From Transport Evolved.
Kate is back in the studio this week to dive deep into one of the most critical documents of the year: the International Energy Agency’s (IEA) World Energy Outlook 2025. Widely considered the "gold standard" of global energy analysis, this report offers a comprehensive roadmap of where the planet stands today and, more importantly, where we are heading. With the world currently balancing on a tipping point between legacy fossil fuel dependence and a rapidly accelerating clean energy future, this year’s outlook provides essential data on the speed of the transition, the explosive rise of renewables, and the changing trajectory of electric vehicle adoption worldwide.
In this episode, Kate breaks down the headline findings to show you exactly what the data implies for the cars we drive and the grids that power them. We examine the massive shifts occurring in global markets—from the projected peak of oil and gas demand to the dominance of solar and wind—and look at the stark differences between the IEA’s various projection scenarios. Whether you are interested in how current government policies stack up against net-zero targets, or just want to know what the energy landscape will look like in the coming decades, Kate reveals the real story behind our energy future.
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*⏱️ Episode Timeline*
00:00 – Introduction
01:16 – A bit of a warning: things aren’t going well
02:53 – Leadership and location
05:02 – Where are we at with climate change?
07:38 – The IEA say need governments to work together
10:22 – Energy security and the impact on the climate
11:30 – Global energy demand and CO2.
13:21 – The impact of AI
16:23 – Critical minerals
19:40 – Transport electrification
20:19 – EV sales worldwide
21:17 – IEA future electrification predictions
24:16 – Road freight impacts
25:49 – Some thoughts about the report
27:02 – The good news
28:15 – The not good news
28:53 – Conclusion
30:27 – Thanks for Watching!
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🔗 Links:
The complete IEA report – https://www.iea.org/reports/world-energy-outlook-2025/
AI Mostly Generates Workslop – https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity
AI’s Environmental Impact – https://www.unep.org/news-and-stories/story/ai-has-environmental-problem-heres-what-world-can-do-about
This is Not a Drill – https://www.amazon.com/This-Not-Drill-Extinction-Rebellion/dp/0141991445
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*👥 Today’s Sponsors*
🌱 Electric Vehicle Association – https://www.myeva.org
⚡ EnergySage – https://www.kqzyfj.com/click-101290941-16952262
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*🎙️ Credits:*
Host: Kate Walton-Elliott
Camera, Edit, Color: Kate Walton-Elliott & Vi Horton
Art & Animation: Kate Walton-Elliott Erin Carlie
Producer: Nikki Gordon-Bloomfield
Music: via Artlist.io
© Transport Evolved LLC, 2025
💬 What do you make of the IEA report? What do you want to see happen as a result?
Start the conversation in the down below, or come on over to our Discord (it’s free!).
