đ¨Whatâs really driving power demand to 2030
⢠Industry âď¸
Electrification of steel, chemicals, mining.
Still the biggest volume driver.
⢠Buildings đ˘
Cooling, appliances, urbanisation.
Quietly massive. Structurally locked in.
⢠Data centres & AI đ§ âĄ
Small base. Explosive growth post-2025.
Power, not chips, is the bottleneck.
⢠Heat pumps đĽâĄď¸âĄ
Policy-driven shift from gas to power.
Europe and Asia lead.
⢠Transport (EVs) đ
Becomes material after 2025.
Adds convexity, not bulk.
This is a permanent reset of the energy system around electricity.