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The Very Energy Hungry Artificial Intelligence
Renewables’ role in power-hungry data centers is overstated. Natural gas will fill clean electricity’s data center supply shortfall, particularly in the US and Europe.
GeoMacro Strategy
,
Commodity & Energy Strategy
by Ashwin Shyam, Artem Sakhbiev, Roukaya Ibrahim, Marko Papic
02 Sep 2025
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