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2025-11-03 17:55:03
[Energy Landscape Shifts: AI Drives Explosive Electricity Demand, Oil Supply Turning Point Approaching] ⑴ The development of artificial intelligence will drive a surge in electricity demand over the next 5-10 years, expected to account for 1% to 10% of the global economy. ⑵ BP's strategic focus is shifting to the US market, primarily due to clearer investment criteria and higher certainty of returns. ⑶ Global oil demand maintains steady growth, with the aviation and petrochemical industries jointly driving annual demand growth of approximately 1%. ⑷ Non-OPEC oil supply growth is expected to end between February and April 2026, marking a shift in the global supply landscape. ⑸ The energy transition is characterized by a dual-track approach: traditional oil and gas demand remains robust, while emerging electricity demand is experiencing exponential growth.
