PessimistPicasso One Cannot Need Everything Together
Dr. Anju Sharma KtalystKlues™
Today’s market canvas looks like a Pessimist Picasso.
Every system wants five things at once:
✓AI wants more compute.
✓Energy systems want cleaner power.
✓Markets want lower risk.
✓Governments want security.
✓Climate wants adaptation now.
But systems do not scale because everyone wants everything together.
They scale when ambition is sequenced.
The data spine is already visible.
China wants renewables to supply 80% of AI data-centre power by 2030, from only 11% in 2023.
At the same time, China’s datacentre power demand could rise by 300–500 billion kWh between 2026 and 2030, adding around 18% of total electricity-demand growth.
The IEA’s wider AI-energy lens shows the same pressure?
US & China are expected to account for nearly 80% of global data-centre electricity-consumption growth to 2030, with US demand rising by about 240TWh & China by about 175TWh versus 2024 levels.
Meanwhile, markets are doing their own abstract painting:
✓Oil fell more than 1%, with Brent near $76.81/bbl, as investors balanced Hormuz-flow relief, peace-talk optimism and supply uncertainty.
✓Asian markets also slipped, with MSCI Asia-Pacific down 2.9%, Nikkei down 3%, and Kospi down 8.1%, as investors repriced rates, risk and growth at the same time.
Climate is no longer waiting backstage.
Europe’s heatwave is pushing the UK toward possible June records, with forecasts near 39°C, above the old June benchmark of 35.6°C.
So the message is simple:
One cannot need everything together.
Growth without grid discipline becomes fragility.
AI without energy planning becomes load risk.
Climate ambition without infrastructure becomes theatre.
Markets without sequencing become anxiety with a ticker symbol.
The leadership question:
What do we want?
What must come first, so the system does not collapse under the weight of everything?
China’s push for green power use in AI projects faces hurdles, experts say – https://lnkd.in/ejJ7f7HN
Source / shared link: https://www.reuters.com/business/energy/chinas-push-green-power-use-ai-projects-faces-hurdles-experts-say-2026-06-22/?utm_source=chatgpt.com
Originally published on LinkedIn on 2026-06-23 07:22:29: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7475085859856449536
