{"id":6870,"date":"2026-09-22T09:53:05","date_gmt":"2026-09-22T06:53:05","guid":{"rendered":"https:\/\/relinvestmentsgroup.com\/?p=6870"},"modified":"2026-09-23T10:06:40","modified_gmt":"2026-09-23T07:06:40","slug":"vzryvnoj-rost-ii-i-geopoliticheskie-sdvigi-privodyat-k-bystroj-globalnoj-perebalansirovke-energosnabzheniya-doklad","status":"publish","type":"post","link":"https:\/\/relinvestmentsgroup.com\/en\/vzryvnoj-rost-ii-i-geopoliticheskie-sdvigi-privodyat-k-bystroj-globalnoj-perebalansirovke-energosnabzheniya-doklad\/","title":{"rendered":"AI surge, geopolitical shifts driving rapid global energy rebalancing: report"},"content":{"rendered":"<p><\/p>\n<p class=\"p1\">Surging electricity demand from AI, data centres, and industrial electrification is colliding with geopolitical instability, infrastructure constraints, and persistent energy gaps, according to the World Energy Council\u2019s 2026 World Energy Trilemma report.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Launched to coincide with Climate Week NYC, the report, \u201cRebalancing World Energy: Trade-Offs and Transformations,\u201d finds that recent disruption to energy flows through the Strait of Hormuz and rapid digital infrastructure growth are accelerating a wider rebalancing of world energy.<\/p>\n<p class=\"p1\">The challenge is shifting from mere deployment to integration and interoperability, while navigating security, affordability, decarbonisation, and development.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>The report defines \u201crebalancing\u201d as the discipline of continually reassessing energy security, equity, and environmental sustainability.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Drawing on insights from over 275 senior energy leaders across 65 countries, it highlights grids, storage, and system integration as primary constraints.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Dr Angela Wilkinson, Secretary General &amp; CEO of the World Energy Council, said: \u201cWorld energy is being rebalanced in real time. Our World Energy Trilemma report shows how the electrification surge, geopolitical disruption and persistent development gaps are creating harder choices across grids, storage, markets and institutions. Integration and interoperability are now critical: connecting the parts of each system and enabling different systems and pathways to work together. Leadership means continuously rebalancing security, affordability and sustainability while keeping sight of what energy is ultimately for\u2014better lives and stronger economies.\u201d<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>The report outlines five core tensions: investing for tomorrow while managing present costs; redesigning markets within current realities; boosting national competitiveness while maintaining cross-border interdependence; keeping transition speeds while earning social legitimacy; and matching institutional ambition with available capacity.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Regional dynamics highlight these pressures:<\/p>\n<p class=\"p1\">Africa: About 600 million people lack electricity, showing that expansion requires transmission, finance, and delivery systems.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Saudi Arabia: A 2030 target for a 50 per cent renewable mix focuses attention on combining renewables, storage, and flexible gas generation.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>China: Nearly 50 ultra-high-voltage transmission projects delivering over 420 GW illustrate the infrastructure scale needed for system integration.<\/p>\n<p class=\"p1\"><span class=\"Apple-converted-space\">\u00a0<\/span>Brazil: A 90 per cent renewable power system faces rising curtailment, emphasising the need for integration across generation, storage, and demand-side flexibility.<\/p>\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Surging electricity demand from AI, data centres, and industrial electrification is colliding with geopolitical instability, infrastructure constraints, and persistent energy gaps, according to the World Energy Council\u2019s 2026 World Energy Trilemma report. \u00a0Launched to coincide with Climate Week NYC, the report, \u201cRebalancing World Energy: Trade-Offs and Transformations,\u201d finds that recent disruption to energy flows through&hellip;<\/p>\n","protected":false},"author":1,"featured_media":6871,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bez-rubriki"],"featured_image_src":{"landsacpe":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/09\/Wind-energy-2-1140x445.webp",1140,445,true],"list":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/09\/Wind-energy-2-463x348.webp",463,348,true],"medium":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/09\/Wind-energy-2-300x200.webp",300,200,true],"full":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/09\/Wind-energy-2.webp",2400,1600,false]},"_links":{"self":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6870","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/comments?post=6870"}],"version-history":[{"count":1,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6870\/revisions"}],"predecessor-version":[{"id":6872,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6870\/revisions\/6872"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/media\/6871"}],"wp:attachment":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/media?parent=6870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/categories?post=6870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/tags?post=6870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}