See the Big Picture for Commodities in 2025
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Big Picture for Commodities in 2025: Power, Metals, and Policy Shaping AI Datacenters' Future
Datacenter demand for electricity is skyrocketing given the exponential growth of AI and the need to add capacity to support intensifying workloads. Meeting this demand will require a multipronged approach from the energy sector that could set back decarbonization plans, capturing the attention of policymakers anxious to keep clean energy initiatives on track. A challenging time lies ahead, especially given the international race for critical minerals needed for datacenter expansion and the energy transition.
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