https://www.iea.org/reports/electricity-2026/executive-summary
The latest IEA Electricity 2026 report sends a very clear signal: global electricity demand is entering a structurally higher growth phase. This is not a cyclical spike, it is a deep structural change and two drivers stand out:
First, AI and data centers. The digital economy is scaling fast and new computing infrastructure is adding a meaningful load of energy demand. This is a real and measurable trend, and it will continue to shape electricity systems.
