Executive Summary

Electricity demand is surging worldwide. The International Energy Agency projects global consumption will rise about 4% annually through 2027, equal to Japan’s yearly electricity use. In the United States, forecasts from The Brattle Group suggest peak demand could grow by 24% by 2030 (roughly 175 GW) and 36% by 2035, with total energy consumption increasing by more than 50% over the same period.

This growth is concentrated in three sectors reshaping modern economies: data centers powering AI and cloud workloads, zero-emission transportation fleets and highly automated logistics facilities. Each represents a new class of large, continuous demand that is driving new models for how energy is produced and delivered.

Utilities are modernizing the grid, but these projects can take years to complete. To bridge the gap, businesses are deploying on-demand and distributed energy systems in partnership with utilities. This approach accelerates growth, ensures reliability and adds flexibility while long-term upgrades are underway.

increase in total energy consumption by 2035

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