European Integrated Energy: EI statistical review of world energy - key takeaways

研报英文原文证据摘录

European Integrated Energy: EI statistical review of world energy - key takeaways

Equity Research

European Integrated Energy

1 July 2026

EI statistical review of world

energy - key takeaways

Global energy demand reached a new high in 2025, with European Integrated Energy

renewables leading incremental supply growth but fossil POSITIVE

fuels still dominant. The report highlights a more fragmented European Integrated Energy

Lydia Rainforth, CFA

energy system, where security, affordability and regional +44 (0)20 3134 6669

policy are shaping outcomes alongside decarbonisation. lydia.rainforth@barclays.com

Barclays, UK

Naisheng Cui, CFA

The Energy Institute Statistical Review of World Energy 2026 presents 2025 as a year in which

+44 (0)20 7773 0486

global energy demand reached a new high, while the transition became more complex rather naisheng.cui@barclays.com

than linear. Total energy supply exceeded 600EJ, rising 1.7% year-on-year, with renewables Barclays, UK

becoming the largest source of incremental energy supply growth for the first time outside a

Ramachandra Kamath

recession. However, fossil fuels continued to account for 86% of total energy supply, underlining +91 (0)22 61752308

that the global energy system remains heavily dependent on oil, gas and coal even as solar, ramchandra.kamath@barclays.com

wind, storage and electrification scale rapidly. Barclays, UK

The key message from the report is that the energy system is becoming more fragmented. The Thea Lacroix

+44 (0)20 3555 3088US is strengthening its position as a major oil and gas exporter, China is simultaneously scaling

thea.lacroix@barclays.com

renewables and securing fossil fuel supply, Europe is using decarbonisation as an energy-