International Energy Agency
4 mentions across all digests
Organization providing energy projections showing data center electricity could reach 1,700 TWh by 2035 with fossil fuels providing ~50% of new capacity.
‘The biggest energy security threat in history’: IEA chief warns 13 million barrels a day are gone with no cure in sight
Iran-U.S. mutual blockade of the Strait of Hormuz removes 13 million barrels per day (20% of global oil trade), triggering fuel price spikes, 20,000+ Lufthansa flight cancellations, and a six-month mine-clearing recovery window.
40 years after Chernobyl, Iran War pushes world toward nuclear again. What could go wrong?
Geopolitical tensions and AI's electricity demands are reversing decades of anti-nuclear policy—China is building 40 reactors while the US targets 4x capacity growth by 2050, pushing global nuclear generation to 10% of all electricity.
Oil crisis? What oil crisis? IT spending de-coupled from wider war shock
Gartner raised its 2026 IT spending forecast to 13.5% growth ($6.31T) despite geopolitical crisis, with AI and datacenter investments driving the surge while broader enterprise IT stagnates at 7%.
The Honest Climate Case for AI
AI's climate viability hinges entirely on grid decarbonization outpacing demand: reasoning models will consume 10-100x more power, but if fossil fuels power ~50% of new data centers through 2030, AI becomes a net decarbonization drag.