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Global Scans · Consumption · Weekly Summary


  • [New] Total U.S. equity markets have risen more than 70% over the past three years, partly on AI optimism; a sharp repricing if expected productivity gains fail to materialize would reduce capital gains realizations, high-income consumption, securities industry profitability, and bonus-related PIT. Office of the New York City Comptroller Mark Levine
  • [New] AI-optimised servers saw consumption climb by more than 83% in 2025 and are forecast to grow by a further 84% in 2026, reaching 175 TWh in total before surpassing conventional servers entirely by 2027. Bizclik Media Ltd
  • [New] The electricity consumption of cooling systems are forecast to jump by 22.6% in 2026 to 195 TWh, reflecting both the thermal demands of denser AI hardware and the ongoing expansion of capacity globally. Bizclik Media Ltd
  • [New] AI-related water consumption could equal the basic annual domestic needs of 1.3 billion people by the end of the decade, while its land footprint may exceed 14,500 square kilometers - roughly twice the size of the Jakarta metropolitan area. UN News
  • [New] The growing proliferation of EVs in road transport has a deep impact on the trajectory for global oil consumption, with total road fuel demand expected to peak in 2029. BloombergNEF
  • [New] The power consumption of datacenters has a compound annual growth rate of 20.8% between 2024 and 2030, rising from 387 terawatt-hours to a forecast of at least 1,200 TWh. nextplatform
  • [New] The rise in inventories reflects a widening imbalance between supply and domestic demand: we forecast coal consumption to decline by 36 MMst in 2026, compared with a 10 MMst decline in production, while exports are expected to increase by 4 MMst. EIA - Energy Information Administration
  • [New] When you do the math, the power consumption of datacenters as a share of overall power consumption is on the rise, from 1.3% in 2024 to perhaps 3.3% in 2030. nextplatform
  • [New] Forecast electricity consumption grows by 3.1% in 2027. / USA EIA - Energy Information Administration
  • [New] EU per capita meat consumption is expected to remain stable in 2026 with robust demand, despite high prices, in almost all meat markets. Agriculture and rural development
  • [New] The shifting trend towards the consumption of cultured meat can secure 10% of natural meat by 2030 and 35% by 2040, which is quite an interesting factor to quickly transform into the new changes in producing meat using animal cells in laboratories. Market Data Forecast
  • [New] Data centers already consume electricity on a scale comparable to many countries and predicts that energy use, carbon emissions, and resource consumption will rise sharply as AI adoption expands. MarketingProfs
  • [New] Global fertilizer consumption is projected to reach approximately 201 million tons of nutrient by the late 2020s as the world works toward feeding a projected population of 9.7 billion by 2050. Persistence Market Research
  • [New] The 2025 SaaS Benchmarks Report from High Alpha found that 42% of companies monetize AI features through usage-based or hybrid models, while Gartner projects that by 2027, 70% of leading SaaS vendors will offer consumption-based pricing across at least part of their portfolio. Zylo
  • [New] By 2060, spending by older households is expected to reach $22 trillion and account for more than 61% of total consumption. AARP
  • [New] Data centers could account for nearly 3% of global electricity consumption by 2030, with AI responsible for an increasingly large share of demand. MarketingProfs

Last updated: 21 June 2026



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