2026年能源创新状况（英）

The State of EnergyInnovation 2026 INTERNATIONAL ENERGYAGENCY The IEA examines the fullspectrumof energy issuesincluding oil, gas andcoal supply anddemand, renewableenergy technologies,electricity markets,energy efficiency,access to energy,demand sidemanagement and muchmore. Through its work,the IEA advocatespolicies that will enhancethe reliability,affordability andsustainability of energyin its32Member countries,13Association countriesand beyond. IEAAssociationcountries: IEAMembercountries: AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLatviaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TürkiyeUnited KingdomUnited States ArgentinaBrazilChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingaporeSouth AfricaThailandUkraine This publication and any mapincluded herein are withoutprejudice to the status of orsovereignty over any territory,to the delimitation ofinternational frontiers andboundaries and to the nameof any territory, city or area. The EuropeanCommission alsoparticipates in thework of the IEA Source: IEA.International Energy AgencyWebsite: www.iea.org Abstract The second edition ofThe State of Energy Innovationturns the spotlight on thetechnologies,policies and funders at the forefront of energy technologydevelopment. It provides a comprehensive assessment of recent progress andemerging challenges in energy technology innovation, drawing on over 150innovation highlights from 2025 and a survey of practitioners across more than 40countries. It analyses trends in public and corporate R&D spending, venturecapital flows, patenting and policy, as well as providing an update on progresstowards the 18 IEA Races to First in energy innovation. This data-driven approachinforms policy makers, industry and other stakeholders on the state of energyinnovation worldwide and the importance of sustaining innovation momentum overthe long term. Thereport finds that the context for energy innovation is tilting towardscompetitiveness and security. Many of the innovation-relevant policies launchedin 2025 promote technological strength for economic competitiveness and energysecurity. The share of all patents that are related to energy is growing, and over320 new energy start-ups raised their first funding in 2025. These are signals ofan active ecosystem but innovators depend on a predictable funding and policyframework. The report shows that the value of spending on energy innovation canbe seen in market outcomes, with public energy innovation support behind somerecent, major steps forward in the energy sector. The report includes severaltimely policy recommendations and in-depth chapters on two dynamic fields,namely technologies to enhance electricity grid resilience and advance fusionenergy. Acknowledgements, contributorsand credits TheState of Energy Innovation 2026was prepared by the Energy TechnologyPolicy (ETP) Division of the Directorate of Sustainability, Technology and Outlooks(STO) of the International Energy Agency (IEA). The project was directed byTimur Gül, IEA Chief Energy Technology Officer. Araceli Fernandez Pales, Head of the Technology Innovation Unit, providedstrategic guidance throughout the development of the project.Simon Bennettco-ordinated the analysis and production of the report. The principal IEA authors were (in alphabetical order):Alberto Agnelli(policy),Jose Miguel Bermudez Menendez(survey),Herib Blanco(competitiveness),Konstantina Kalogianni(patenting),Teo Lombardo(competitiveness, batteriesand races),Luis Munuera[consultant] (grids),Leonardo Paoli(TRLs, highlightsand races),Jules Parfouru(spending, patenting and fusion),Amalia Pizarro(policy and hydrogen),Caroline Robert(highlights and competitiveness),DenizUgur(competitiveness). Expert technology contributions were from: Amrita Dasgupta (critical minerals),Michael Drtil and Jacques Warichet (grids), Alexandre Gouy, Richard Simon,Matthildi Apostolou and Leonardo Collina (industry), Axel Nordin Fürdös andChiara Delmastro (buildings), Courtney Turich (fossil and geothermal), MathildeFajardy, Carl Greenfield and Paulina Rosales (CCUS and CDR), Hannes GauchandLaurence Cret(transport),Mathilde Huismans(wind),Martina Lyons(renewables and critical minerals), Quentin Minier (bioenergy), Uwe Remme(nuclear), and Faidon Papadimoulis (TRLs and solar). Data and other inputs werefrom: Giovanni Andrean, Lia Codrington, Riccardo Inverni, Suzy Leprince, MayukoMorikawa, Anna Molla Sagues and Aloys Nghiem, Andrew Ruttinger, MartinScheubrein and Prokopios Vlachogiannis. The development of this report also benefitted from reviews from IEA seniormanagement and other IEA colleagues: Laura Cozzi, Keisuke Sadamori, DanDorner, Tim Gould, Zubin Postwalla, Roberta Quadrelli, Rebecca Schulz, CeciliaTam. Per-Anders Widell and Charlotte Bracke provided essential support throughout theprocess. Lizzie Sayer edited the manuscrip