Everything Energy

Amid the war in the Middle East, shipping through the Strait of Hormuz – one of the world’s most critical energy chokepoints – has plunged, creating the largest disruption to oil supply in history. How is this shock rippling through oil markets? What are the real-world consequences for oil-consuming countries and industries? And how has it changed the IEA’s forecasts for supply and demand in the months ahead? In this episode, senior oil market analysts Rebecca Schulz and David Martin discuss these questions and more, drawing on fresh data and analysis from the IEA’s April Oil Market Report.

Oil prices have surged amid the war in the Middle East, putting pressures on consumers around the world. To help address the supply disruptions, the IEA is coordinating the largest ever release of oil from countries’ emergency reserves. But actions on the demand side can also play a key role. In this episode, Stéphanie Bouckaert, Head of the IEA’s Demand Sectors Unit, and Lucas Boehlé, an analyst specialising in energy efficiency, explain 10 practical options for governments, businesses and households that could help shelter consumers from oil price pressures during this unfolding crisis.

As risks multiply around the world, energy security has rapidly climbed to the top of the political agenda – leaving policymakers to navigate an increasingly complex mix of traditional threats and emerging vulnerabilities. This episode features conversations with Tan See Leng, Singapore’s Minister for Manpower and Minister-in-Charge of Energy, Science and Technology, and Leila Benali, Morocco’s Minister of Energy Transition and Sustainable Development. Speaking on the sidelines of the IEA’s 2026 Ministerial Meeting, they discuss the fast-evolving energy security challenges facing their countries and the measures they are taking to tackle them. IEA Chief Energy Economist Tim Gould also joins the episode to highlight key findings from the recent World Energy Outlook 2025 report, which explores the potential implications of a shifting and multifaceted energy security context for decision-makers worldwide.

Enthusiasm for hydrogen has surged in recent years. The most abundant element in the universe, it offers a wide range of potential energy applications, and many governments now see it as an important part of the solution to their energy challenges.Much of the focus has been on low‑emissions hydrogen. But building markets around a still‑emerging technology is far from straightforward. In this episode, IEA Energy Technology Analyst José Bermudez explores the obstacles that have slowed progress – and discusses why production could still grow strongly between now and 2030.

For many decades, global energy demand was mainly concentrated in wealthy, industrialised economies such as the United States, Europe and Japan. That has changed in the 21st century as China’s rapid economic growth moved the centre of gravity eastward, with the country driving more than half of global oil and gas demand growth and 60% of electricity demand growth since 2010. Now, the landscape is shifting again. Emerging economies – led by India and Southeast Asia, and joined by countries in the Middle East, Latin America and Africa – are poised to take the baton from China. This brings new opportunities and challenges that will affect energy markets for years to come. In this episode, Ali Saffar, Head of the IEA’s Europe, Middle East, Africa and Latin America Division, and IEA energy analyst Siddharth Singh explore how energy demand has evolved over the past half-century and share insights on what lies ahead, based on new analysis in recent IEA reports.

In every scenario in the IEA’s flagship World Energy Outlook 2025, solar power is projected to grow rapidly in the coming decades. But what is driving this growth? And what could slow it down or speed it up? In this episode, Brent Wanner, Head of the IEA’s Power Supply Unit, and Anthony Vautrin, an energy modeller, unpack the new report’s key findings on solar. They discuss the trends that have underpinned solar’s rapid ascent, its potential to meet rising electricity demand around the world, and some of the key factors that are likely to affect its future growth.

As Ukraine enters another winter at war, its energy security is once again in jeopardy. While Ukraine made strong strides in rebuilding and strengthening the resilience of its energy system this past spring and summer, the situation remains fragile. The risk of major disruptions to electricity and heating in the coming months remains – particularly as Russia expands the scope and sophistication of its attacks on energy infrastructure. This episode draws on insights from the most recent IEA visit to Kyiv in October. Talya Vatman, the IEA’s Caspian and Black Sea Programme Manager, shares what she heard from Ukrainians – including representatives from government and the energy sector – and highlights recent IEA analysis on how Ukraine and its partners can address the country’s urgent energy security and bolster longer-term energy resilience.

Products made from petrochemicals are all around us – in our clothes, electronics, packaging, medical equipment, tires and so much more. But what are petrochemicals? And why are they so important for the future of global oil markets? In this episode, we speak with IEA Oil Market Analysts David Martin and Ciarán Healy. They explain how petrochemicals are produced, why demand for them is rising quickly and what this could mean for the oil sector, from the impact on refineries to the potential implications for emissions.

Today, four in five families in African countries cook with fuels such as wood and charcoal over open fires or basic stoves. This leads to more than 800,000 premature deaths each year. But new IEA analysis shows that momentum is building to address this critical issue – opening a pathway to reach universal access to clean cooking in Africa by 2040. In this episode, we hear from Syrine El Abed, IEA Africa Programme Manager, and Dan Wetzel, Head of the IEA’s Tracking Sustainable Transitions Unit. They explain what the lack of clean cooking supplies means in practice, what the latest data reveals, what more can be done to close the access gap, and why the energy sector is key to solving this challenge.

When you think of batteries, you might picture charging a phone or laptop. But it’s the energy industry that has transformed the battery market over the past decade. Today, over 90% of battery demand comes from the energy sector, driven by record-breaking electric car sales and the rapid growth of battery storage to support power grids around the world.In this episode, we hear from Teo Lombardo, an IEA analyst specialising in batteries, and Araceli Fernandez Pales, the head of the IEA’s Technology Innovation Unit. They explain how batteries work and their role in modern energy systems, as well as why prices have fallen dramatically in recent years and what innovations could drive further growth.

For the past 10 years, the IEA’s World Energy Investment report has been the definitive guide to where money is going in the global energy sector. It breaks down the latest data for all the key fuels, technologies and industries. In a context of heightened geopolitical and economic uncertainty, global energy investment is set to reach a record $3.3 trillion in 2025. In this episode, we’re joined by Cecilia Tam, Head of the IEA’s Energy Investment Unit. She unpacks the report’s key themes – from how energy security concerns are driving investment decisions, to China’s position as the single biggest investor in energy, and why so much money is going into electricity.

While the history of artificial intelligence is long, ChatGPT’s public launch in late 2022 captured the world’s attention and pushed AI to the top of business and political agendas. Just a few years later, AI has evolved into an industry worth trillions of dollars that is already transforming how we live and work. Yet any conversation about the future of AI inevitably leads to the topic of energy. In this episode, host Dan Hewitt speaks with Thomas Spencer and Siddharth Singh, lead authors of the IEA’s groundbreaking new report, Energy and AI. They unpack why the huge expectations for AI hinge on meeting fast-growing demand for electricity from data centres, and how the IEA developed authoritative global projections for AI’s energy demand over the next decade. They also describe the ways AI is already transforming the energy sector, as well as AI’s implications for energy security and global emissions.