AI’s Electricity Demand Is Not the Real Problem. Its Inflexibility Is | EN590 Commodities
EN590 Commodities GroupNatural Gas / LNG August 02, 2026
Exxon and Chevron’s $26.5 Billion Quarter Draws Trump’s Ire Leon Stille has a background in energy sciences (MSc and BSc) and is pursuing a PhD in energy policy. He currently runs his own company,… The electricity demand created by artificial intelligence is usually presented as a simple supply problem. AI requires increasingly large data centers, those facilities consume enormous amounts of electricity, and utilities must somehow build enough power plants to serve them. The numbers appear to support the alarm. Data centers consumed around 485 terawatt-hours of electricity globally in 2025. The International Energy Agency expects this to rise to approximately 950 TWh by 2030, while consumption from AI-focused facilities could triple. Some proposed AI campuses will require several gigawatts
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