> **来源：[研报客](https://pc.yanbaoke.cn)** # 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 | Region | Key Energy Trends | |--------|-------------------| | **EU** | Increased renewable share, reduced Russian gas dependence, and higher energy costs | | **US** | Net exporter of oil and gas, strong domestic production, and growing LNG exports | | **China** | State-led approach to energy security, increased domestic coal and gas production, but still reliant on oil imports | | **India** | Strong domestic coal production, but continues to rely on oil and gas imports | | **Middle East** | Balancing fossil fuel expansion with investments in clean energy | ## 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.