International Energy Agency (IEA)’s Post

A very important takeaway from this report is that the energy transition is no longer mainly about adding more renewables — it is increasingly about integrating them well. Solar was the single largest contributor to global energy demand growth in 2025, and in the EU, solar PV and wind together already generated more electricity than fossil fuels. At the same time, the report shows why flexibility matters: colder weather and weaker wind/hydro conditions pushed gas use back up in advanced economies. For Poland, this is the key message. We are moving in the same direction, but from a more coal-intensive starting point. The real challenge is therefore not only more MW of PV, but also storage, grids, flexible capacity, demand response and stronger market signals. Without that, curtailment and price volatility will grow faster than system value.

The U.S. electricity sector is undergoing a once-in-a-generation transformation: > Demand growth is accelerating due to AI, electrification, and digital infrastructure > Renewables are scaling rapidly, reshaping the generation mix However, grid flexibility—not generation capacity—will define system reliability > Technologies like BESS, advanced controls (EMS/SCADA), and hybrid architectures will be central to enabling this transition

The balance between solar and gas shows that transition takes time and happens step by step.

A critical addition to the energy–AI discussion is critical-asset resilience. As electricity demand accelerates, the key question is not only how fast grids and supply chains can respond, but whether critical equipment can avoid irreversible loss — or be replaced in time. The IEA has already shown that cyber events can trigger physical damage and widespread disruption. In increasingly electrified systems, resilience must include the ability to prevent irreversible asset loss.

The Global Energy Review 2026 shows that energy demand keeps rising while fossil fuels still make up a large share of the mix. The shift is under way, but in my view it is not fast enough. Renewables and nuclear already cover a growing part of electricity demand, yet grids, storage and efficiency are not keeping pace. That gap is becoming a real risk for climate goals and for a secure power supply.

Great review. One particularly striking finding is that electricity demand is now growing at well over twice the rate of overall energy demand... a clear marker that we’re firmly in the Age of Electricity.

Great insights. The shift to an age of electricity highlights how critical batteries are becoming. As renewables lead demand growth, storage enables reliability, reduces dependence on fossil fuels, and strengthens system resilience.

Very interesting trends specially taking into account the broader geopolitical outlook. Modern empires and reserve currency status have been built and sustained on oil and LNG usage and demand. The trends in 2025 indicate that energy monopolization will become more difficult in the future. With everything going on, we will be looking forward to the release of the 2027 review 👀

The clean energy milestone: In 2025, we crossed a historic threshold: combined renewable energy generation now matches total global coal generation. For companies in the region, integrating circular economy models is no longer a differentiator—it is the minimum standard for business survival.

The key shift is not only cleaner energy. It is electricity becoming the new system backbone. And that changes everything: infrastructure, storage, charging, and industrial strategy.