Events
/
Webinar
Rystad Talks Energy | Capital Power: Data centers, electrification and the future of energy investments
When
Session 1: 18 September 2025, 9:00 am - 10:00 am CET
Session 2: 18 September 2025, 4:00 pm - 5:00 pm CET
Information
Data centers are transforming power markets, but EVs, heating and industry are also claiming their share. Where should capital flow in a low-carbon world? Join Rystad Energy’s experts to explore investment opportunities, risks and returns in the electrification supercycle.
Description
The rise of AI and cloud computing has placed data centers at the heart of electricity demand growth. Yet they are not the only contenders: EVs, electrified industry and heating are reshaping power markets as well.
During the webinar, we will cover the following topics:
- Current growth trajectory for data centers and the role of AI as an underlying driver
- Bottlenecks along the value chain and how energy access has become a key issue
- Investment opportunities and conditions for success
- Long-term electricity demand growth: data centers in the context of EVs, electrified industry and heating
- Efficiency gains in data centers vs. structural demand growth in other sectors
- Scenario dynamics: higher vs. lower carbon budgets and implications for data centers’ electricity share
- Competitiveness of data centers in the electricity mix: where they can (and can’t) outbid other growth segments
- Future outlook: coexistence or trade-offs between data centers and other electrification drivers