International Energy Agency

also referred to as: iea

16 statements across 10 episodes · 4 bullish · 4 bearish · 10 people on the record · first statement Jan 24, 2022 by Rebecca Dell · said 34 times in 21 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (5), Stephen Lacey (3), John Koomey (3), Dr. Melissa Lott (3), Varun Sivaram (2), Nat Bullard (2), Dr. Daniel Yergin (2), Dr. Chris Bataille (2)

tap a year for its mentions
008315620222023202420252026episodesmentions
03620222023202420252026episodes it came up in
001.533620222023202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 3 mentions in 1 episode
2024 12 mentions in 6 episodes 2 per episode
2023 5 mentions in 5 episodes 1 per episode
2022 10 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about International Energy Agency, oldest first

Jan 24, 2022 bearish
Assertion Partly supported
Replacing Chemical Feedstocks Requires Half of the Global Sustainable Biomass Supply
“Currently the chemical industry uses something like 30 exajoules of energy, of fossil energy, for feedstocks, just for feedstocks. And the International Energy Agency estimates that the total amount of biomass available for use for energy everywhere on Earth i…”
Rebecca Dell Jan 24, 2022 ▶ 38:16 The many pathways to decarbonizing chemicals
Mar 3, 2022 bearish
Assertion Supported
Pierpoint: 2021 Global Energy Efficiency Growth Fell to 1.9%, Lagging Net-Zero Goals
“In 2021, the International Energy Agency estimated that efficiency improved by about 1.9%. That's less than half the rate that's required to meet global net zero targets by 20 50. Furthermore, that rate actually represents some backsliding, because in 2011 to …”
Lara Pierpoint Mar 3, 2022 ▶ 3:12 Unlocking hyper-efficient cooling
Apr 7, 2022 positive
Assertion Supported
Bataille: Global saline aquifers offer thousands of gigatons of CO2 storage
“The number that goes around, the utilizable number is roughly a thousand gigatons, which is more than the current Budget for, you know, for 1.5 C and the, you know, the IA says something like 2000 to 3000 gigatons. And really there's probably tens of thousands…”
Dr. Chris Bataille Apr 7, 2022 ▶ 18:59 Carbon capture and storage is making a comeback
Dec 15, 2022 positive
Assertion Supported
G7 and International Energy Agency adopt First Movers Coalition clean steel standard
“The G seven, the IEA have all adopted this standard for what counts as near zero carbon steel.”
Varun Sivaram Dec 15, 2022 ▶ 26:45 Advance market commitments to decarbonize heavy industry
Apr 11, 2024 neutral
Assertion Supported
Bordoff: 2040 mineral revenue will pale in comparison to oil and gas
“The IA's one of the IA's scenarios that gets you sort of close to 1.5 degrees, if not all the way, has critical mineral revenue growing from forty one billion in 2019 to two hundred and sixty three billion by 2040. Again, that's not all the way to 1.5, maybe 1…”
Jason Bordoff Apr 11, 2024 ▶ 35:26 The Big Switch: Are Batteries the New Oil?
Apr 11, 2024 neutral
Assertion Supported
Bordoff: Bringing a new mining project to development averages 16 years
“Right now, it takes, according to the IEA, an average of 16 years to bring a new mining project to development.”
Jason Bordoff Apr 11, 2024 ▶ 41:23 The Big Switch: Are Batteries the New Oil?
Apr 11, 2024 neutral
Assertion Partly supported
Bordoff: 2040 mineral volume will be a fraction of fossil fuel production
“Even on a net zero pathway, critical minerals demand does not top thirty million metric tons in 2040, according to the IEA, and by comparison to thirty million metric tons, oil production last year was 4.4 billion. Metric tons. Coal was seven and a half billio…”
Jason Bordoff Apr 11, 2024 ▶ 36:02 The Big Switch: Are Batteries the New Oil?
Aug 29, 2024 positive
Assertion Supported
Bredariol: Most global flaring sites are within 20 kilometers of existing pipelines
“When we look at, you know, the 8000 or more flaring sites across the world. And we take into account existing pipelines, demand centers, and other characteristics. The majority of these sites could probably use a connection to a pipeline. Many of these are act…”
Tomas de Oliveira Bredariol Aug 29, 2024 ▶ 15:18 Why are we still flaring gas?
Aug 29, 2024 neutral
Assertion Supported
Bredariol: IEA estimates global flare combustion efficiency at 92%, not industry-claimed 98%
“We at the International Energy Agency estimate that the combustion efficiency of flares globally is at around 92%. That's a much lower number than what you might hear from the industry. They will often refer to 98%, but it's in line with several scientific stu…”
Tomas de Oliveira Bredariol Aug 29, 2024 ▶ 11:07 Why are we still flaring gas?
Mar 6, 2025 negative
Assertion Supported
Koomey: IEA hides data and calculations for its power forecasts
“Whereas some of the other projections, even From pretty credible organizations like the International Energy Agency, you can't actually figure out what they did. They don't release the data. They don't release the calculations in any explicit way.”
John Koomey Mar 6, 2025 ▶ 16:52 A skeptic’s take on AI electricity load growth
Mar 6, 2025 neutral
Assertion Supported
Koomey: IEA data center electricity estimates varied by 50% in 2024
“So for the year, 20, 22, the International Energy Agency did these projections. They did two of them in, in, in, 20, 24, and they started by trying to do history, and they looked at twenty-twenty-two, and the first study they released in January had a number t…”
John Koomey Mar 6, 2025 ▶ 12:24 A skeptic’s take on AI electricity load growth
Jan 15, 2026 neutral
Assertion Supported
Bullard: Data centers represent only 8% of global electricity demand growth
“Space cooling, so just aircon and buildings is gonna be, like, 10% of the total growth. And data centers are right around eight percent.”
Nat Bullard Jan 15, 2026 ▶ 45:15 2026 trends: Gas turbines, Texas’ load queue and China electrifies
Jan 15, 2026 bullish
Prediction Not checkable as stated
Kann: Data centers will soon rise in global electricity demand growth rankings
“Data centers are gonna, I mean, even, even on a global basis, I think they're gonna move up this ranking before too long.”
Shayle Kann Jan 15, 2026 ▶ 46:16 2026 trends: Gas turbines, Texas’ load queue and China electrifies
Jan 15, 2026 neutral
Assertion Supported
Bullard: Industrial electrification will drive 30% of global electricity demand growth
“Globally, electrification of industry is gonna be like 30% of the demand growth for electricity between 24 and twenty-thirty.”
Nat Bullard Jan 15, 2026 ▶ 44:40 2026 trends: Gas turbines, Texas’ load queue and China electrifies
Jan 22, 2026 bearish
Assertion Partly supported
Nat Bullard: IEA projects 5M barrels per day global oil oversupply
“The IEA estimate for the beginning of the year is about five million barrels per day of supply in excess of demand. That is a lot. That's, Also about five percent oversupply based on based on the current demand of around a hundred and a little bit million barr…”
Nat Bullard Jan 22, 2026 ▶ 9:02 More 2026 trends: Solar costs, oil oversupply, and the startup slump
Jun 18, 2026 neutral
Assertion Supported
Lubershane: 2025 EV power demand growth matched data center growth globally
“The IEA recently came out with some data recently on global electricity demand growth, and it turns out that last year in 2025 from about, from a global standpoint, there was almost exactly as much electricity demand growth around the world from electric vehic…”
Andy Lubershane Jun 18, 2026 ▶ 13:20 Enter the electric supercycle
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