IMA – Markets in Focus Energy, 3Q 2025

The main theme of the report concerns the global energy sector in the second half of 2025, including investments, demand, and infrastructure changes.

Key findings include: Global energy investments are expected to reach a record $3.3 trillion in 2025, with two-thirds ($2.2 trillion) directed towards clean technologies. Oil demand is forecasted to reach a record 103.7 million barrels per day in 2025. U.S. oil production in 2025 is expected to hit a record 13.5 million barrels per day. Natural gas demand is also anticipated to be at a record level of 151.4 trillion cubic feet in 2025. Artificial intelligence significantly impacts energy infrastructure requirements, as seen in the Hyperion data center in Louisiana.