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Newsletter
Feb 2026
The implications of surging electricity demand
…the continued uptake of electric vehicles, higher air conditioning use and the expansion of data centres and AI.
By 2030, renewables and nuclear are together expected to be generating 50% of global electricity. Natural gas-fired output is also set to grow through 2030, while coal‑fired generation loses ground globally as renewables expand. As a result, global carbon dioxide emissions from electricity generation are expected to remain roughly flat between now and 2030.
The report emphasises that these trends – growing demand, an increasingly weather-dependent mix of power generation sources, and evolving electricity consumption patterns and technologies – require a rapid… -
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Contributor
Leonore Gewessler
Minister of Climate Action, Environment, Energy, Mobility, Innovation and Technology.
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Contributor
Fatih Birol
Executive Director. As Executive Director of the International Energy Agency, Dr Fatih Birol (@fbirol) has positioned the IEA at the forefront of global efforts to advance a secure, affordable and sustainable energy system. Since taking office in 2015, he has modernised the Agency by broadening its energy security mandate beyond oil to include electricity, natural gas, renewables and critical minerals, strengthened the Agency's global leadership in clean energy transitions and expanded IEA membership to include major emerging countries. As a result, the IEA’s share of global energy demand coverage has increased from 40% to over 80%. He has also played a central role in the global response to major energy security emergencies, including those triggered by the invasion of Ukraine in 2022 and the 2026 Strait of Hormuz crisis.Dr Birol joined the IEA in 1995 and steadily rose through the ranks from junior analyst to Chief Economist, where he oversaw the flagship World Energy Outlook. Throug...
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Contributor
Nick Butler
Visiting Professor. Nick Butler is chair of the Kings Policy Institute at Kings College. He spent 29 years at BP, five of them as Group Vice President for Policy and Strategy Development, and later served as a senior advisor to former British Prime Minister Gordon Brown. Mr Butler is also an energy commentator for the Financial Times.
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