Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fluence Energy stock has delivered a 68.4% return over the past year, yet current valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow
Laura Cozzi, the International Energy Agency’s Chief Energy modeller. The rapid expansion of artificial intelligence (AI) could soon collide with a fundamental constraint: a lack of electricity, an expert stated during the Al-Attiyah Foundation Podcast. As many as one in five data centres planned worldwide between now and 2030 may not have access to sufficient power, according to Laura Cozzi, the International Energy Agency’s (IEA) Chief Energy modeller. Cozzi said data centres can be built in as little as 18 months, while the power plants, grids and other infrastructure needed to supply them typically take far longer to develop. “There is a big mismatch between how quickly data centre providers move and the time needed for energy-sector infrastructure,” she said, describing a clash between the fast-moving technology industry and an energy sector accustomed to long-term planning. The warning comes as global electricity demand from data centres is expected to more than double from 460 terawatt-hours (TWh) in 2024 to over 1,000TWh by 2030. This would represent around 3% of global electricity generation, according to the IEA. Renewables are expected to meet almost half of the additional demand, although natural gas and coal will also play significant roles. Cozzi said the rapid adoption of AI was already reshaping energy demand, particularly in the US. Although successive generations of computer chips are becoming substantially more efficient, the growing use of energy-intensive applications such as AI-generated video is driving demand for computing power higher. This surge is also transforming technology companies from passive energy consumers into major participants in energy markets. Demand associated with AI has contributed to record orders for gas turbines, while technology companies are investing in renewable energy, battery storage and small modular nuclear reactors. The discussion also explored what Cozzi described as the emerging “Age of Electricity.” Global electricity demand grew by nearly 3% in 2025 — more than twice the rate of overall energy demand — driven by data centres, electric vehicles, industrial activity, and rising cooling requirements. Solar photovoltaic power supplied more than a quarter of the increase in global energy demand, becoming the largest single source of growth for the first time. Despite geopolitical instability, Cozzi noted that global energy investment remains strong, with $3.4tn expected to flow into the sector in 2026. She also highlighted Qatar’s continued investment in LNG as part of a broader wave of spending on energy security and supply diversification. The podcast further examines the return of nuclear energy, rapid advances in batteries, persistent energy poverty, and the relationship between climate action and energy security. Cozzi argued that technologies including solar, batteries, and electric vehicles can advance both agendas by helping energy-importing countries reduce emissions while strengthening domestic energy security. Related Story Source link
TEPLICE, Czech Republic, Aug. 4, 2026 /PRNewswire/ — Contemporary Nebula Technology Energy Co., Ltd. (CNTE), a global provider of integrated energy storage solutions invested by CATL, has supplied its STAR T containerized energy storage system for the Modlany Energy Park in northern Czech Republic. The project combines a 42.7 MW photovoltaic power plant with a
China is winning the race for global clean energy dominance. Beijing has outspent every other country on Earth for years now, and controls critical global clean energy supply chains. Over the same time period, the United States has taken a major step back from clean energy objectives under the Trump administration, giving Beijing even more
Key Points Constellation Energy maintains the largest nuclear fleet in the United States and secures long-term power deals with major technology firms. Vistra combines a massive retail electricity business with a growing generation portfolio focused on meeting high-performance computing needs. Which of these power producers is the better addition to your portfolio as data center
The four-month trial will provide over 1,000 eligible EDF Small Business customers with free access to Heliotec’s AI-powered energy intelligence platform Customers receive real-time, site-specific recommendations in clear, practical language, to help them take immediate action to reduce unnecessary energy costs and waste No hardware installation required, allowing businesses to take control of their energy use
Bloom Energy (BE -0.63%) has been on a rollercoaster ride over the past year. The stock is up nearly 450% over the span, but it is also in the middle of a deep 45% drawdown. This is actually the second drawdown of that magnitude over the last 52 weeks. Even with Bloom Energy’s artificial intelligence
Key Points Bloom Energy focus on solid oxide fuel cells for high-density power needs has led the company to achieve positive free cash flow. Plug Power is aggressively building a comprehensive green hydrogen ecosystem despite facing significant liquidity and operational execution challenges. Which of these clean energy companies is the better fit for your portfolio
Posts shared thousands of times on social media claim to show a comparison of “annual energy bills around the world”, where the figure for Poland is supposedly as low as £150 compared to £2,325 in the UK. While it’s not clear where these specific figures come from, it appears likely that they conflate wholesale prices
We’re living in an energy hellscape. Wars in Iran and Ukraine are supercharging world energy prices as cruise missiles target oil tankers and drones attack still-radioactive Chernobyl and operationalnuclearplants in five countries, some believed to support covert nuclear weapons development. Less visibly, local pollution from fossil fuels causes one in five deaths worldwide. Record-breaking climate