Powering Up: Energy Demand to 2050

The world is about to add the equivalent of four US power grids in the next 25 years — and AI is a big reason why. That's one of the headline takeaways from Bloomberg New Energy Finance's New Energy Outlook 2026, released earlier this week. What's notable is that this isn't a clean energy vs fossil fuel story — it's a demand growth story, with fossil fuels still accounting for ~70% of global energy demand in 2050 even as renewables triple their share. In our latest weekly update, we walk through what BNEF's outlook means for investors today. A few numbers that stood out:-The world needs to add the equivalent of four US power grids by 2050-Data centers alone will consume more electricity than the entire US within 25 years-Solar overtakes coal as the world's #1 power source by 2032-US natural gas generation grows ~34% by 2035 — the quiet anchor of the AI buildout-Tech and communications now make up nearly half the S&P 500. The energy sector that powers it? Just 3.4%The AI buildout isn't just a technology cycle — it's an energy and infrastructure cycle. We highlight three areas where investors may find longer-term opportunities: power equipment and the grid, the natural gas value chain, and mature clean-tech.Subscribe for weekly macro updates and portfolio strategies.Visit our website: https://fortllc.com/Reach out: [email protected]#Investing #StockMarket #energy #ai ___________________________________________________________________________Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This presentation is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this presentation are derived from proprietary and nonproprietary sources deemed by Fort Sheridan Advisors, LLC to be reliable. The presentation may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projection and forecasts. There is no guarantee that any forecast made will materialize. Reliance upon information in this presentation is at the sole discretion of the investor. Please consult with Fort Sheridan Advisors, LLC financial advisor to ensure that any contemplated transaction in any securities or investment strategy mentioned in this presentation align with your overall investment goals, objectives and tolerance for risk. Additional information about Fort Sheridan Advisors, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-70517. Fort Sheridan Advisors, LLC is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax.