Lights Out Math: AI Data Centers And EVs Push Europe Toward A Power Shortfall From 2027

For sixteen years, Europe's power grid had one thing going for it: nobody wanted more electricity. 

That is about to change, and according to a new deep dive from China's Huatai Securities, the continent is nowhere near ready for it. In "AI and EU Energy Transition Could Lead to Power Shortages" (available to pro subs), Huatai's power generation team builds supply-demand balance tables for the EU, the UK and Germany and reaches a conclusion that should make anyone running a data center in Frankfurt (or a heat pump in Hamburg) a little nervous: