World Energy Outlook 2025: what it means for the GO market
A closer look at electrification, certificate issuance and the changing balance of the European GO market.
A market beyond the headline numbers
Our November 2025 article brings together the IEA’s World Energy Outlook and AIB registry data. It examines how growing electricity demand, renewable generation and certificate cancellations affect the European GO market.
What to watch in the portfolio
The article explores differences between standard annual certificates and products with more specific attributes. Production location, timing and links to PPAs can shape what buyers need—and which certificates can meet those requirements.
From market view to daily work
For certificate teams, the operational questions include visibility of positions, lifecycle rules and delivery requirements. The original article sets out its 2025 analysis and forward scenarios in detail.
A concise reading edition of our published article. The original includes its full context and reflects the information available at publication.
Read the original article