UBS On-Air: Market Moves How electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)
Mar 30, 2026
Natalie Adomait, Managing Partner and COO at Brookfield’s Renewable Power and Transition Group, oversees global renewables, batteries, hydro and nuclear. She discusses soaring electricity demand from AI, EVs and electrification. They cover how gigawatt-scale renewables, gas as a stability bridge, and integrated data center-AI power strategies are reshaping energy markets.
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Power Demand Will Double Driven By AI And Electrification
- Global electricity demand is set to roughly double over the next 25 years driven by AI, electrification, on-shoring, and rising incomes.
- Data center demand alone may grow from ~2% to ~10% of global power by 2030, making power the core bottleneck to AI buildouts.
Economics, Not Just Green, Drive Renewables Growth
- Renewables are central because they are the cheapest and fastest-to-deploy sources of power, not only because they're green.
- Since 2009 wind costs fell ~70% and solar ~90%, and batteries are following similar cost declines.
Provide Bespoke Large Scale Power Partnerships
- Combine capital, land, and operating expertise to bring multiple gigawatts online annually for large buyers like tech firms and governments.
- Brookfield leverages 45+ GW operational capacity and a 200+ GW pipeline to add 7–10 GW per year.