For the first time in history, renewables have overtaken coal as the world’s largest source of electricity, making up 34.3% of global power generation in the first half of 2025. (The Guardian) Wind and solar are leading the charge, but the global energy landscape is entering a new and more complex era — one defined not just by how we produce power, but by how much we use.
And lately, usage is spiking.
The AI Boom Is Rewriting the Energy Equation
From data centers to chip foundries, the AI boom has ignited a new kind of industrial revolution. Major tech firms (such as Nvidia, Microsoft and others) are no longer waiting for the U.S. grid to catch up; they’re building their own power plants. In fact, one analysis finds that electricity costs in some regions near large AI data centre installations have surged up to 267% compared with five years ago. (Bloomberg)
It’s not just abstract. In the U.S., wholesale electricity prices that would have been modest in 2020 are now far higher in data-centre hotspots. (Sandbox)
Why is this relevant?
These high-demand loads strain the grid, making the cost of electricity (and grid services) higher for everyone.
The more power-hungry the infrastructure becomes, the greater the business risk for enterprises that rely on stable, affordable energy.
As grid infrastructure lags behind demand, companies and organizations have to ask: What control do we have over our energy consumption?
When Power Becomes a Premium
Every kilowatt-hour now carries more weight, especially for companies operating large buildings or complex HVAC systems (sound familiar?). Efficiency isn’t just an ESG metric anymore; it’s a business imperative tied directly to cost-control and resilience.
We’re now at a moment where:
Renewables are expanding fast, but demand is rising even faster in some tech/industrial sectors. For example, the International Energy Agency (IEA) projects that electricity demand from data centres will more than double by 2030 to around 945 TWh — “more than four times faster than the growth of total electricity consumption from all other sectors”. (IEA)
Some regions are seeing localized shortages, transmission constraints and higher wholesale power prices. In the U.S., wholesale electricity prices in several markets were up by 40-80 % in 2025 compared with 2024. (Construction Physics)
Organizations that wait for the “grid fix” may find themselves paying a premium (or exposed to reliability risk) in the meantime.
Put simply: If you can’t fully control your energy supply, you must control your energy use. Efficiency becomes the operational hedge.
The Efficiency Imperative
Here’s where the story turns from macro trends into actionable insight. The good news: The same technologies driving smarter AI are also enabling smarter buildings and systems. Intelligent filtration, automation, low-pressure HVAC systems, demand-response strategies — these are the tools to control the energy side of the business.
Here are three reasons why now is the time to focus on performance and efficiency:
Cost Avoidance Becomes Value Creation
With energy prices under pressure and demand growth uncertain, reducing consumption becomes a direct cost-mitigation strategy.– Efficiency improvements often pay back faster when baseline energy costs are rising.
Grid Risk = Business Risk
Relying solely on external supply (even if green) is a vulnerability; the more you rely on the grid, the more you’re exposed to spikes, shortages or regulatory premium pricing.– Being energy-efficient gives you more independence and control.
Sustainability Meets Differentiation
With the global pivot to renewables (for example, the projection that global renewable capacity additions between 2025-2030 will be ~4,600 GW) IEA — the organisations that get ahead now won’t just be “green” — they’ll be efficient green. That matters for brand, operations, risk profile.
When you think about building automation, indoor air quality and HVAC systems, you’re often dealing with the largest energy loads after lighting in a built environment. By focusing on filtration, optimization and smart control, you’re reducing both the peak load and the total energy used, which in the current climate is exactly the kind of strategic leverage organizations need.
Yes: the news about renewables overtaking coal is encouraging — that shift shows progress. But it also hides a key truth: demand is increasing fast, thanks in part to data, AI, buildings and more.
That means supply-side improvements alone aren’t enough. They must be matched by demand-side discipline (i.e., efficiency).
Organizations that act now to optimize their energy consumption will be better positioned, from cost, risk and sustainability standpoints, in the years ahead.
So whether you’re managing a campus, commercial building or industrial facility: don’t wait for the grid to “catch up.” Focus on what you control. Because in this new power era, efficiency is the real currency.
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