• ARTICLEThe US Transition Ahead: Booming Energy Demand, Shifting MobilityClean EnergyClean TransportCommodities ARTICLEThe US Transition Ahead: Booming Energy Demand, Shifting MobilityClean EnergyClean TransportCommodities ARTICLE The US Transition Ahead: Booming Energy Demand, Shifting Mobility Clean Energy Clean Transport Commodities January 9, 2026By Sunny Park, Deputy Director, Summits, BloombergNEF January 9, 2026By Sunny Park, Deputy Director, Summits, BloombergNEF January 9, 2026 By Sunny Park, Deputy Director, Summits, BloombergNEF After decades of relatively flat electricity demand, the US is entering an era of rapidly rising consumption. • The rise of AI-driven data centers, electric vehicles and distributed generation and storage is reshaping the nation’s load profile at an unprecedented speed. • Hotter summers are driving higher air conditioning use, while the early stages of industrial electrification are placing additional strain on an already stressed grid system.The world of transport continues to evolve rapidly with electric vehicle sales reaching new heights globally in 2025 and two- and three-wheeled electric vehicles also gaining traction, particularly in developing nations. • In the US, EV sales growth has been more tepid as the industry faces major, new policy challenges from Washington.On January 26 and 27, the BNEF Summit San Francisco will explore the drivers behind the US power demand surge, the tech race to meet growing electricity demand and the evolving transport sector. • We will examine the implications for utilities, regulators and investors, and discuss how the grid can keep pace in a decade defined by electrification, digitalization and intensifying climate risk.1. • The technology race to meet growing power needsUS data-center power demand is set to surge-from 34.7 gigawatts in 2024 to 106 gigawatts by 2035-putting growing strain on existing power systems.

Article Summaries:

  • BloombergNEF’s latest report highlights a rapid surge in U.S. electricity demand driven by AI‑powered data centers, electric vehicles, and distributed generation. Consumption is projected to jump from 34.7 GW in 2024 to 106 GW by 2035, straining the grid and prompting a “technology race” among geothermal, virtual power plants, SMRs, renewables, and batteries. Nuclear energy has regained political support, yet long lead times and investor uncertainty remain. The BNEF Summit in San Francisco will examine these power‑tech options, financing models for data‑center expansion, and policy challenges facing U.S. EV adoption.

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