India Energy Transition
Who stands to Gain?
- Developers with large balance sheets and low cost of debt;
- Equipment manufacturers with access to cutting-edge technology.
India’s Cross-Border Power Transmission Capacity To Grow Manifold
Transmission To Attract Large Capex In Energy Transition Space
The US Power Demand Surge
ChatGPT Query Is > 5x Power Intensive vs. Google Searches
Data Centre/AI Growth To Boost Power Demand In The US Until 2030
EU Power Consumption Could Rise Significantly In Next 10 Years
Since 2008, EU’s electricity consumption has cumulatively declined by nearly 10%. However, EU power consumption could potentially rise by 50% by 2033.
EU Power Consumption Split
EU Capacity Enhancement In The Coming Decade
An investment of nearly Euro 850 Bn is expected for near-800-Gw of additions by 2033, evenly split between solar, onshore wind and offshore wind.
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