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Global Energy Data Shows Mixed Transition Signals

Financial Times Companies •
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The Energy Institute's 75th Statistical Review of World Energy reveals a complex global energy picture, indicating both an 'energy addition' and 'energy transition.' Total energy supply grew 1.7% to over 600 exajoules in 2025, with fossil fuels still dominating at 86% of the mix, contributing six exajoules to the increase versus 3.3 exajoules from renewables. Emissions rose 1.1% for the fifth consecutive year since the pandemic.

However, electricity generation climbed 3%, with renewables supplying nearly 19.47% of global electricity, an increase from 17.25% in the previous year. Solar power generation saw a remarkable 30% surge, producing 8.7% of global power, narrowly trailing nuclear at 8.8%. China leads in solar capacity, accounting for over half the world's total.

Significant growth was also observed in data center power demand, up 19.7%, and grid-scale battery storage capacity, which grew 65.9% on average over the decade. While these figures suggest progress in low-carbon solutions, the continued reliance on fossil fuels underscores the challenge of limiting global warming, with future outcomes dependent on policy decisions in major economies.