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2026 Statistical Review of World Energy: 75th Edition Summary

Core Content

The 75th edition of the Statistical Review of World Energy provides a comprehensive analysis of global energy markets in 2025, highlighting key trends in energy supply, consumption, and emissions, as well as the evolving role of renewables and the impact of geopolitical risks. The report is produced by the Energy Institute in partnership with Ember and KPMG, and it reflects the growing complexity and divergence in global energy strategies.

Main Views and Key Information

Global Energy Trends in 2025

• Total Energy Supply (TES) exceeded 600EJ, up 1.7% from 2024, continuing a long-term upward trend.
• Renewables were the largest source of TES growth for the first time outside of a recession, contributing 71% of the increase.
• Fossil fuels still dominated the energy mix, accounting for 86% of TES.
• Electricity demand grew faster than TES, rising by 3% year-on-year.
• Solar power became the largest contributor to renewable energy growth, reaching 8.7% of total power generation in 2025, surpassing wind (8.4%) for the first time.
• Coal consumption grew by 0.7% in 2025, with India showing a slower increase (0.6%) than its 10-year average of 3.6%.

Carbon Emissions

• Global CO₂ emissions from the energy sector rose by 1.1% to 35,806.2 million tonnes.
• The US was the largest contributor to the increase, with emissions rising by over 4 times that of China.
• Europe saw a 0.5% increase in energy-related emissions, while North America had the second-highest regional growth at 2.7%.
• Carbon intensity of energy in North America increased, making it the only region to see a rise in 2025.
• Total emissions, including non-energy sources, rose to 41,000 million tonnes.

Oil and Gas

• Global oil consumption increased by 1.3% to 103mmbpd, with non-OECD demand rising by 2% and OECD growth slowing to 0.4%.
• Middle East remained the largest oil producer, with Saudi Arabia increasing output by 5.1%.
• US oil production reached 21.1mmbpd, nearly matching Saudi Arabia + Russia.
• Global gas consumption grew by 1.6%, the second-largest increase after renewables.
• Gas demand was concentrated in Europe, Middle East, and North America, while Asia-Pacific consumption remained flat.
• India and Europe imported over half of their gas supply, and China imported over a third.
• LNG exports from the US rose by 27% in 2025, reinforcing its position as a net energy exporter.

Coal

• Global coal consumption increased by 0.7%, with China and India showing slower growth than the 10-year average.
• China remains the world’s largest coal producer, with domestic production rising by 82% in the last 20 years.
• India’s coal consumption reached a record 17.9EJ in 2025, covering 78% of its demand.
• US coal consumption grew by 10%, driven by rising gas prices.

Electricity and Renewables

• Electricity continues to outpace total energy supply growth.
• Solar and wind are the leading renewable sources, with solar accounting for 72% of renewable growth.
• Renewables now make up 30% of electricity supply in the EU.
• China and India remain heavily reliant on fossil fuel imports, despite growing renewable capacity.
• Pakistan saw a dramatic shift in its power mix, with solar accounting for 22% of electricity generation (including behind-the-meter and off-grid systems).

Energy Security and Geopolitical Risks

• The Strait of Hormuz closure in late 2025 exposed the world to the risks of fossil fuel dependence.
• The 1970s oil shocks are revisited as a historical reference for understanding how geopolitical events shape energy patterns.
• The EU has significantly reduced its reliance on Russian gas, with US LNG and renewables playing a key role.
• Energy security is evolving from diversifying fuel supply to reducing dependency and enhancing resilience through renewables and electrification.
• Electric vehicles, data centres, and AI are driving new electricity demand, increasing the importance of grid infrastructure and storage.

Key Minerals and Methodology

• The report includes key mineral data, such as lithium, cobalt, and rare earths, which are critical for renewable technologies.
• The methodology section provides transparency on how data is collected and analyzed, reinforcing the report’s objectivity and reliability.

Regional Overview

Conclusion

The 75th edition of the Statistical Review of World Energy underscores a global energy system in transition, marked by diverging national strategies, rising geopolitical risks, and the accelerated adoption of renewables. The report highlights the importance of energy security, the efficiency gains of electrification, and the role of data in shaping policy and investment decisions. As the world moves toward a low-carbon future, the balance between fossil fuel dependence and renewable growth will continue to define the energy landscape.