The energy transition faces the rise of AI and data centers
· Source: inspenet.com
In short
The AFPM Summit 2026 reviewed five years of clean energy initiatives and identified the electricity demand from AI and data centers as a major new challenge for the energy sector. Renewable diesel and renewable natural gas met expectations, while hydrogen, ammonia and SAF fell short amid permitting, infrastructure and demand-signal gaps. Specialists called for greater capital discipline, early logistical and supply studies, and stronger assessment of OEM and skilled-labor capacity before committing capital.
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In the issue of week 37, 2026: JD.com’s Physical AI and Integrated Platforms Fuel Supply Chain Revolution
Tags: energy, supply chain, data centers, forecasting, procurement