Electricity demand is set to grow faster than the global economy amid the AI boom: Chart of the Day
Global electricity demand growth is set to outstrip GDP growth for the first time, signaling a major boon…
AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…
Heatwaves Are Driving a Worldwide Surge in Air Conditioning
More people worldwide are being forced to invest in air conditioning as temperatures rise and heatwaves become more…
Citi Sees India’s Power Demand Rising 5%-6% Annually Amid Energy Buildout
India’s power sector is set to grow by 5-6% each year in the medium term as investments in…
The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending
AI hyperscalers aren’t the only big spenders fueling the economy and financial markets as the energy sector is…
India’s Renewable Surge Cut Fossil Fuel Power Use in 2025
A record jump in renewable power generation and milder weather pushed fossil fuel power generation in India down…
'Potentially challenging situation' in meeting Ireland's electricity demand – The Journal
‘Potentially challenging situation’ in meeting Ireland’s electricity demand The JournalEirGrid says power grid facing ‘challenging situation’ from 2026 to…
Big Tech Is Raiding the Energy Sector to Power the AI Boom
As the tech sector expands, in line with the growing global demand for advanced technologies, it appears that…
The Global Power Sector Faces a Reckoning in 2026
The global power sector is at a turning point in 2026. Electricity demand growth continues to accelerate, driven…
Why California is keeping this unusual solar plant running when both Trump and Biden wanted it closed
The electricity it makes is expensive, its technology has been superseded, and it’s incinerating thousands of birds mid-flight…
Why Nuclear Fusion Will Not Solve the AI Power Problem
With the supposed need for vast new electricity generation to fuel the artificial intelligence (AI) boom, AI companies are…
100-year-old Dow stock is surprising AI play
Caterpillar is a leading manufacturer of construction and mining equipment worldwide, renowned for its heavy machinery, industrial gas…