Australia’s electricity system is approaching a structural inflection point. Renewable generation is on track to overtake coal on an annual basis, reshaping how the National Electricity Market manages reliability, stability, and investment risk.
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.
A recent public post on LinkedIn by energy commentator Joe Romm discusses concerns highlighted in a Bloomberg analysis regarding U.S. policy on renewable energy and its potential impact on the artificial intelligence (AI) boom.
The hydrogen sector’s potential to revolutionize the energy landscape is theoretically vast, yet practical deployment continues to lag. Martin Tengler,…
