AI Power Demand, Climate Risks Drive 2026 Clean Energy Trends, S&P Global Says

Reuters12-09

AI Power Demand, Climate Risks Drive 2026 Clean Energy Trends, S&P Global Says

S&P Global Energy has released its Top Trends report for 2026, highlighting major developments shaping the clean energy sector. The analysis points to a surge in AI-driven power demand, with global datacenter electricity needs expected to grow 17% into 2026 and 14% annually through 2030, potentially reaching over 2,200 TWh-the equivalent of India's current electricity consumption. This rapid growth is straining grid capacity and sustainability commitments, with 38% of datacenter-operating companies lacking net-zero targets. Major technology firms are pursuing new strategies to balance their energy requirements with climate goals, as US datacenter capital spending nears $500 billion in 2026. The report also underscores increasing climate risks, forecasting annual climate-related costs of around $885 billion for large publicly traded companies in the 2030s, and emphasizes the urgent need for accelerated adaptation and resilience planning across industries.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. S&P Global Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NY40849) on December 09, 2025, and is solely responsible for the information contained therein.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The analysis points to a surge in AI-driven power demand, with global datacenter electricity needs expected to grow 17% into 2026 and 14% annually through 2030, potentially reaching over 2,200 TWh-the equivalent of India's current electricity consumption. This rapid growth is straining grid capacity and sustainability commitments, with 38% of datacenter-operating companies lacking net-zero targets. Major technology firms are pursuing new strategies to balance their energy requirements with climate goals, as US datacenter capital spending nears $500 billion in 2026. The report also underscores increasing climate risks, forecasting annual climate-related costs of around $885 billion for large publicly traded companies in the 2030s, and emphasizes the urgent need for accelerated adaptation and resilience planning across industries.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. 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