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The electrical network is considered in Poland by Krakow, as the Polish government raises a cup of electricity prices, which is expected to increase inflation again – January 18, 2015. Poland has one of the highest inflation in Europe. (Photo by Dominika Zarzycka/Nurphoto via Getty Images)
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Boom in artificial intelligence, the urgent need for additional data processing centers and the history of energy transition – especially in transport – all this causes demand for electricity, and existing energy infrastructure seeks to keep up.
Enterprises face a five-year waiting time to connect to European aging and intense electricity networks, CNBC experts said, as the emergence of new areas of demand causes an unprecedented increase in resolution requests. According to IEA, Not less than 1500 gigawat Pure energy projects were stopped or detained due to lack of networking and about 700 billion investments in the network necessary to achieve their green goals.
Data centers, large objects that live for computing processes and often require a huge amount power“Chief Director” of growing competition for connection to the network, said Diego Hernandez Diaz, a partner in McKise.
He said CNBC that customers quote waiting time up to eight years to connect to the network.
“In Europe, there are certain transmission operators that are already facing two, three and more people trying to connect with the same knot.
Hernandez, whose work is focused on electro-intensity industries, has stated that almost all his work has been focused on data centers, a sector that, as he expects at an annual growth level, over the next six years. The demand for the means required to prepare large language models (LLM) is expected an exponential enlargement As the technological giants seek to dominate the II.
Firm on energy management Schneider Electric In a January report, he warned that Europe was facing the upcoming power crunch, with three or five-year waiting lists for networking in energy regions.
We go from a situation where you have one application or two applications a year, in some countries up to 1000.
Stephen Carlini
Chief Adveter AI and Data Center
“This is a kind of race,” said Stephen Carlini, the main supporter of the II and data centers in Schneider Electric, said CNBC. “You have all these companies trying to deploy as much power as possible. But this is limited by the number of graphic processors (graphic units), as well as available capacity and resolution.”
“We are coming from a situation where you have one application or two applications (to connect to the network) per year up to 1000,” Carlini said.
This is not only the amount of investment required – but also the speed at which you can expand – which will be key to solve the problem, said Diaz McKise. He also pointed to the growing complexity of high voltage operators and for example Germany, who needs to move from the construction of 400 kilometers of power lines a year to 2000 kilometers.
Diaz sees the competition to connect to the “either maintenance or strengthening” in 2025.
Jerome Fournier, Vice President of Innovation at the Nexans Cable Cable, said his firm has a “huge” lag behind seven-10 billion euros (7.28 billion-10.40 billion). Nexans cables are used to transfer electricity obtained by wind and solar farms, as well as to ensure the electricity of houses and businesses.
“Everyone considers the question: do we still have a place in our plans for the production of other projects?” he said.
Fournier told CNBC that companies such as Nexans should also store slots for smaller projects such as the relationships for sea turbines. “You must have the right balance between the load, profitability and this type of electrification,” he said.
New ecosystem power
Power restrictions are leading data centers to develop your own “ecosystem backup of electricity,” Carlini Schneider Electric reports.
In the future as expected Small modular reactors – Mini -nuclear reactors that produce electricity.
Storage of battery And strategic charging is also becoming more important, Carlini said. These systems allow temporary storage from the power grid to provide an additional backup.
The CEO of the Power Solutions AVK provider, Ben Papchard, said some European countries face large, 100-megow-network requests they have never seen before.
It stands for transitional energy solutions, such as the use of micosefires, which are a separate island electricity system.
In Norway, they are trial Flexible connection agreements Where customers limit their connection with a network based on certain conditions, Beatrice Petrovich, senior energy analyst and climate in Think Tank Ember. This allows them to customize the use of energy depending on how the network goes at a particular time.
Amber also called for the rules of what he calls Investment “Waiting” network. This would allow the electricity operators to be planned promisingly, given the market trends of key technologies such as renewable energy and battery storage, Petrovich explained.
Countries moving forward with improving the legislation on the provision of firms, a completely decarbonized energy stack, will become a “winner of the race” by pushing a more “friendly ecosystem” around the data centers, Avk said.
Ultimately, a narrow place on the net “urges people to think differently, and when people are offered to think around, they are more open to different solutions.
Modest EU growth
Despite the increase in the need for electricity in some new and developing industries, Europe is still behind the rest of the world when it comes to increasing electricity demand. High electricity prices and operational costs interfere with general demand in the region, which leads to a more framed market.
The International Energy Agency (IEA) this month welcomed the growth of the “new era of electricity” because it increased the forecasts in the world, predicting the growth of 3.9% in 2025-2027-so fast growth rate in recent years.
However, forecasts for Europe are more modest. After a two -year sharp decline in electricity demand in the region, only 1% increased in 2024, according to an Energy Think Tank report.
“2024 means a turning point for electricity,” said Amber Petrovich, one of the authors of their report. “What we saw is the first rebound – even if it was a small rebound after many years of decline – it was widespread through the block.”
Diaz McKins explained that since the energy crisis, which caused Russia’s invasion of Ukraine and subsequent sanctions, electricity prices have increased about 60 to 80 euros per megawat. However, this is still 50-100 more expensive than the prices that have been observed in the previous two decades.
As a result, the costs of consumers flew, which led to signs of slowdown on the heat pumps and electric cars, he said.
Diaz added that for manufacturers in Europe, energy requirements “above that in any other geography in the world, it is not only potentially more expensive but also potentially more complicated,” Hernandez said.
The “unprecedented” growth of data centers “helps the overall curve so insignificant, but everything else is fighting it,” Hernandez said.
