Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Technology

The IEA Isn’t Sweating Data Center Electricity Demand

The organization’s annual World Energy Outlook is pretty sanguine on the subject.

Power lines and a data center.
Heatmap Illustration/Getty Images

Early this morning, the International Energy Agency released its annual World Energy Outlook. And while the Paris-based agency says the world should certainly be concerned about rising electricity demand overall, it also conveys (not quite in so many words) that perhaps we should all just calm down when it comes to data center load growth driven by the rise of generative artificial intelligence.

The report demonstrates that on a global scale, data centers are pretty trivial compared to, say, the uptick in electric vehicle adoption or increased demand for cooling. By 2030 in the base case scenario, the IEA projects that data centers will account for less than 10% of global electricity demand growth, which is roughly equal to demand growth from desalination technologies, which we see much less hand-wringing about. By comparison, the combination of rising temperatures and rising incomes could create over 1,200 terawatt-hours of additional cooling demand by 2035, more than the entire Middle East’s electricity use.

Charts from IEA World Energy OutlookIEA

The IEA emphasized that when it comes to data centers, “plausible high and low sensitivities do not change the outlook fundamentally,” meaning that regardless of factors such as how quickly renewables and other low-emission energy sources are able to ramp up or the rate at which computing efficiency improves, data centers are poised to be a small piece of the overall pie.

The authors even sound an optimistic note as they urge readers to consider the positive impacts that artificial intelligence could have on the energy sector at large, writing that “the potential implications of AI for energy are broader [than just their data center electricity use] and include improved systems coordination in the power sector and shorter innovation cycles.” As of now, folks can only guess as to whether the net benefits of AI will be positive or negative from an emissions standpoint. But the report again sounded relatively cheery as it noted that there is “a set of low-emissions options available to meet this [data center] demand,” as cleaner electricity sources are growing much faster than data center electricity use.

The unbothered tone might seem surprising, given the general freakout over demand growth as well as dueling perspectives over how to meet it. But while it’s important to put these numbers in perspective, that task shouldn’t be an excuse not to act. After all, even “a small percent of the pie” still leads to some pretty big figures. For example, say data centers comprise a conservative 5% of global electricity demand growth between now and 2030. That would mean an additional 338 terawatt-hours of electricity demand by the end of the decade, an estimate the IEA says could vary by as much as 170 terawatt-hours. So on the high end, global growth in data center electricity demand could reach around 500 terawatt-hours by 2030, nearly a quarter of total U.S. electricity generation last year.

So while this might not level up to a crisis on a global scale, it’s still very much a problem worth mitigating — all the more so because data centers are heavily geographically concentrated, meaning local grid impacts will be felt acutely. Back in April, Jonathan Koomey, an independent researcher, lecturer, and entrepreneur who studies the energy and environmental impacts of information technology, discussed this very issue with Heatmap’s own Shift Key co-hosts, Robinson Meyer and Jesse Jenkins. As Koomey put it, “A place like Ireland that has, I think at last count 17%, 18% of its load from data centers, if that grows, that could give them real challenges. Same thing with Loudoun County in Virginia.”

The IEA also acknowledges this reality, noting that even if, globally, there’s enough clean energy to go around, local constraints on generation and grid capacity could be severe. But as Koomey told Heatmap — and as, perhaps, the IEA is trying to tell us all — “it is not a national story. It is a local story.”

Blue

You’re out of free articles.

Subscribe to access Heatmap’s expert analysis of climate change, clean energy, and sustainability. Save $57 on an annual subscription, just $156 $99/year.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Daily Briefing

What Worries Me Most About This Wildfire Smoke

We didn’t know days like this could happen. Then we learned how bad they really are.

Wildfire smoke.
Heatmap Illustration/NOAA

When I woke up this morning in Chicago, the Air Quality Index was in the 300s, and I could barely see the top of the skyscraper across the street. The weather app on my phone featured a little image of a man wearing a World War I-style full-face gas mask. That’s fun, I thought. I didn’t know it could do that.

I went downstairs. Old photographs of the city were hanging in the hotel lobby — girls playing in bathing suits next to the lake — and I realized that the haze shrouding the old Lakeshore Drive condos was in fact haze, smoke, particulate matter, and not a lens artifact. It really used to be that smoky all the time, back before the Clean Air Act. Then I glanced up and saw that the haze out the window was far worse than the century-old pollution in the picture.

Keep reading...Show less
Blue
Sparks

Microsoft Sustainability Chief Hounded by Protestors at Seattle Climate Week

“Microsoft, you can’t hide, we can see your dirty side!”

Melanie Nakagawa.
Heatmap Illustration/Getty Images, Katie Brigham

Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.

I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.

Keep reading...Show less
Adaptation

The East Coast’s New Forever Problem

Smoke is back. Again. It’s time to make a plan.

East coast smoke.
Heatmap Illustration/Getty Images

Heat kills more Americans than any other extreme weather event in the United States. But wildfire smoke — while not strictly “weather” — appears to kill even more. Current excess death estimates put American heat mortality at about 10,000 people per year, or possibly as high as 12,000. Recent studies on wildfire PM 2.5 exposure suggest a mortality of double that: 24,000 all-cause deaths every year.

Needless to say, wildfire smoke is definitely not something you want to inhale if you can avoid it. (And really, you should try to.) But for the 115 million Americans in the Great Lakes and Northeast regions of the country who’ve been exposed to hazardous air from the fires in Ontario and Minnesota this week, there’s a chance that the damage is already done. According to a wildfire smoke mortality estimation tool from Cornell University’s School of Public Health and the Northeast Regional Climate Center, the total mortality for this smoke event could already be as high as 424 people so far, including nearly 100 in Michigan and more than 50 in both New York and Wisconsin.

Keep reading...Show less