Energy Leapfrogging, Renewable Growth & Data Power Shifts
Energy is scaling in new ways—and in new places. From emerging economies skipping fossil systems to record renewable growth, Europe pushing energy independence, EV milestones, and data centres reshaping power demand, the system is evolving faster than expected.
📱 Emerging Economies Are Leapfrogging to Clean Energy
Just as many countries skipped landlines for mobile phones, a similar leap is happening in energy. Instead of building large fossil fuel systems, emerging economies are moving straight from biomass to solar and batteries. These modular, decentralised technologies lower costs and expand access—bypassing decades of traditional infrastructure.
☀️ Renewables Dominate New Power Capacity
Renewables accounted for nearly 90% of global power additions in 2025, reinforcing their position as the default choice for new electricity generation. The trend highlights both cost competitiveness and resilience, even amid ongoing energy market volatility.
⚡ Europe Accelerates Energy Independence
European countries are ramping up domestic energy supply. The Netherlands has committed €8 billion to offshore wind, while France has launched a 10 GW tender. The push reflects a broader strategy: expand homegrown renewables and reduce reliance on imported fuels.
🔋 Norway Reaches EV Tipping Point
Norway has become the first country where EVs are the most common cars on the road, overtaking diesel, petrol, and hybrids. The milestone marks a major shift in transport electrification and shows how quickly adoption can scale under the right conditions.
🖥️ Data Centres Are Following Cheap Power
The U.S. data centre map is shifting. While Virginia remains dominant, states like Texas are rapidly expanding due to abundant land, energy availability, and faster permitting. As regulation diverges across states, data centre growth is increasingly tied to where power is cheapest and easiest to access.