Global oil markets have retreated from crisis highs as exports through the Strait of Hormuz begin to recover, yet the latest assessments from the International Energy Agency suggest that the apparent stabilization masks structural vulnerabilities that extend well beyond the Middle East and increasingly shape energy policy across Asia.
China aims to source half of its electricity generation from non-fossil fuels by 2030, up from a target of 42.3% in 2025, according to the country’s newly released 15th Five-Year Plan for Building a New Energy System.
The world added renewable energy capacity at a record pace and pushed clean electricity generation above 30 percent of global supply, yet 655 million people still lived without electricity in 2024 and roughly two billion lacked access to clean cooking technologies.
The global hydrogen market exceeded 100 million tonnes in 2025, yet the sector’s vulnerability became increasingly visible as disruptions in the Middle East affected fertilizer, chemicals and refined product supply chains.
The TERRE replacement reserve platform provided financial benefits averaging €23 million per month across participating countries in 2023, rising to…
