The Energy Paradox - PanEuro Group Energy Transition
At PanEuro, we recognize what others won't say out loud: the AI and quantum computing revolution has fundamentally rewritten the energy equation. The numbers are staggering. Data center consumption could hit 945 terawatt-hours annually by 2030—more than Japan generates today. Meanwhile, renewable deployment faces hard limits: grid stability challenges, critical mineral shortages, physical infrastructure constraints. The 2050 net-zero ambition remains important. But pursuing it through renewables alone while scaling AI infrastructure isn't just difficult—it's impossible. The math doesn't work. The physics doesn't work. The timeline doesn't work. An honest energy strategy requires an uncomfortable admission: natural gas isn't a fallback option during this transition—it's the foundation. Lower-carbon than alternatives, backed by established infrastructure, it's the only fuel that can simultaneously power the computational revolution and stabilize grids as we build toward a renewable future. We can have bold climate goals or we can have reality. The question is whether we're brave enough to choose both.