{"format":3,"method":"deterministic","version":"53024aeaf176","generated_at":"2026-11-01T17:46:58.841839Z","reason":null,"reason_detail":null,"provenance":"verificada_contra_la_fuente","claims":[{"id":"D1","kind":"cifra","fact_id":"A23","value":17.0,"said_as":"17","text":"Battery storage jumps 17-fold from 223GW in 2025 to 3.8 terawatts by 2050, in the words of Matthias Kimmel, Head of Energy Economics (ETS, as cited).","period":null,"said_in":[{"scene":0,"second":null}],"owner_scene":0,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D2","kind":"cifra","fact_id":"A6","value":3.0,"said_as":"3%","text":"Asian economies with high import liabilities — Vietnam, Japan, Indonesia and India — have the most to gain when looking at energy imports as a share of GDP. Those markets paid between 3% and 6% of their GDP on energy imports in 2025.","period":"2025","said_in":[{"scene":2,"second":null}],"owner_scene":2,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D3","kind":"cifra","fact_id":"A6","value":6.0,"said_as":"6%","text":"Asian economies with high import liabilities — Vietnam, Japan, Indonesia and India — have the most to gain when looking at energy imports as a share of GDP. Those markets paid between 3% and 6% of their GDP on energy imports in 2025.","period":"2025","said_in":[{"scene":2,"second":null}],"owner_scene":2,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D4","kind":"cifra","fact_id":null,"value":100.0,"said_as":"hundred","text":null,"period":null,"said_in":[{"scene":2,"second":null}],"owner_scene":2,"backing":"sin_respaldo","on_screen":"drawn","citation":null},{"id":"D5","kind":"cifra","fact_id":"A7","value":2.3,"said_as":"2.3%","text":"The EU currently spends 2.3% of GDP on energy imports, and China 2.7% of GDP, but both rapidly reduce these liabilities over the next decade in BNEF's modeling (ETS).","period":"2025","said_in":[{"scene":6,"second":null}],"owner_scene":6,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D6","kind":"cifra","fact_id":"A7","value":2.7,"said_as":"2.7%","text":"The EU currently spends 2.3% of GDP on energy imports, and China 2.7% of GDP, but both rapidly reduce these liabilities over the next decade in BNEF's modeling (ETS).","period":"2025","said_in":[{"scene":6,"second":null}],"owner_scene":6,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D7","kind":"cifra","fact_id":"A12","value":66.7,"said_as":"two thirds","text":"Global electricity demand has more than doubled since 2000, driven primarily by rising consumption in buildings and industry as populations grow and incomes increase. Under the ETS, demand rises a further 29% by 2035 and 69% by 2050.","period":"2050","said_in":[{"scene":7,"second":null}],"owner_scene":7,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D8","kind":"cifra","fact_id":"A14","value":500.0,"said_as":"500","text":"Global data center capacity reached 84GW in 2025, consuming 500 terawatt-hours (TWh) of electricity, or 1.9% of global total demand.","period":"2025","said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D9","kind":"cifra","fact_id":"A14","value":1.9,"said_as":"1.9%","text":"Global data center capacity reached 84GW in 2025, consuming 500 terawatt-hours (TWh) of electricity, or 1.9% of global total demand.","period":"2025","said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":"notShown","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D10","kind":"cifra","fact_id":"A15","value":1114.0,"said_as":"1,114","text":"Demand from data centers more than doubles to 1,114TWh (3.6% of total demand) by 2050 (ETS).","period":"2050","said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D11","kind":"cifra","fact_id":"A15","value":3.6,"said_as":"3.6%","text":"Demand from data centers more than doubles to 1,114TWh (3.6% of total demand) by 2050 (ETS).","period":"2050","said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":"notShown","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D12","kind":"cifra","fact_id":"A18","value":50.0,"said_as":"half","text":"China is rapidly electrifying, with electricity already the dominant final energy carrier by 2023. Coal's share of power generation falls from about 54% in 2025 to 19% in 2035 and 7% by 2050 (ETS).","period":"2025","said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":"notShown","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D13","kind":"cifra","fact_id":"A17","value":11.0,"said_as":"11%","text":"A larger, more dynamic power system requires increased flexibility from both supply and demand. By 2035, some 11% of megawatt-hours generated are shifted in time, up from 3% today.","period":"2035","said_in":[{"scene":10,"second":null}],"owner_scene":10,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D14","kind":"cifra","fact_id":"A17","value":3.0,"said_as":"3%","text":"A larger, more dynamic power system requires increased flexibility from both supply and demand. By 2035, some 11% of megawatt-hours generated are shifted in time, up from 3% today.","period":"2035","said_in":[{"scene":10,"second":null}],"owner_scene":10,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D15","kind":"cifra","fact_id":"A31","value":2300000000000.0,"said_as":"2.3 trillion","text":"Global energy transition investment reached a record $2.3 trillion in 2025.","period":"2025","said_in":[{"scene":12,"second":null}],"owner_scene":12,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D16","kind":"cifra","fact_id":"A32","value":235000000000000.0,"said_as":"235 trillion","text":"Investment required to achieve the NZS is $235 trillion by 2050. Investing 24% more than under the ETS delivers a fundamentally different and cleaner energy system where 84% is directed toward low-carbon technologies.","period":"2050","said_in":[{"scene":12,"second":null}],"owner_scene":12,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D17","kind":"cifra","fact_id":"A32","value":24.0,"said_as":"24%","text":"Investment required to achieve the NZS is $235 trillion by 2050. Investing 24% more than under the ETS delivers a fundamentally different and cleaner energy system where 84% is directed toward low-carbon technologies.","period":null,"said_in":[{"scene":12,"second":null}],"owner_scene":12,"backing":"respaldada_en_su_escena","on_screen":"notShown","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D18","kind":"cifra","fact_id":"A32","value":84.0,"said_as":"84%","text":"Investment required to achieve the NZS is $235 trillion by 2050. Investing 24% more than under the ETS delivers a fundamentally different and cleaner energy system where 84% is directed toward low-carbon technologies.","period":null,"said_in":[{"scene":12,"second":null}],"owner_scene":12,"backing":"respaldada_en_su_escena","on_screen":"notShown","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"D19","kind":"cifra","fact_id":"A33","value":500000000000.0,"said_as":"0.5 trillion","text":"Despite $0.5 trillion in corporate equity and billions in government support over five years for startups and other firms, the next great low-cost energy technology has yet to emerge. Hopes are high for new nuclear, geothermal or storage technologies, but none has been proven sufficiently at scale — yet.","period":null,"said_in":[{"scene":13,"second":null}],"owner_scene":13,"backing":"respaldada_en_su_escena","on_screen":"drawn","citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S1","kind":"enunciado","fact_id":"A22","value":null,"said_as":"In BloombergNEF's base case, solar becomes the world's largest generator by 2032. Matthias Kimmel, Head of Energy Economics: “storage jumps 17-fold to 3.8 terawatts by 2050.”","text":"Solar will become the world's largest generator of electricity by 2032, driven by massive overcapacity and falling prices (ETS).","period":null,"said_in":[{"scene":0,"second":null}],"owner_scene":0,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S2","kind":"enunciado","fact_id":"A36","value":null,"said_as":"In BloombergNEF's base case, solar becomes the world's largest generator by 2032. Matthias Kimmel, Head of Energy Economics: “storage jumps 17-fold to 3.8 terawatts by 2050.”","text":"Matthias Kimmel, Head of Energy Economics, said: \"As EVs, data centers, population growth and industrial activity spur electricity demand, the world is in a race to meet rising energy demand with the most efficient, least-cost technologies. NEO shows that solar becomes the world's largest generator overall by 2032, while storage jumps 17-fold to 3.8 terawatts by 2050, underscoring how clean technologies are increasingly critical to energy security, system flexibility and meeting the world's growing power needs.\"","period":null,"said_in":[{"scene":0,"second":null}],"owner_scene":0,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S3","kind":"enunciado","fact_id":"A3","value":null,"said_as":"In BloombergNEF's base case, solar becomes the world's largest generator by 2032. Matthias Kimmel, Head of Energy Economics: “storage jumps 17-fold to 3.8 terawatts by 2050.”","text":"The Economic Transition Scenario (ETS) is BNEF's updated base-case scenario that maps out how the energy system is most likely to evolve over the next decade and through 2050, with clean technologies gaining share based on economics alone and emissions entering a gradual structural decline.","period":null,"said_in":[{"scene":0,"second":null},{"scene":4,"second":null}],"owner_scene":0,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S4","kind":"enunciado","fact_id":"A1","value":null,"said_as":"Three energy shocks this decade: Covid-19, the war in Ukraine, the Iran war in the Middle East. Each highlighted the inherent volatility and insecurity of today's energy system.","text":"So far in this decade, the world has suffered three substantial energy shocks: Covid-19, the war in Ukraine, and most recently the Iran war in the Middle East. Each has highlighted the inherent volatility and insecurity of today's energy system.","period":null,"said_in":[{"scene":1,"second":null}],"owner_scene":1,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S5","kind":"enunciado","fact_id":"N1","value":null,"said_as":"Three energy shocks this decade: Covid-19, the war in Ukraine, the Iran war in the Middle East. Each highlighted the inherent volatility and insecurity of today's energy system.","text":"On May 19, 2026, BloombergNEF simultaneously published its New Energy Outlook 2026 from London and New York City, opening with the declaration that the world had already absorbed three substantial energy shocks in this decade alone — Covid-19, the war in Ukraine, and the Iran war in the Middle East — and that each had exposed the inherent volatility of today's energy system. The report's central argument: that same volatility is now an argument for the transition, not against it.","period":null,"said_in":[{"scene":1,"second":null}],"owner_scene":1,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S6","kind":"enunciado","fact_id":"N2","value":null,"said_as":"In 2025, Vietnam, Japan, Indonesia and India paid 3% to 6% of GDP on energy imports: up to six dollars in every hundred.","text":"In the NEO 2026 modeling, Vietnam, Japan, Indonesia and India — four Asian economies that paid between 3% and 6% of their entire GDP on energy imports in 2025 — emerge as the markets with the most to gain from the energy transition. The report shows their import burden falling rapidly under the ETS as solar modules, batteries, heat pumps and electric vehicles scale up, and falling even faster under the NZS.","period":null,"said_in":[{"scene":2,"second":null},{"scene":3,"second":null}],"owner_scene":2,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S7","kind":"enunciado","fact_id":"A2","value":null,"said_as":"These four have the most to gain. BNEF finds that countries rapidly deploying economically competitive clean technologies stand to cut reliance on imported fossil fuels, and strengthen energy security.","text":"NEO 2026 finds that if countries continue on their current path of rapidly deploying economically competitive clean technologies, they stand to cut their reliance on imported fossil fuels and ultimately strengthen their energy security.","period":null,"said_in":[{"scene":3,"second":null},{"scene":15,"second":null}],"owner_scene":3,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S8","kind":"enunciado","fact_id":"A34","value":null,"said_as":"The ETS is BNEF's base case: how the energy system most likely evolves to 2050, clean technologies gaining share on economics alone.","text":"NEO is anchored in real-world sector and country transitions and provides an independent set of credible scenarios covering the global power sector, industry, buildings and transport, and the key drivers shaping these sectors until 2050.","period":null,"said_in":[{"scene":4,"second":null}],"owner_scene":4,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"New Energy Outlook 2026 — Flagship Report page","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"as_of":"2026-05-19"}},{"id":"S9","kind":"enunciado","fact_id":"A4","value":null,"said_as":"The NZS is a credible maximum-effort pathway that keeps warming well below 2°C. “No transition” is hypothetical: no further improvement in decarbonization or energy efficiency.","text":"The Net Zero Scenario (NZS) is a credible maximum-effort pathway that keeps global warming well below 2°C. The 2026 edition is a major reworked update reflecting a slower pace of transition, shifting policy priorities, and limited progress in next-generation clean technologies since the last update in 2024.","period":null,"said_in":[{"scene":5,"second":null},{"scene":11,"second":null}],"owner_scene":5,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S10","kind":"enunciado","fact_id":"A5","value":null,"said_as":"The NZS is a credible maximum-effort pathway that keeps warming well below 2°C. “No transition” is hypothetical: no further improvement in decarbonization or energy efficiency.","text":"The 'no transition' scenario is a hypothetical counterfactual that models no further improvement in decarbonization and energy efficiency: clean tech build for power is capped at historical limits with costs fixed at 2026 levels, in buildings and transport the fuel mix remains unchanged from 2026, and in industry the uptake of recycling and alternative primary production processes is limited.","period":null,"said_in":[{"scene":5,"second":null}],"owner_scene":5,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"New Energy Outlook 2026 — Flagship Report page","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"as_of":"2026-05-19"}},{"id":"S11","kind":"enunciado","fact_id":"A8","value":null,"said_as":"The EU spends 2.3% of GDP on energy imports; China, 2.7%. On the ETS, both cut that rapidly within the next decade, faster under the NZS. The US and Saudi Arabia, modestly.","text":"Net exporters such as the US and Saudi Arabia also modestly reduce import dependence under the ETS.","period":null,"said_in":[{"scene":6,"second":null}],"owner_scene":6,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S12","kind":"enunciado","fact_id":"A9","value":null,"said_as":"The EU spends 2.3% of GDP on energy imports; China, 2.7%. On the ETS, both cut that rapidly within the next decade, faster under the NZS. The US and Saudi Arabia, modestly.","text":"Reduction of energy import dependence can happen faster under the Net Zero Scenario (NZS) than under the ETS.","period":null,"said_in":[{"scene":6,"second":null}],"owner_scene":6,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"New Energy Outlook 2026 — Flagship Report page","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"as_of":"2026-05-19"}},{"id":"S13","kind":"enunciado","fact_id":"A11","value":null,"said_as":"Electricity demand has more than doubled since 2000. On the ETS, electricity meets two-thirds of new energy demand; in both scenarios, it becomes the largest source of final energy.","text":"Under the ETS, electricity meets two-thirds of new energy demand over the next 24 years, while natural gas supplies another 25%. Demand is largely driven by electric vehicles, data centers and other electrification.","period":null,"said_in":[{"scene":7,"second":null}],"owner_scene":7,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S14","kind":"enunciado","fact_id":"A13","value":null,"said_as":"Electricity demand has more than doubled since 2000. On the ETS, electricity meets two-thirds of new energy demand; in both scenarios, it becomes the largest source of final energy.","text":"In both of BNEF's scenarios (ETS and NZS), rising demand makes electricity the world's largest source of final energy in the coming decades.","period":null,"said_in":[{"scene":7,"second":null}],"owner_scene":7,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"New Energy Outlook 2026 — Flagship Report page","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"as_of":"2026-05-19"}},{"id":"S15","kind":"enunciado","fact_id":"A16","value":null,"said_as":"Data centers drew 500 terawatt-hours in 2025: 1.9% of demand. On the ETS, AI-fueled demand reaches 1,114 by 2050: 3.6%.","text":"Data centers are one of the fastest-growing drivers of new electricity demand, fueled by the rapid expansion of artificial intelligence. Meeting this demand requires a major buildout of capacity and grid infrastructure, as well as new sources of flexibility.","period":null,"said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"New Energy Outlook 2026 — Flagship Report page","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"as_of":"2026-05-19"}},{"id":"S16","kind":"enunciado","fact_id":"N6","value":null,"said_as":"Data centers drew 500 terawatt-hours in 2025: 1.9% of demand. On the ETS, AI-fueled demand reaches 1,114 by 2050: 3.6%.","text":"In the NEO 2026 modeling, global data center capacity stood at 84GW in 2025, consuming 500TWh of electricity — 1.9% of global total demand. By 2050, under the ETS, that demand more than doubles to 1,114TWh, or 3.6% of total demand, making data centers one of the fastest-growing drivers of new electricity demand, fueled by the rapid expansion of artificial intelligence.","period":null,"said_in":[{"scene":8,"second":null}],"owner_scene":8,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S17","kind":"enunciado","fact_id":"A19","value":null,"said_as":"China crossed by 2023: electricity is already its dominant final energy carrier. On the ETS: India 2041, Europe 2043, the US 2047. Coal falls to half its current power-generation use by 2050.","text":"In India, electricity overtakes oil and coal by 2041 despite continued coal use in industry (ETS).","period":null,"said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S18","kind":"enunciado","fact_id":"A20","value":null,"said_as":"China crossed by 2023: electricity is already its dominant final energy carrier. On the ETS: India 2041, Europe 2043, the US 2047. Coal falls to half its current power-generation use by 2050.","text":"In Europe, electricity becomes the dominant fuel by 2043 (ETS).","period":null,"said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S19","kind":"enunciado","fact_id":"A21","value":null,"said_as":"China crossed by 2023: electricity is already its dominant final energy carrier. On the ETS: India 2041, Europe 2043, the US 2047. Coal falls to half its current power-generation use by 2050.","text":"The US transitions more slowly, with electricity becoming the dominant fuel in 2047 (ETS).","period":null,"said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S20","kind":"enunciado","fact_id":"A10","value":null,"said_as":"China crossed by 2023: electricity is already its dominant final energy carrier. On the ETS: India 2041, Europe 2043, the US 2047. Coal falls to half its current power-generation use by 2050.","text":"While energy security concerns may prompt some coal-rich nations to re-emphasize coal use, according to BNEF's ETS, coal cannot compete on cost over the long term, slipping to half of current levels of power generation use by 2050.","period":null,"said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S21","kind":"enunciado","fact_id":"N3","value":null,"said_as":"China crossed by 2023: electricity is already its dominant final energy carrier. On the ETS: India 2041, Europe 2043, the US 2047. Coal falls to half its current power-generation use by 2050.","text":"China's electricity system crossed a threshold that the NEO 2026 records as already history: by 2023, electricity had become the dominant final energy carrier in the country.","period":null,"said_in":[{"scene":9,"second":null}],"owner_scene":9,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S22","kind":"enunciado","fact_id":"A28","value":null,"said_as":"BNEF finds 1.5°C no longer feasible, given persistently high emissions and continued investment in emissions-intensive assets. The reworked NZS peaks at 1.81°C, against 1.75°C in the 2024 edition.","text":"BNEF finds that achieving 1.5°C is no longer feasible due to persistently high emissions and continued investment in emissions-intensive assets.","period":null,"said_in":[{"scene":11,"second":null}],"owner_scene":11,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S23","kind":"enunciado","fact_id":"A29","value":null,"said_as":"BNEF finds 1.5°C no longer feasible, given persistently high emissions and continued investment in emissions-intensive assets. The reworked NZS peaks at 1.81°C, against 1.75°C in the 2024 edition.","text":"Under the updated NZS, peak warming reaches 1.81°C, compared with 1.75°C in the 2024 edition.","period":null,"said_in":[{"scene":11,"second":null}],"owner_scene":11,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S24","kind":"enunciado","fact_id":"N4","value":null,"said_as":"BNEF finds 1.5°C no longer feasible, given persistently high emissions and continued investment in emissions-intensive assets. The reworked NZS peaks at 1.81°C, against 1.75°C in the 2024 edition.","text":"The NEO 2026 updated its Net Zero Scenario for the first time since 2024 and arrived at a harder number: peak warming of 1.81°C, up from 1.75°C in the previous edition. The report states plainly that 1.5°C is no longer feasible. The update reflects a slower pace of transition, shifting policy priorities, and limited progress in next-generation clean technologies in the intervening two years.","period":null,"said_in":[{"scene":11,"second":null}],"owner_scene":11,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S25","kind":"enunciado","fact_id":"N5","value":null,"said_as":"Despite $0.5 trillion in corporate equity over five years, the next great low-cost energy technology has yet to emerge. New nuclear, geothermal, storage: none proven at scale, yet.","text":"The NEO 2026 press release notes that despite $0.5 trillion in corporate equity and billions in government support flowing to energy startups and other firms over five years, the next great low-cost energy technology has yet to emerge. Hopes remain high for new nuclear, geothermal or storage, but the report states that none has been proven sufficiently at scale — yet.","period":null,"said_in":[{"scene":13,"second":null}],"owner_scene":13,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}},{"id":"S26","kind":"enunciado","fact_id":"A35","value":null,"said_as":"David Hostert, Chief Economist: “We're living in another moment of crisis, but unlike in past decades, today there are real options for countries to react.”","text":"David Hostert, Chief Economist at BloombergNEF, said: \"We're living in another moment of crisis, but unlike in past decades, today there are real options for countries to react. We now have viable technologies that can be deployed at scale and fast, at an overall lower cost to the system than the fossil fuel technologies that used to be the primary choice. Through clean power and electrification we can strengthen energy security and reduce harmful emissions along the way.\"","period":null,"said_in":[{"scene":14,"second":null},{"scene":15,"second":null}],"owner_scene":14,"backing":"respaldada_en_su_escena","on_screen":null,"citation":{"title":"BloombergNEF's New Energy Outlook 2026 — Press Release","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"as_of":"2026-05-19"}}],"sources":[{"title":"BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF","url":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","doi":null,"authors":[],"role":"principal","read":true,"claims":["D1","D2","D3","D5","D6","D7","D8","D9","D10","D11","D12","D13","D14","D15","D16","D17","D18","D19","S1","S2","S3","S4","S5","S6","S7","S9","S11","S13","S16","S17","S18","S19","S20","S21","S22","S23","S24","S25","S26"]},{"title":"New Energy Outlook 2026 | BloombergNEF","url":"https://about.bnef.com/insights/clean-energy/new-energy-outlook/","doi":null,"authors":[],"role":"declarada","read":true,"claims":["S8","S10","S12","S14","S15"]}],"summary":{"codex":"present","figures_total":19,"backed_in_scene":18,"derived":0,"unbacked":1,"context_only":0,"figures_on_screen":{"drawn":14,"approx":0,"withheld":0,"notShown":5},"plotted_values_approx":0,"plotted_values_withheld":1,"figures_outside_the_cut":0,"visual_material":"con_cita_visual"},"doi":null,"visualMaterial":[{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[1,3]},{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[4]},{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[5]},{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[7]},{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[11]},{"class":"visual_citation","source":"https://about.bnef.com/insights/clean-energy/bloombergnefs-new-energy-outlook-2026-transition-to-newer-technologies-expanded-electrification-to-strengthen-nations-energy-security","region":"parrafo","credit":"Source: BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security | BloombergNEF — about.bnef.com","license":null,"scenes":[14]}],"certifications":[],"claimsDigest":"98084786c44a71ed708bad27eee72096286868fe6d690082925bb269359cf900"}