Projected 60% rise in global electricity demand by 2045 boosts nuclear power investments amid AI and clean energy growth.
Global electricity demand is projected to jump 60% between 2025 and 2045, driven by artificial intelligence and clean energy adoption, according to industry forecasts. This surge outpaces the 10% growth seen from 2005 to 2025, creating urgent need for reliable baseload power sources.
Nuclear energy, offering always-on clean power, is positioned for a renaissance as intermittent sources like solar and wind require complementary solutions. Constellation Energy (NASDAQ: CEG), a major nuclear power producer, is already partnering with tech firms like Meta to support AI infrastructure expansion.
Constellation operates as an independent power producer, selling electricity at market rates, unlike regulated utilities. While it also owns natural gas and clean energy assets, its nuclear exposure aligns with rising demand trends.