Energy Intelligence Interactive

The international geopolitical and economic order is changing. So, too, is the global energy system. These two trends are interdependent: geopolitics is affecting the pace and shape of the energy transition, and the energy transition is recasting the international order.

EVs are set to continue growing rapidly through 2040, spurred by ever-cheaper batteries. China will continue to lead, followed by Europe, according to Energy Intelligence’s latest forecast. Stellar sales in China have prompted us to revise up our sales forecast, which should offset headwinds elsewhere. We model three EV sales scenarios, covering five major auto markets: China, Europe, the US, Japan and South Korea. In our revised Core scenario, sales are projected to hit ~80% by 2040, leading to almost 46% of the LDV fleet being electrified. In all three scenarios, the total ICE vehicle fleet in these key markets is forecast to peak by 2027.

Energy Intelligence experts share insights on our 2025 outlook regarding geopolitical risks, oil and gas markets, the energy transition, and corporate strategies to help you navigate the deep uncertainties of the year ahead.

Energy Intelligence experts discuss the outlook for November’s COP29 climate summit in Baku, Azerbaijan, which will focus on climate finance and carbon trading. But it takes place less than a week after the US elections, and this will set the tone for the conference. Geopolitics will also feature heavily.

Energy Intelligence experts discuss our 2024 outlook for geopolitical risk, oil and gas markets, the energy transition and corporate strategies to help navigate the deep uncertainties of the year ahead.

Oil markets have been buffeted by price volatility, demand uncertainties and macroeconomic concerns this year. As Opec-plus prepares to meet June 4 in Vienna, what sort of market outlook does it face for the rest of the year? Will fundamentals or the macro environment be the main driver? How are financial players positioning themselves? And what changes in policy, if any, might come from the producer group?

Oil and gas markets have been fundamentally reshaped by the Ukraine war, with sweeping sanctions, new trade flows and the emergence of a parallel market in Russian oil. What should markets expect this year and are these changes permanent?

Energy markets face another tumultuous year in 2023 as intense global geopolitics combine with economic, climate and pandemic pressures.

Interest in low-carbon hydrogen opportunities is surging -- but can the global energy industry turn the hype into reality? Green hydrogen projects need to see rapid expansion in scale and declines in renewable power and electrolyzer costs, while blue hydrogen is at the mercy of volatile natural gas prices. Hydrogen transportation and trade remain embryonic. And costs need to fall significantly for hydrogen’s competitiveness in end-uses like transportation or industry to be assured.

Energy Intelligence Chief Opec Correspondent Amena Bakr discusses Saudi electricity plans with Saudi Energy Production Company’s Ibrahim Aljarbou, on the sidelines of the Future Investment Initiative conference in Riyadh.

Energy Intelligence Reporter, Yousra Samaha discusses what a just transition means with Boston Consultant Group’s Shelly Trench, on the sidelines of the Future Investment Initiative conference in Riyadh.

Energy Intelligence Chief Opec Correspondent Amena Bakr discusses Saudi renewables challenges Yusuf Bin Ahmed Kanoo Co.’s Ali Kanoo, on the sidelines of the Future Investment Initiative conference in Riyadh.