China. There is a strong continued use case for biogases in the Outlook scenarios. Electricity's share in total final consumption increases from 20…
