Author: Anela Dokso

Global electricity demand projections are being recalibrated as artificial intelligence and hyperscale data centers move from marginal load drivers to structural forces in energy planning. According to Uranium Unlocked: The Future of AI & Global Energy Demand, a new institutional research study commissioned by Uranium.io and based on responses from more than 600 investors, this shift is already altering long-term expectations for nuclear generation and uranium procurement at a time when supply fundamentals are tightening.

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US electric vehicle sales growth has slowed compared with earlier in the decade, prompting automakers to recalibrate capital allocation, as exemplified by Ford’s decision to cancel plans for a new pure electric van and a fully electric F150 pickup following the Trump administration’s removal of federal purchase incentives and easing of vehicle emissions regulations.

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