2026年能源技术展望

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: ArgentinaChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingaporeSouth AfricaThailandUkraineViet Nam AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLatviaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TürkiyeUnited KingdomUnited States 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 The2026 edition of Energy Technology Perspectives is published againstthebackdropofafast-changingpolicyandtechnologylandscape.Governments are workingto establish secure and resilient supply chainsforclean energy technologies while advancing key energy policy goals suchas energy security, affordabilityand economic competitiveness,as well asclimateand other environmental goals. In a landscape that is constantlyevolving, this report aims to deliver timely insights into the status and outlookoftechnology deployment,manufacturing,project pipelines,investments,andtrade of different energy technologies and materials. The aim is toprovide useful analysis that can inform the considerations of policy makersaround the world. EnergyTechnology Perspectives 2026 examines demand-side dynamicsforenergytechnologies—such as deployment trends and policydevelopments—as well as supply-side factors,including manufacturingcapacity and trade flows, underpinnedby robust modelling and quantitativeanalysis. This year’s edition puts a special focus on vulnerabilities in energytechnologysupplychainsandindustrialcompetitiveness,analysingmanufacturing cost structures and industrial policy impacts. The IEA’sEnergy Technology Perspectives(ETP) series serves as the world’sguidebookforcleanenergytechnologies.AstheIEA’sflagshiptechnologypublication,ETPhas been a key source of insights on all mattersrelating to energy technology since 2006. Over the past 20 years,ETP hasexpanded to encompass moredata and analysis on different aspects ofenergy technologies, including infrastructure, supply chains and beyond. The2026edition aims to provide a comprehensive update on today’s mostpressing energy technology issues. Foreword As governments seek for new ways to drive economic growth and support nationalprosperity, many are looking at the potential opportunities from the emerging Ageof Electricity that the International Energy Agency (IEA) has repeatedly highlightedin our recent analysis. The data shows why. Today, a group of key technologies contributing to the Ageof Electricity – including solar panels, wind turbines, batteries, electric cars,electrolysers and more – already represents a USD 1 trillion market. And in all ofthe IEA’s scenarios about the future of energy, this valuation is set to rise sharplyover the next decade, driven in part by booming demand for electricity. Most of this value comes from more established technologies such as electric carsand renewables. They have all benefited from mass manufacturing and costreductions and are an important reason why the Age of Electricity has emergedso rapidly. At the same time, many emerging technologies are moving faster than you mightthink. Take electrolysers for low-emissions hydrogen production: despite a recentwave of project delays and cancellations, the anticipated surge in deployment bythe end of this decade mirrors the pace of expansion seen when growth in solarPVfirst started to climb.Meanwhile,technologies still in early stages ofdevelopment – such as nuclear fusion – are capturing widespread attention,although their real-world viability and impact still need to be proven. Given the scale of the opportunity, countries and companies have been racing tosecure their place in this fast-growing segment of the energy economy. Yet in the17 months since we published our lastEnergy Technology Perspectivesreport,the backdrop has undoubtedly become more complex. Shifting policies, economicconditionsand technological progress are creating uncertainty about theprospects and economic potential of these technologies. This edition ofEnergy Technology Perspectives, the latest instalment of the IEA’sflagship technology publication, provides fresh data and analysis to help makesense of this landscape, enabling decision makers