A new report from the Energy Institute and Ember shows that Asia-Pacific is driving a global shift toward electrification. Electricity demand grew 3% in 2025, and for the first time, all of that growth was met by low-carbon sources. Renewables added 3.3 exajoules of supply, with solar alone accounting for 71% of the increase. The report highlights that China is electrifying faster than the US and Europe, with per capita road fuel demand plateauing at one-sixth of US levels. Despite the progress, fossil fuels still made up 86% of global total energy supply in 2025. Oil consumption rose to 103 million barrels per day, and gas demand increased 1.6%. The report notes that many Asian economies remain dependent on imported fossil fuels and exposed to geopolitical risks like disruptions in the Strait of Hormuz. The authors argue that investments in solar, batteries, and EVs can provide domestic energy for decades, reducing the need for continuous fuel imports.
