A New IEA Report and the Iberian Blackout End Dreams of an ‘Energy Transition’
22 hours ago Guest Blogger
By Mark P. Mills
It’s no secret that the Republican’s “Big Beautiful Bill” plans to axe large swaths of mandates and billions of dollars in subsidies directed at achieving a so-called “energy transition.” If that budget axe falls, it will be the proverbial third strike that puts to rest the idea that the U.S., never mind the world, will abandon fossil fuels. The other two strikes already happened.
Strike two came last month with the Great Iberian blackout. Preliminary forensics make clear that over-enthusiastic deployment of unreliable solar and wind power was the fulcrum that put 55 million people in the dark for days. Few politicians will want to risk allowing something like that to happen again, anywhere. And, as the North American Electric Reliability Corporation keeps warning, blackout risks are rising here, and for the same reason. Reliability used to be the core feature of electric grid designs, before the rush to push an energy transition in service of climate goals.
And strike one came a few weeks prior to the Iberian calamity with the release of a new report from the International Energy Agency (IEA) titled Energy and AI. That report sought to answer the question about how to reliably meet the surprising jump in power demands expected in the coming decade’s boom in artificial intelligence (AI) data centers. Answering that also answers, even if not intentionally, the same question about meeting society’s future demands.
As the IEA report noted, just one large AI data center uses as much electricity as two million households, and myriads are planned. Thus, digital infrastructures will soon create demands equivalent to—reliably—powering hundreds of millions of new households. Spoiler alert: the IEA forecast shows fossil fuels continue to play a central role.
https://wattsupwiththat.com/2025/05/18/a-new-iea-report-and-the-iberian-blackout-end-dreams-of-an-energy-transition/
