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Global Energy in 2025: OIES Highlights LNG Boom, Geopolitical Risks, and Climate Uncertainty
Apr 17, 2025
The Oxford Institute for Energy Studies (OIES) has published its 2025 outlook, “Key Themes for the Global Energy Economy in 2025”, spotlighting major trends influencing global energy markets. A central concern is the increasingly fragmented geopolitical landscape, especially with Donald Trump's return to the U.S. presidency, which could intensify global tensions and reshape trade and energy alliances.
A surge in LNG demand, particularly in Europe, is expected due to the continued reduction in Russian pipeline gas and the need for robust gas storage. This could tighten supply and drive up prices. OPEC+ is anticipated to maintain oil market stability through active stock and supply management. Meanwhile, Russia's pivot to Asia for gas exports remains sluggish, hampered by sanctions and diplomatic strains.
The report also warns of a potential crisis of relevance for the COP climate process, with COP30 in Brazil considered pivotal for meaningful climate action, especially around financing and fossil fuel policy. Additionally, China may undergo consolidation in key sectors like EVs, solar, and refining, setting the stage for more sustainable long-term growth amid weak domestic demand and rising global trade protectionism.
The energy landscape in 2025 will be defined by high risks, strategic shifts, and emerging opportunities for exporters and green tech developers.