The IEA says electricity could reach 33% of global final energy consumption by 2035, up from 23% today. COP31 leaders want to push that to 35% as energy-security concerns accelerate electrification. #Energy#Electrification#COP31#Power
America's AI boom faces a growing power constraint. U.S. data-center demand could jump from roughly 42 GW today to 118-134 GW by 2030, while grid bottlenecks and turbine backlogs threaten expansion. #AI#Energy#DataCenters#Power
Utilities may face pressure from regulators as affordability concerns grow. The sector earned roughly 10% on equity versus an estimated 7-8% theoretical cost, leaving allowed returns vulnerable to cuts. #Utilities#Power#Energy#Inflation
The power race is increasingly about speed, not just cost. Utility-scale solar can be built in roughly 15 months versus about 2 years for gas and 7 years for nuclear, giving renewables an edge as electricity demand surges. #Energy#Solar#Power#DataCenters
India is ramping up coal deliveries by rail as power plant inventories fall to critical levels. As of Sept. 5, 53 plants held less than 25% of required stocks, up from 45 on Aug. 26. #India#Coal#Power#Energy
