Energy Evolution Looking ahead: Key themes to watch in the energy transition in 2025
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Jan 14, 2025 Discover the pivotal changes anticipated in the energy landscape for 2025. The discussion revolves around advancements in renewable technologies and the essential role of hydrogen in decarbonization. Analyze how Donald Trump's potential return impacts U.S. energy policy and global climate talks. Explore the rise of artificial intelligence and its effects on energy consumption and investment trends. With geopolitical tensions in play, the conversation highlights the intricate connections between technology, climate, and energy.
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Trump's Energy Policy Shift
- Donald Trump's return to the presidency will significantly shift US energy and climate policy.
- He's expected to withdraw from the Paris Agreement, scale back emission regulations, and impact LNG exports.
Geopolitical Implications of Trump's Return
- Trump's policies create a leadership vacuum in climate diplomacy, potentially giving the EU, China, and Brazil larger roles.
- This shift might embolden oil and gas companies to increase fossil fuel output and reduce renewable energy investments.
AI's Impact on Energy Demand
- AI and data centers are driving increased electricity demand, potentially up to 5% of global demand by 2030.
- While this may support traditional fuels, some tech companies are pushing for renewable energy sources.