Outlook
The hydrogen projects that start by 2030 are being decided in the coming months
The IEA estimates 22 Mt of announced low-emissions hydrogen production may miss 2030 if investment decisions are not taken by early 2027.
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Most CSOs still frame sustainability as compliance
In the World Economic Forum's 2026 CSO Outlook, 65% of respondents described sustainability primarily as a compliance obligation, and 41% as a source of growth or value.
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Chinese EV exports are being redirected, not disappearing
Emerging economies' share of China's EV exports rose from under 5% in 2020 to nearly 40% in 2025, according to the IEA.
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Electrification changes what each dollar of energy delivers
In the IEA's global averages, US$100 of electricity drives a car about three times farther than petrol and heats a home for 42 days rather than 30.
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Electrification is also a fuel-import strategy
In the IEA's high-electrification scenario, oil imports fall by 15 mb/d and 120 bcm of gas imports are avoided by 2035.
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Battery storage reaches 110 GW
Battery storage capacity has reached 110 GW, and storage is becoming part of how clean power is delivered rather than an add-on.
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Global electricity demand growth is accelerating again
After easing in 2025, the IEA expects demand growth to climb through 2027, adding more than the annual use of many major economies in two years.
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Solar is now the largest source of global energy-demand growth
For the first time solar supplied more than a quarter of the growth in global energy demand, and low-emissions sources together delivered nearly 60 percent.
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The Europe Outlook 2026
Carbon costs at the EU border become a commercial reality.
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Organic waste could supply a fifth of today's natural gas demand
More than 70 percent of the potential resource sits in emerging and developing economies, which links waste management to local energy resilience.
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The Africa Outlook 2026
Critical minerals, exceptional solar potential and some of the lowest-cost real reductions in the world.
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The Middle East Outlook 2026
The Gulf is rebuilding part of its export model around hydrogen and ammonia.
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