
Energy Infrastructure
The paper reveals that by 2030, $7 trillion investment will be needed to support data centers for the rise in AI processing demand. McKinsey research predicts $5.2 trillion of this will be for AI-data centers, with $1.5 trillion for traditional IT applications. The investment will primarily support the technology developers, power generation, and construction elements of these facilities. AI data centers require significantly more energy and cooling due to higher power densities and heat generation than traditional centers. This demand is driving energy consumption rates higher and necessitates advanced cooling solutions like liquid cooling. The semiconductor supply chain is under pressure from the high demand for AI components such as HBM, GPUs, and SSDs, leading to resource shortages and long lead times. Geopolitical factors, such as U.S. tariffs, could exacerbate these challenges, raising costs and adding complexity. In response, procurement strategies must evolve to ensure longer-term planning and supply chain resilience. AI and ML-based demand forecasting tools are vital for managing the uncertainty in demand and supply, offering potential to increase accuracy and automate decisions previously hindered by legacy systems. These tools enable better inventory planning, and have proven beneficial in cases like a global fashion retailer seeing revenue and margin improvements. In conclusion, the AI revolution is prompting massive investments, creating opportunities and extraordinary energy and infrastructure challenges. Addressing these will require innovation in hardware efficiency, renewable energy, and smart grid technologies, alongside advanced demand forecasting and planning. The capacity to anticipate compute power demand is crucial for stakeholders across the AI value chain.
Read Full articlePowering the Future: A Comprehensive Look at Hydrogen Production Methods
The paper provides an analysis of 19 hydrogen production methods, focusing on efficiency, cost, and environmental sustainability. It identifies the efficiency of fossil fuel reforming and the high environmental impact of non-renewable sources. Renewable methods are more sustainable but less developed. Hybrid approaches offer balanced results while further innovation is needed for truly sustainable hydrogen production.
Read Full articleTransforming the Grid: Electric Vehicles as Key Players in the Energy Landscape
The "Solution Booklet: Electric Vehicles and the Grid" discusses the increase of EVs in Europe, the necessity for robust charging infrastructures, strategic city planning for EV integration, technical, societal, and governance aspects of smart charging and V2G technologies, as well as innovative solutions and economic considerations for successful EV and energy grid synergy.
Read Full articleTransforming Europe's Energy Grids for a Sustainable Future
The paper discusses Europe's transition to an interconnected, renewable-focused energy grid, emphasizing the need for smart grids, AI, flexibility markets, advanced data exchange, and interoperability. These elements are crucial for balancing supply and demand, enhancing grid efficiency, and achieving sustainability and decarbonization goals, all while facing challenges in technology, investment, and stakeholder collaboration.
Read Full articleThe Intersection of Energy and AI: Insights from the IEA Global Conference
The IEA's Global Conference on Energy and AI highlighted the reciprocal relationship between both fields, focusing on AI's role in optimizing energy use and enhancing renewable energy adoption, while also acknowledging AI's growing energy demands. Key discussions addressed electricity consumption by data centers, advancements in battery tech, smart grid optimization, predictive capabilities for natural disasters, and international perspectives from companies and governments on AI-driven energy strategies. The IEA stressed its commitment to providing actionable data and fostering stakeholder dialogue to align AI with energy system realities, and announced a comprehensive energy-AI report for 2025.
Read Full articlePowering Ahead: The Global Electricity Landscape Through 2026
Global electricity demand is projected to increase, led by China and India, with renewables and nuclear supplying all growth through 2026, indicating a shift towards low-emission sources, reducing CO2 intensity, and highlighting regional disparities in access and consumption trends.
Read Full articleIntegrating Innovation: The Role of STORMING Project in Aligning with the Hydrogen Pathways Report 2024
The STORMING project innovates in methane cracking for CO₂-free hydrogen and carbon nanotubes production, aligning with Hydrogen Europe's pathways for a sustainable energy transition and offering economic and environmental benefits. Challenges remain in scaling and integration into industries.
Read Full articleSpace-Based Solar Energy: Harnessing the Sun's Power from Orbit
Space-based solar energy (SBSE) overcomes terrestrial solar power limitations, offering continuous, efficient energy. Despite high costs and ecological concerns, advances in technology and interest from ESA and CALTECH's SSPD indicate its promising potential for sustainable energy.
Read Full articleWhat is green hydrogen?
Hydrogen is emerging as a potential solution for combating climate change. But there is a need to differentiate between green hydrogen—produced renewably, essential for certain industries—and less sustainable forms like grey, black, and blue hydrogen, which have significant carbon footprints. Pink hydrogen, though less harmful, presents nuclear waste challenges.
Read Full articleOverview of main actors in the e-mobility ecosystem
The paper addresses the EU's transition to electric vehicles (EVs) as key in decarbonizing transport sector emissions, crucial to achieving 2040 climate targets. The EV ecosystem involves various stakeholders, including OEMs, CPOs, and DSOs, working together towards electrification. Policies like RED, AFIR, EPBD, and the Sustainable Battery Regulation support this shift, while investment in EV infrastructure is projected to significantly increase. Data sharing is emphasized as essential for ecosystem efficiency.
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