Global Power Landscape 2025: Geopolitics, Supply Chains, and Energy Transition
Key Ideas
- Geopolitical shifts will impact supply chains, with a focus on the Middle East and critical minerals concentration globally.
- Despite disruptions, the energy sector is adapting to geopolitical tensions for the energy transition.
- Batteries, driven by EV demand, are expected to grow significantly in 2025, despite supply chain challenges.
- Global EV sales are forecasted to reach 13.68 million in 2025, showcasing the rise of electric mobility.
In 2025, the power sector faces pivotal changes driven by geopolitical shifts, supply chain challenges, and the push for cleaner energy sources. GlobalData's Power Predictions 2025 report highlights the impact of international tensions on trade policies, supply chain efficiency, and material availability. Geopolitical instability in the Middle East and global monopolies on critical minerals pose risks to the sector. Despite disruptions, the world is adapting to work around these challenges. The report also emphasizes the growth of electric vehicles and energy storage, with a forecast of 13.68 million global EV sales in 2025. While supply chain disruptions may affect battery costs, the industry remains optimistic about the acceleration of EV production and the demand for batteries in the coming years.