Global Scans · Energy · Weekly Summary

WHAT'S NEXT?: By 2025 solar energy will be the cheapest energy option globally. In 2040, oil and natural gas are expected to make up nearly 60 percent of global supplies, while nuclear and renewables will be approaching 25 percent. Improvements in energy efficiency in lighting and home appliances are expected to continue to push residential electricity use lower. The burning of coal will fall out of favor. Transportation energy consumption will be rising in correlation to growth in automated vehicles in the coming years.

• [New] Japan has launched the world's second osmotic power plant in Fukuoka, showcasing a new renewable energy technology that could complement solar, wind, and hydropower in its decarbonization strategy. oilprice.com
• [New] To feed modern industry's growing appetite for rare earth elements and energy, demand for bulk cargo will surge by upwards of 50% over today's capacity and that shipping to move energy will nearly double by the middle of the 2030s. The Heritage Foundation
• [New] The EU has vowed to end its decades-old energy relations with former top gas supplier Moscow and is aiming to phase out all Russian energy imports by the end of 2027. DigameXtra
• [New] AI datacenter energy consumption is forecast to grow at a CAGR of 44.7%, reaching 146.2 Terawatt hours by 2027 with AI workloads consuming a growing portion of total datacenter electricity use. IDC: The premier global market intelligence company
• [New] While many states are reminiscing about the energy economy of the 1950s, Georgia is positioning itself to lead the energy economy of the 2050s. Advanced Power Alliance
• [New] The US Department of Energy highlights that within utilities, electrification might lead to system optimization, enhanced efficiency and improved resilience. Bizclik Media Ltd
• [New] While risks of overcapacity, land conflict, and trade tensions remain, China's solar push has permanently reshaped global energy economics and geopolitics. CXOTECH - Digital Leaders of The Future
• [New] Global energy demand will continue to rise, while the system meeting it will undergo a significant transformation. Rystad Energy
• [New] The share of fossil fuels in the global energy mix has been around 80% for decades and is projected to reduce to 75% by 2030 according to the IEA World Energy Outlook. PubMed Central (PMC)
• [New] By 2030, EU countries are required to either achieve a share of 29% of renewable energy in transport, or to reduce the emissions intensity of transport fuels by 14.5%, as well as a combined sub-target for renewable hydrogen and advanced biofuels of 5.5%. Energy
• [New] New Mexico State University is the co-investigator for Carrizo Four Corners, the 1,500-megawatt pumped storage project that could provide 70 hours of energy storage, far more than the several hours of storage provided by the largest lithium-ion batteries. Circle of Blue
• [New] Natural hydrogen in combination with Hydrilyte will be gamechanging for the use of hydrogen across all industries, including energy, by slashing costs and simplifying handling, continued Mark Rheinlander. HydrogenWire
• [New] At least 20 gigawatts of Dispatchable Emission-Free Resources will be needed by 2040 to support New York's clean energy mandates. HydrogenWire
• [New] National Grid Ventures announced it will install the first commercially-deployed, 100% hydrogen-fueled linear generator in the world at its Northport Power Plant, supported by the New York State Energy Research and Development Authority and the Long Island Power Authority. HydrogenWire
• [New] After intensive planning, one of the pioneering projects for the future of energy is now being realized: By 2027, the approximately 53-kilometer-long natural gas pipeline system from Vlieghuis to Ochtrup is to be converted for hydrogen transport. HydrogenWire
• [New] A series of hydrogen energy industry plans and policy measures have been formulated, and efforts will continue to deepen cooperation with research institutions and international organizations. HydrogenWire
• [New] By 2050 the global energy mix will be about 50% in traditional fossil fuels, with the rest in renewable energy. ST
• [New] The International Energy Agency forecasts a 6% decline in upstream oil investments to $420 billion in 2025, with a concurrent 3% rise in gas spending to $145 billion. Ainvest
• [New] Global investment in clean energy technologies and infrastructure is expected to hit $2.5 trillion in 2025 and grow. TradingView
• The Boston Consulting Group estimates that in core energy transition technologies such as solar, wind, and decentral generation, 7 million green jobs alone could remain unfilled, as domestic training pipelines remain insufficient. Center for Global Development
• Major EU commitments to U.S. energy, investment, and defence: The EU will buy $750 billion in U.S. energy products (roughly $250 billion annually over three years), invest $600 billion in the U.S., and acquire substantial U.S. military equipment. Necanet.org
• Electricity use has already grown at twice the pace of overall energy demand over the last decade, but from today to 2035, we expect it to grow six times as fast. Yonhap News Agency

Last updated: 05 September 2025