The Daily Brief The world's new energy order, in five stories
4 snips
Nov 17, 2025 The podcast dives into the latest World Energy Outlook, highlighting the challenges of limiting global warming. It explores India's ascent as a key player in energy demand and infrastructure development. The discussion pivots to the global electric vehicle landscape, examining how emerging markets navigate the rise of Chinese EVs. Key insights on tariffs versus subsidies for EV adoption are offered, along with the complexities of supply-chain integration and geopolitics impacting policy decisions. Quick market tidbits provide additional context.
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1.5°C Target Is Out Of Reach
- The IEA says limiting warming to 1.5°C is now effectively impossible and the best case is ~1.65°C.
- Global energy demand surged, delaying fossil-fuel peaks and locking in higher long-term temperatures.
Electricity Grows While Supply Chains Concentrate
- The world is entering an 'age of electricity' with electricity's share rising to ~25% by 2035.
- But critical green supply chains are concentrated, especially in China, raising geopolitical vulnerability.
AI Will Strain Local Grids, Not Just Global Supply
- AI and data centers are driving a surge in electricity investment and demand, with 2025 data center investment topping oil.
- AI servers will concentrate load geographically, risking local grid overloads despite modest global share.
