IEA: data-centre electricity demand soared 17% in 2025; AI-focused sites faster still, vs 3% global electricity demand.
Observed-2025 layer — not earlier IEA 2030 TWh paths; not LBNL share.
IEAEnvironment · September 19
Energy demand, water use, emissions, data centers, grids, chips, and local siting conflicts.
Source-linked items from the current edition for this beat.
Today's environment items · September 19
Current edition
Source-linked items from the current edition. Story dates are shown separately from the September 19 edition date.
Five large tech firms spent more than $400 billion in 2025, set for +75% in 2026; tech ~40% of 2025 corporate renewable PPAs; SMR conditional offtake 25 → 45 GW.
Bottleneck and offtake response — not ERCOT Batch Zero; not PJM ride-through.
IEASlow grid connections push U.S. onsite natural-gas projects; many still early-stage on IEA satellite tracking; onsite batteries critical for AI demand swings.
Near-term design response — not Electricity 2026 Grids queue totals.
IEA