Record Renewables, Smarter Grids & The AI Infrastructure Boom
The global energy transition continues to accelerate as renewables reach new milestones, electricity systems become more flexible, and investment in AI infrastructure surges. This week's stories explore record clean energy growth, the growing role of smart EV charging, climate-resilient nuclear technology, the economic impact of oil dependence, and how data centre investment is rapidly becoming one of the world's largest infrastructure markets.
⚡ 2025 Becomes a Record Year for Renewables
The world added a record 692 GW of renewable energy capacity in 2025, led primarily by solar power. Non-fossil sources generated 43% of global electricity, while fossil fuel generation declined, marking another significant milestone in the global shift toward cleaner energy.
🔋 Smart Charging Could Transform Europe's Power Grid
By 2030, around half of all EVs in the EU could use smart charging, automatically charging when renewable electricity is abundant and prices are low. Greater consumer flexibility could reduce peak electricity demand, ease pressure on grids, and lower the need for fossil fuel backup generation.
☢️ Innovative Cooling Helps French Nuclear Plant Beat the Heat
France's Civaux nuclear power station continued operating through extreme heat thanks to an advanced cooling system that returns water cooler than the river from which it was drawn. EDF plans to apply similar technology to future reactors as climate change increases the risk of heat-related operating restrictions.
📈 Oil Price Shocks Continue to Drive Australian Inflation
Australia remains highly exposed to global oil markets, ranking among the world's largest importers of diesel, petrol, and jet fuel. Historical data shows a strong link between spikes in oil prices and increases in inflation, highlighting the economic impact of continued dependence on imported fossil fuels.
🤖 AI Data Centre Investment Nears Energy Sector Levels
Global investment in data centres is expected to reach $771 billion in 2025, driven largely by artificial intelligence. The sector is now approaching the scale of annual investment in renewable energy and oil and gas, underlining AI's growing influence on infrastructure, electricity demand, and the global economy.