The rapid emergence of power-hungry data centers, alongside rising nationalism and spectacular snags to international fossil-fuel supplies, is changing the nature of global energy dynamics and corresponding infrastructure.
These forces are reshaping where energy is needed, how it is supplied, who controls it and which infrastructure assets are finding the most success — key considerations infrastructure investors need to be aware of, regardless of where they are geographically.
In the United States, power markets are defined by robust rising demand for the first time in decades, as fleets of data centers are constructed to serve the seemingly infinite computational demands of AI. U.S. electricity consumption is projected to jump 20 percent by 2030, with peak load rising from 760 gigawatts in 2025 to between 850 gigawatts and 930 gigawatts within the next five years, Rabobank recently reported.
In Asia, China alone is expected to add about 2,600 terawatt-hours
