Maritime chokepoints and the global economy: evidence from the Strait of Hormuz
Using ship-traffic data, this paper links disruptions at the Strait of Hormuz to commodity prices, industrial output and financing conditions.
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Competition in the age of AI
Firm-level evidence distinguishes AI developers from users and examines how adoption, innovation and market concentration interact.
View originalElectric Car Markets in a Time of Uncertainty
An update on electric-car markets and the uncertainty facing manufacturers, consumers and supporting infrastructure.
View originalHeat Pump Monitor 2026
Tracks heat-pump markets and the opportunities for replacing conventional heating equipment.
View originalGlobal Critical Minerals Outlook 2026
The 2026 edition of the IEA’s assessment of critical-mineral supply, demand and security.
View originalGlobal EV Outlook 2026
The 2026 reference for electric-vehicle markets and the industrial systems supporting electrification.
View originalDemand- and Supply-Side Measures for the Industry Transition
Policy options on both the purchasing and production sides of industrial decarbonisation.
View originalBattery Circularity
Examines battery circularity and innovation relevant to recovering critical materials.
View originalCritical Mineral Traceability for Energy and Economic Security
Examines traceability in mineral supply chains and its relevance to energy and economic security.
View originalRare Earth Elements
Examines options for diversifying rare-earth supply chains and improving supply security.
View originalGlobal Critical Minerals Outlook 2025
Market developments, diversification mechanisms, battery supply chains and regional comparisons.
View originalGlobal EV Outlook 2025
An annual reference for electric vehicle adoption and the supporting industry.
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