2026年世界能源投资（英）2026

INTERNATIONAL ENERGY AGENCY 6ORYDN5eSXEOLFSpainSwedenSwitzerland5epuElic of Trki\eUnited KingdomUnited States ,QGRQeVLD.eQ\D0RURFFR6eQeJDO6LQJDSRUe6RXWK$IULFD7KDLODQG8NUDLQe9LeW1Dm The IEA examines the full spectrum ofenergy issues including oil, gas and coalsupply and demand, renewable energytechnologies, electricity markets, energyefficiency, access to energy, demandside management and much more.Through its work, the IEA advocatespolicies that will enhance the reliability,affordability and sustainability of energyin its 3 0ember countries, $ssociation countries and beyond. IEA0ember countries:Australia AustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKorea/DWYLD/ithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugal The European Commissionalso participates in the work ofthe IEA 7KLVSXEOLFDWLRQDVZeOODVDQ\GDWDDQGmDSLQFOXGeGKeUeLQ DUeZLWKRXWSUeMXGLFeWRWKeVWDWXVRIRUVRYeUeLJQW\RYeUDQ\WeUULWRU\WRWKeGeOLmLWDWLRQRILQWeUQDWLRQDOIURQWLeUVDQGERXQGDULeVDQGWRWKeQDmeRIDQ\WeUULWRU\FLW\RUDUeD IEA Accession countries: %UD]LO&KLOe&RORmELD&RVWD5LFD,VUDeO5RmDQLD IEAAssociation countries: ArgentinaChinaEgyptIndia Source: IEA.,QWeUQDWLRQDO(QeUJ\$JeQF\:eEVLWeZZZLeDRUJ Abstract WorldEnergy Investmentis the global benchmark for trackinginvestment trends across the energy sector. The report will presentthe latest data on capital flows to different types of energy projects,as well as the first set of full-year estimates for 2026. As energy security concerns continue to shape investment priorities,this year’s report will explore the potential implications for differentsectors and regions, particularly in light of the ongoing energy crisisstemming from the conflict in the Middle East. The 2026 edition will highlight major investment milestones andopportunitiesfrom different energy sectors and regions.It alsoincludesexpanded regional analysis and data on sources ofinvestment and finance. Manufacturing and supply chain investments ........................................... 157Implications................................................................................................ 162Finance......................................................................................................... 164Overview.................................................................................................... 165Public finance ............................................................................................ 176Private finance ........................................................................................... 181Implications................................................................................................ 195Regional insights ........................................................................................ 200Methodology ................................................................................................ 244Annexes ....................................................................................................... 253 Table of contents Overview...........................................................................................................5Supply.............................................................................................................22Overview ......................................................................................................23Oil, natural gas and coal ..............................................................................27Critical minerals............................................................................................43Low-emissions fuels.....................................................................................50Implications ..................................................................................................61Power ..............................................................................................................65Overview ......................................................................................................66Generation ...................................................................................................71Battery storage.............................................................................................88Grids.............................................................................................................94Implications ................................................................................................100Demand and electrification.........................................................................103Overview ....................................................................................................104Buildings.....................................................................................................108Transport.............................................