Global Scans · Decent Work and Growth · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 9: Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation.

• [New] Output from renewable energy sources is set to continue growing in H2 2025, with solar PV rising by 40% y-o-y in 2025 and 28% in 2026, while wind is projected to post more moderate growth of around 10% both in 2025 and 2026. IEA
• [New] For full-year 2025, gas-fired generation is forecast to decline by 3.6% before rebounding to 1.6% growth in 2026, with its share in the power mix remaining above 40%. IEA
• [New] We expect coal-fired generation to rise again in H2 2025, reaching around 0.5% growth for full year, followed by a 1.6% increase in 2026. IEA
• [New] Following growth of 1.3% in 2024, global coal-fired generation is forecast to decline very slightly by around 0.5% in 2025. IEA
• [New] Electricity demand is projected to maintain strong growth over the outlook period, rising by an average annual rate of 2.3% in 2025 and 2.2% in 2026. IEA
• [New] Global electricity demand is forecast to increase by an average annual 3.3% in 2025 and by 3.7% in 2026, a moderation from 4.4% in 2024 but still some of the highest growth rates observed over the last decade. IEA
• [New] Tesla is poised to hit a point of no return with potential massive growth in robo-taxis, Cybertruck production, and energy business, targeting $50 billion in adjusted EBITDA by 2026. Digital Habitats
• [New] With AI viewed as existential to competitiveness, we expect data center infrastructure growth to remain exceptionally strong through 2026. Cision PR Newswire
• [New] The global economy is entering an era in which a few new or rapidly growing high-tech industries, including AI, innovative energy technologies, and cutting-edge semiconductors, will drive economic growth. Foreign Affairs Magazine
• [New] Generation by the electric power sector is expected to grow 2.3% in 2025 and 3% in 2026, exceeding a January forecast of 1.5% growth per year. Yahoo News
• [New] Following a 0.7% growth rate in 2024, we forecast the euro area's annual average GDP growth to accelerate to 1.3% in 2025 and 1.8% in 2026. MIT OpenCourseWare
• [New] EPRI Report Sees Large Growth in AI Demand - A new analysis from the Electric Power Research Institute found that total AI power capacity could jump to more than 50 gigawatts by 2030. PRG
• [New] In India, we expect to see growth to 72.6GW. Windpower Monthly
• [New] Turkey's total is expected to have reached 19 GW by then, representing growth from its current total of 14.4GW. Windpower Monthly
• [New] IMF and OECD warn of risks from rising debt costs, energy subsidies, and U.S. trade policy uncertainty threatening growth recovery. Ainvest
• The AI server growth wave is just getting started, and Dell will be a key beneficiary as enterprise sales eventually take off, driving material revenue growth. Morningstar, Inc.
• Improved machine translation could significantly boost global services trade, offering developing countries a new pathway for economic growth. CEPR
• We eye U.S. payrolls data to see if jobs growth is still slowing, supporting a Fed cut - but slower workforce growth could add to inflation, limiting further cuts. BlackRock
• Following the real-money game ban in India, traditional gaming studios anticipate growth as RMG players migrate to casual gaming. The Economic Times
• Over 80% of corporations state that they plan to let their employees work remotely even post-pandemic (Gartner). Avaya

Last updated: 14 September 2025