Full Title: 2025 Commodities Outlook: Power, Metals, Policy Shaping the Future of AI Revolution's Foundation
Author(s): Tony Lenoir, Adam Wilson, Sean Decoff, Monica Hlinka, and Dan Thompson
Publisher(s): S&P Global
Publication Date: November 27, 2024
Full Text: Download Resource
Description (excerpt):
The exponential growth of AI has the US energy sector scrambling to respond to historic demand for power from datacenter operators as they add new capacity to support intensifying workloads. Meeting this demand will require a multipronged approach, including upgrading and expanding the aging transmission infrastructure, increasing electricity generation via renewables and reimaging nuclear and fossil fuel power plants.
This will likely lead state policymakers to reassess their approach to decarbonization and clean energy efforts. Adding to this, the US will need to quickly join the international race to secure reliable supplies of critical minerals needed for datacenter expansion and the energy transition. A challenging time lies ahead.
Gain strategic insights into:
– The datacenter buildout
– Powering the buildout
– The critical minerals underpinning it all
– The policy perspective
– What is next?