Executive Summary

PART A: GLOBAL ENERGY TRENDS

1. Context and analytical framework

-Highlights

-Introduction

-Defining the scenarios

-Main non-policy assumptions

2. Energy projections to 2035

-Highlights

-Overview of energy trends by scenario

-Energy trends in the New Policies Scenario

3. Oil market outlook

-Highlights

-Demand

-Supply

-Impact of deferred upstream investment in the Middle East and North Africa

4. Natural gas market outlook

-Highlights

-Demand

-Supply

-Inter-regional trade

-Investment

-Are we entering a Golden Age of Gas?

5. Power and renewables outlook

-Highlights

-Electricity demand

-Electricity supply

-Focus on T&D infrastructure

6. Climate change and the 450 Scenario

-Highlights

-Introduction

-Recent developments

-Overview of trends in the 450 Scenario

-Implications of delayed action

PART B: OUTLOOK FOR RUSSIAN ENERGY

7. Russian domestic energy prospects

-Highlights

-Introduction

-Key assumptions for the Russian energy outlook

-Russian domestic energy outlook

8. Russian resources and supply potential

-Highlights

-Overview

-Oil

-Natural gas

-Unconventional resources

-Coal

-Nuclear

-Hydropower and other renewables

9. Implications of Russia’s energy development

-Highlights

-Energy and national economic development

-Eurasian and global energy security

-Environment and climate change

Comparing this Outlook with Russian scenarios and objectives

PART C: OUTLOOK FOR COAL MARKETS

10. Coal demand prospects

-Highlights

-Overview

-Understanding the drivers of coal demand

-Regional Analysis

11. Coal supply and investment prospects

-Highlights

-Overview of projections

-Understanding the drivers of coal supply

-Coal market and industry structure

-Focus on the New Policies Scenario

-Regional analysis

PART D: SPECIAL TOPICS

12. The implications of less nuclear power

-Highlights

-Why the Low Nuclear Case?

-The role of nuclear energy today

-What might cause expansion of nuclear capacity to slow?

-Implications of the Low Nuclear Case for the global energy landscape

-Meeting the global climate goal with less nuclear power generation

13. Energy for all

-Highlights

-Introduction

-Current status of modern energy access

-Outlook for energy access and investment in the New Policies Scenario

-Investment needed to achieve modern energy access for all

-Broader implications of achieving modern energy access for all

-Financing to achieve modern energy access for all

-Sources of financing and barriers to scaling up

-Implications for policy

14. Developments in energy subsidies

-Highlights

-Overview of energy subsidies

-Fossil-fuel subsidies

-Renewable-energy subsidies

ANNEXES

-Annex A. Tables for scenario projections

-Annex B. Policies and measures by scenario

-Annex C. Units, definitions, regional and country groupings, abbreviations and acronyms

-Annex D. References