Everything Energy World Energy Outlook 2025: Key takeaways
Nov 14, 2025
Laura Cozzi and Tim Gould from the IEA delve into the World Energy Outlook 2025, revealing complex energy security risks tied to geopolitical tensions and market concentration in critical minerals. They highlight shifting demand driven by growth in India and Southeast Asia, emphasizing the rapid rise of renewable energy, particularly solar. The duo also discusses the pervasive impact of electric vehicles on oil demand and the urgent need for grid investments to keep pace with skyrocketing electricity needs, advocating for a coordinated policy response akin to 1973.
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Systemic Energy Security Risks
- Energy security risks now span oil, gas, electricity and critical-mineral supply chains, creating a complex systemic challenge.
- Tim Gould warns that market concentration in critical minerals heightens vulnerability and demands diversification.
Critical Minerals Gatekeep Clean Tech
- Shortfalls in critical minerals hinder scaling of low-carbon technologies like batteries, motors and transmission.
- Tim Gould emphasises that high concentration of refining in China makes diversification a priority for energy security.
AI Cuts Both Ways In Cyber Risk
- Cyber attacks on energy utilities have tripled in four years, increasing electricity vulnerability.
- Laura Cozzi notes AI both enables faster attacks and helps affected utilities recover more quickly.