2025 Marks a Turning Point for the World’s Power System
Read the full article here.
The global energy system is entering a pivotal new phase. Rystad Energy’s latest scenario analysis shows that all net growth in global electricity supply in 2025 – around 1,070 terawatt-hours – will come from low-carbon sources, including renewables and nuclear power. This marks a structural shift: renewables are no longer competing at the margins but are now driving all incremental power generation. For investors, this signals that clean-power growth is moving from policy-driven to market-driven, reshaping long-term return potential across utilities, infrastructure, and technology.
One of the most significant developments shaping power demand today is the rapid growth of data centers, particularly those supporting artificial intelligence (AI), cloud computing, and large-scale computing workloads. According to Rystad Energy’s recent research, if all announced projects move forward, data center capacity will reach 145 gigawatts by 2030. This surge reflects not only the proliferation of new data-center capacity but also rising power intensity per facility as AI-optimized hardware and high-density server racks become more common.
Source: Pixabay