For the past 10 years, the IEA’s World Energy Investment report has been the definitive guide to where money is going in the global energy sector. It breaks down the latest data for all the key fuels, technologies and industries. In a context of heightened geopolitical and economic uncertainty, global energy investment is set to reach a record $3.3 trillion in 2025. In this episode, we’re joined by Cecilia Tam, Head of the IEA’s Energy Investment Unit. She unpacks the report’s key themes – from how energy security concerns are driving investment decisions, to China’s position as the single biggest investor in energy, and why so much money is going into electricity.
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22:27
What’s next for electric cars and trucks?
The automotive industry has faced major challenges in recent years, from pandemic-driven supply chain shocks to inflation and geopolitical uncertainty. But amid the turmoil, global sales of electric vehicles have continued to break records. In 2024, more than one in five cars sold globally were electric, and this year it's expected to be one in four. In some parts of the world, EVs are now cheaper than conventional cars. But what's driving these trends? Who's making these cars? How are we charging them? And how is their uptake reshaping the world’s energy system? In this episode, we speak with IEA Energy Technology and Transport Analyst Elizabeth Connelly to answer these questions and unpack the 2025 edition of the IEA's annual Global EV Outlook, out now.
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22:11
How energy will shape the future of AI (and vice versa)
While the history of artificial intelligence is long, ChatGPT’s public launch in late 2022 captured the world’s attention and pushed AI to the top of business and political agendas. Just a few years later, AI has evolved into an industry worth trillions of dollars that is already transforming how we live and work. Yet any conversation about the future of AI inevitably leads to the topic of energy. In this episode, host Dan Hewitt speaks with Thomas Spencer and Siddharth Singh, lead authors of the IEA’s groundbreaking new report, Energy and AI. They unpack why the huge expectations for AI hinge on meeting fast-growing demand for electricity from data centres, and how the IEA developed authoritative global projections for AI’s energy demand over the next decade. They also describe the ways AI is already transforming the energy sector, as well as AI’s implications for energy security and global emissions.
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31:31
The nuclear energy comeback
This year, electricity generated from nuclear power is set to reach a record high. Dozens of nuclear reactors are currently under construction, and government support for the sector is at its highest level since the oil crisis in the 1970s. These trends point to a major global comeback for nuclear energy after a prolonged period of stagnation. In this episode, host Dan Hewitt is joined by Brent Wanner, the head of the IEA’s Power Sector Unit. Drawing on important findings from a recent IEA report, The Path to a New Era for Nuclear Energy, they discuss the factors driving nuclear energy’s renewed momentum. They also dig into the key challenges, such as project delays and cost overruns, that need to be overcome for it to play a more significant role in the future energy landscape.
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29:22
Geothermal energy: The future beneath our feet
It's abundant. It's clean. And it’s right beneath our feet. So why is geothermal energy often overlooked in the global energy conversation? Despite its massive potential, geothermal only meets about 1% of global electricity demand today. So, what’s holding it back? And could new technologies transform the way we think about geothermal energy and who can access it? Joining host Dan Hewitt to explore these questions are Heymi Bahar and Rebecca Schulz, senior analysts at the International Energy Agency and co-authors of the IEA’s latest report on the subject, The Future of Geothermal Energy.
Everything Energy is a podcast by the International Energy Agency. Through expert interviews, it delves into today’s biggest global energy topics – providing valuable insights on important trends based on the latest data and analysis.
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