Morgan Stanley raises global power demand forecast, saying 2030 electricity consumption may reach 36300000000000 units
BlockBeats, citing a Morgan Stanley research report, said that AI AI agents, cooling demand, and industrial reshoring may drive global power demand into a supercycle. The bank expects 2030 electricity consumption to reach 36300000000000 units, and said that some incremental demand has not yet been reflected in the valuations of related companies.