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ENERGY · forward · impact 2/5 · 2026-10-04 · IEA

Global electricity share hits 23.4% in 2025

IEA reports electricity now accounts for 23.4% of global final energy use in 2025, up from 16.7% in 2000.

The International Energy Agency (IEA) reports electricity made up 23.4% of global final energy consumption in 2025—up from 16.7% in 2000. China showed the largest growth in this share between 2000 and 2025, while North America saw the smallest change. At $100 value, electric vehicles travel 2,310 miles and internal-combustion-engine vehicles travel 862 miles, though these figures represent global averages. The IEA targets 35% electricity share of global final energy by 2035, pending formal agreement at COP31 in November 2026. This shift addresses the energy trilemma—balancing cost, security, and environmental impact—by aligning priorities amid rising fuel prices.

The mechanism driving this change is electrification’s role in reducing fossil fuel dependency across heating, transport, and power. As electricity share grows, it lowers costs for energy-intensive needs like home heating and vehicle travel. For example, heat pumps now provide 42 days of heating per $100 value versus 30 days for gas boilers.

This progress moves abundance by making energy access more affordable and resilient. Higher electricity shares reduce household energy costs and improve heating reliability, directly supporting health and shelter needs. However, heavy transport, maritime shipping, and aviation face slow electrification adoption, and trade barriers like solar panel import restrictions could delay global progress. Political interference in fossil fuel-dependent regions also risks slowing implementation.

Key risks include current fuel price volatility widening efficiency gaps and unresolved trade barriers. The IEA’s 2025 figures are global averages; actual gaps may be larger amid geopolitical instability. Without COP31 formalizing the 35% target, progress remains contingent on political will and technical feasibility.

Source: Ars Technica