CSC: Maintains Optimistic Outlook on the Electricity Shortage Industrial Chain

1 week ago / Read about 0 minute

Author：小编

According to CSC's research report, beginning in 2026, the power consumption driven by AI technologies in North America is projected to exceed the incremental conventional load for the very first time, emerging as a pivotal factor shaping the region's overall power demand landscape. In light of China's comprehensive industrial chain strengths in power equipment, coupled with escalating investments in AI computing power across North America, an accelerated energy transition in Europe, and a tightening supply-demand balance in the lithium battery sector, growth is anticipated in industries such as renewable energy, energy storage, lithium batteries, and power grids.

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