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Commentary
13 May 2026
Energy crisis threatens world’s most vulnerable as cooking fuel shortages grow
…to Asia served cooking needs across households, restaurants, street food vendors and other commercial or public establishments. This amount was sufficient to meet the cooking needs of 820 million people. The remainder was mostly used for water heating and as a feedstock in the petrochemical industry, a segment dominated by China, where there is some flexibility to switch to alternative feedstocks when more cost-effective. India’s LPG imports have been particularly affected, dropping by more than half over the first two months of the conflict, a loss of around 430 kb/d. The government responded by instructing domestic refineries…
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Commentary
29 May 2026
Battery storage is scaling up and taking on a larger system role
…battery storage deployment also accelerated, particularly in markets with high retail electricity prices and supportive regulatory and policy frameworks. Around 24 GW of utility-scale battery storage additions in 2025 were co-located directly with renewables, on par with the previous year. This meant the share of capacity co-located with renewables fell just below 30%, as market reforms in China in early 2025 removed broad co-location mandates.Meanwhile, the rollout of battery storage accelerated across several markets in 2025, pointing to a broadening of global deployment. Australia stood out, with additions surging to nearly 8 GW, almost nine times higher…
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Chart
23 Oct 2025
Battery and battery material production capacity outside China, 2030
Battery and battery material production capacity outside China, 2030 Critical mineral
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Chart
31 Oct 2025
Production growth of biogases per period in China, 2011-2030
Production growth of biogases per period in China, 2011-2030 REMR 2025
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Chart
26 Mar 2026
Share of global solar PV demand excluding China by component that can be met without China, 2024
Solar PV
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Chart
26 Mar 2026
Share of electric car demand excluding China by component that can be met without China, 2024
Electric Vehicles
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Chart
26 Mar 2026
Share of global wind demand excluding China by component that can be met without China, 2024
Wind
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Chart
26 Mar 2026
Share of global heat pump demand excluding China by component that can be met without China, 2024
Heat Pumps
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Chart
26 Mar 2026
Production growth for electric cars in China in the Stated Policies Scenario, 2025-2035
Production growth for electric cars in China in the Stated Policies Scenario, 2025-2035 ETP 2026
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Chart
26 Mar 2026
Production growth for battery cells in China in the Stated Policies Scenario, 2025-2035
Production growth for battery cells in China in the Stated Policies Scenario, 2025-2035 ETP 2026