Intergovernmental Organization
Appears in 7 stories
Coordinating record oil reserve release to stabilize markets
In thirteen days of US-Israeli military strikes on Iran, up to 3.2 million people have fled their homes without leaving the country. The United Nations refugee agency reported on March 12 that between 600,000 and one million Iranian households abandoned Tehran and other major cities for northern provinces and rural areas, marking one of the fastest mass internal displacements in modern conflict.
Updated Mar 12
Primary authority on global energy statistics and forecasting
In 2004, it took the world an entire year to install one gigawatt of solar power. By 2025, that amount went online every single day—a pace that propelled global renewable capacity past 5,000 gigawatts by year-end. Science Magazine named this accelerating surge in renewable energy its 2025 Breakthrough of the Year, recognizing solar and wind eclipsing coal as the world's largest electricity source; yesterday, U.S. Energy Information Administration data confirmed renewables supplied a record 25.7% of U.S. electricity in 2025, generating 1,162 terawatt-hours—a 10% increase over 2024—with utility-scale solar up 34.5% and 53 gigawatts of new renewable capacity added.
Updated Feb 27
Monitoring and reporting on Ukraine's energy crisis
Russia intensified its energy warfare campaign throughout January and early February 2026, launching sustained strikes that killed at least 13 people and left 1.2 million properties without power, before President Donald Trump brokered a brief pause that expired on February 1. Following the January 9 and 13 attacks that deployed over 500 drones and missiles, Russia unleashed barrages on January 24-25 and February 2-3, 24-26, and others using hundreds of drones and missiles—including rare ballistic missiles—targeting power plants, substations, and nuclear-linked infrastructure in regions like Kharkiv, Odesa, Kyiv, and western Ukraine, causing repeated blackouts for tens of thousands amid subzero temperatures and reducing generation capacity to 14 gigawatts (GW)—less than half pre-invasion levels.
Forecasting and tracking global energy transition
Renewables are now in the process of overtaking coal globally after drawing level in 2025, according to the International Energy Agency's February 2026 Electricity report. Solar and wind generation continues its exponential growth, with renewables and nuclear combined forecast to reach 50% of global electricity by 2030—up from 42% today. Solar photovoltaic alone is projected to add over 600 TWh annually through 2030, driving renewable generation growth at 8% per year. The transition is accelerating across regions: coal use declined in India and China due to slower demand growth and rapid renewable expansion, while coal remained broadly flat globally in 2025 after peaking in 2023. A historic milestone emerged in China in early February 2026, where wind and solar capacity officially exceeded coal capacity for the first time in history—with solar capacity alone projected to surpass coal by 2026.
Updated Feb 17
Warning of structural oversupply
Brent crude averaged $80 per barrel in 2024. The U.S. Energy Information Administration now forecasts it will fall to $58 in 2026 and $53 in 2027—a decline of more than one-third in three years. The reason: global oil production is growing faster than demand, and inventories are piling up at a rate not seen since the pandemic.
Updated Feb 11
Providing global baseline projections for AI- and data center-driven electricity demand
Since late 2022, U.S. regulators and utilities have warned that a new class of digital infrastructure—AI-optimized data centers—could reshape national power demand, ending an era of flat electricity consumption and forcing a rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges: PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history, with data centers accounting for $6.5 billion—or 40%—of the auction's $16.4 billion in costs. Regional grid operators now project U.S. data center electricity consumption will grow from 183 terawatt-hours (TWh) in 2024 to over 400 TWh by 2030, while the International Energy Agency (IEA) estimates data centres globally could more than double their electricity use to approximately 945 TWh in the same timeframe, with AI-optimized servers as the main driver.
Updated Jan 27
Global energy policy advisor
China's CO2 emissions fell 1% in the first half of 2025, extending an 18-month plateau that began in March 2024. This marks the first time clean power generation—not economic slowdown—has driven emissions down in the world's largest polluter, suggesting the peak may finally be structural rather than cyclical.
Updated Jan 9
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