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Fossil Fuels To Dominate Global Energy Use Past 2050, McKinsey Says (reuters.com) 104

Oil, gas and coal will continue to dominate the world's energy mix well beyond 2050, as soaring electricity demand outpaces the shift to renewables, according to a new McKinsey report. From a report: McKinsey expects fossil fuels to account for about 41-55% of global energy consumption in 2050, down from today's 64% but higher than previous projections. U.S. data-center-related power demand is expected to grow nearly 25% a year until 2030, while demand from data centers globally would average 17% growth per year between 2022 and 2030, especially in OECD countries. Alternative fuels are not likely to achieve broad adoption before 2040 unless mandated, but renewables do have the potential to provide 61-67% of the 2050 global power mix, McKinsey said.
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Fossil Fuels To Dominate Global Energy Use Past 2050, McKinsey Says

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  • by ihadafivedigituid ( 8391795 ) on Thursday October 16, 2025 @02:59PM (#65730306)
    This report brought to you by Big Oil.

    Why does anyone listen to these consulting firm shills?
    • by ajedgar ( 67399 )

      Exactly. All fossil fuel electricity generating plants are stranded assets. It is now less expensive to build out a brand new solar + battery plant than it is to simply continue operating an *existing* fossil fuel based plant. Solar is now even cheaper than wind turbine + battery.

      China is bringing 5GW of solar online per week. That's 2.5 Hoover dams (at its peak) per week. China now generates twice us much electricity as the US of A.

        • FERC: Solar + wind made up 91% of new US power generating capacity in H1 2025

          You make a very common mistake. You conflate the percentage or renewables used in power generation with total use. Power generation is only one use. There are many more industries demanding power, and consumer use as well. Then you double down on the mistake by referring to "new" power generation.

          Renewables are the future. But exaggerating their growth, exaggerating their capabilities, ignoring their externalities, will not make them appear any faster. Renewables will arrive at a rate determined by scien

          • Re: (Score:2, Insightful)

            I have worked in the electric utility industry, how about you?
            • by drnb ( 2434720 )

              I have worked in the electric utility industry, how about you?

              Then you should be qualified to offer a rebuttal that is not an appeal to authority fallacy.

              • I don't owe you an education.
                • by drnb ( 2434720 )

                  I don't owe you an education.

                  In other words, you are intellectually unable to offer a sound rebuttal. Hence your failed appeal to authority fallacy. And your myopic picture on your job and missing the bigger picture.

            • by drnb ( 2434720 )

              You make a very common mistake. You conflate the percentage or renewables used in power generation with total use. Power generation is only one use. There are many more industries demanding power, and consumer use as well. Then you double down on the mistake by referring to "new" power generation.

              I have worked in the electric utility industry, how about you?

              OK, you have explained the reason for your myopic focus on one industry, yours. Care to address my actual point: "Renewables will arrive at a rate determined by science, engineering, and economics. And this is what McKinsey is trying to tell us.".

      • Actually, the "bestets" arrangement is to use floating solar pannels and offshore wind turbines on the reservoir of a hydroelectric damm.

        The hydro will provide the smoothing needed for renewables.

        Failing that, the second best option is to colo the wind and solar with a combined cycle natural gas plant. After all, even if we stoped all gasoline and diesel burning, we still need oil for chemicals and plastic, and we still need helium for cool science stuff (like MRI) and both bring natural gas as a by-product

    • This doesn't sound like the result Big Oil would want in the report - only in reality. The report saying this will drive politicians to make efforts to increase renewables deployment, and lower data center electricity usage. What Big Oil would want is for the report to say "don't worry, you don't need to do anything, fossil fuels will be dead in 10 years anyway."

      • Big Oil wants everyone to think demand will keep going up and that they are our only saviors. The AI scamvolution (it's both) is going to fall short of projections in the short to medium term the same way the dotcom boom did, with the same implications for massively overbuilt infrastructure projects.

        Anyone as involved in LLM stuff as I am can see the future, which doesn't involve the crazy energy consumption being advertised in TFA. The people building infrastructure need to sell as many shovels as they
      • \This doesn't sound like the result Big Oil ...

        There is no Big Oil. Not since the 1970s. They transitioned to Big Energy many decades ago. They have been doing renewables R&D for many decades. They have been involved in renewables for many decades. They will dominate renewable in the future. Why don't you see them doing more today? Because there is still big money to be made from fossil fuels. The day that renewables offer big money they will be there too.

        Fossil Fuels, Renewables, Big [insert label here] doesn't care, they only care about the inc

        • You bought the whole greenwashing schtick, huh?
          • by drnb ( 2434720 )

            You bought the whole greenwashing schtick, huh?

            Not all. That's not what I am referring to. They have done genuine R&D, they are doing genuine test deployments, they just aren't doing anything large scale yet. There is still money to be made in fossil fuels, so that is there focus. When renewables become more profitable they will do more. Until that day arrives, they're just getting their tech ready for that day.

            • Lots of flashy pilot programs for decades, right, and nothing to show for it.

              To repeat: greenwashing
              • by drnb ( 2434720 )

                Lots of flashy pilot programs for decades, right, and nothing to show for it. To repeat: greenwashing

                Nope. You misunderstand. It R&D, its testing, when there is big money to be made they will have plenty to show. Until then, they focus on petroleum. They don't give a shit if they make money from fossil fuels or solar. They are in it for the money, and the money is still in fossil fuels. When that changes, their long timer R&D and testing will help them earn plenty.

    • Tell me who funds McKinsey. I take it they aren't big on advising their clients to use AI? I asked Perplexity a few days ago when some fossil fuel industry shill commented on a YouTube video something to the effect of 'coal will be the number one source of energy generation by 2050': "Perplexity, what's the biggest source of electricity generation in the world today?" Perplexity said that's not even true as of last week: "In summary, renewables, especially solar and wind, are now the largest and fastest-gro
    • Why does anyone listen to these consulting firm shills?

      Probably because they are often right? Don't get me wrong I too love to live in the ideal world, but you don't even need to look at strained energy grids to see coal power dominating against all logic even from a purely political position. Just look at the story a few days ago from Australia.

      The human race is collectively too fucking dumb to solve our own problems. It seems even consultants recognise that now.

      • Even the Economist is slagging McKinsey's consultant leeches, get with the times:

        https://www.economist.com/busi... [economist.com]
        • People have viewpoints like this the world over, if you want to choose a team to support do so, but the reality is the world is far more complex than picking a side that says things you like to hear. Despite everything we are still trending *upwards* in coal consumption per annum. We are still trending *upwards* in fuel consumption per annum. We can't even talk how coal won't dominate in 40 years when we haven't even yet seen a decline in its growth.

          • We actually did see a decline in total consumption of coal from 2014-2020, which of course is negative growth--which more than refutes your claim about slowing growth never happening. The IEA global forecasts are fairly flat for coal. (source).

            The Chinese government is all-in on renewables, but they have stopgap coal projects to tide them over as consumption rises even faster. As seen in the USA, that won't go on forever if trends hold: we've already passed Peak Oil and electricity consumption has platea
    • I was surprised to see AI generated abiotic oil stuff make it into one of my social media feeds recently, I'd thought those guys moved on from that stuff and creationism into straight up Qanon dross but I guess not.
  • To what single-digit IQ audience is that not instantly obvious so why is it defiling Slashdot?

  • ...fossil fuel will NEVER allow the fortunes to be lost.
    Prepare for some really awful political and economic trouble.

    • ...fossil fuel will NEVER allow the fortunes to be lost.
      Prepare for some really awful political and economic trouble.

      As much as they may fight and lobby for government support I don't expect this to last for long.

      The government needs energy too. While politicians can be influenced to buy the more expensive energy to keep the lights on in government buildings there will be other politicians that will point to lower cost options.

      Can the fossil fuel industry pay politicians enough money to maintain their dominance indefinitely? I doubt it. Renewable energy has their own lobbying to keep out nuclear fission from competing

    • If we assume they're rational actors (which is a big assumption), they will use their current wealth to buy up IP and mining rights for the next generation energy infrastructure. Although if the battery tech advances to not require much in terms of scarce minerals then it is harder to predict.
  • Fossil Fuels To Dominate Global Energy Use Past 2050, McKinsey Says

    Especially with China's:
    - Lowest cost energy first policy, a coal first policy.
    - Renewable supplementing not displacing coal.
    - The Paris Accord allowing China to increase its pollution until 2030.
    - The CCP warning it may not respect that 2030 deadline.

    Note that some folks will conflate the use of coal in electricity production with the overall use of coal. I am referring to total coal usage across all industries. With respect to the percentage used in electricity production, the percentage is smaller

  • AI is not a bubble but a success; Full EV transition success: WE ARE SCREWED! NOT ENOUGH ELECTRICITY! EVERYBODY PANIC!

    AI is a bubble that bursts; Full EV transition fails:
    WE ARE SCREWED! SURPLUS INFRA GALORE. ALL THAT CAPEX WILL GO INTO OUR BILLS!

    AI Bubble busts; Full EV transitions successfull:
    KWOOL; enough grid electricity for all at fair prices.

    AI is a success; Full EV trabsition a failure:
    KWOOL; enough grid electricity for all at fair prices.

    • by Tablizer ( 95088 )

      So about a 50% chance we are screwed, eh.

      • So about a 50% chance we are screwed, eh.

        Yes, and about 50% chance we are kwool. In reality, remember this is a typical oversimplifies McKinsey stuff. there are more scenarios, for instance.

        AI Platoes and EVs platoes, so we keep the current status quo.

        there are many more scenarios, dependeding of your vision of the world (shades of gray, colour), and the number of dimensions you can handle (2, 3, 3+time, four, n-dimension manifold).

        It is the folks at McKinsey that are stuck to 4 quadrants.

    • The two last scenarios are wrong. You won't get electricity at "fair prices". Because when one of AI/EV fails, the other will grow to consume all low-price electricity available.
  • All of Tech consumes less than 2% of US energy. Transportation sector uses 30% of the US energy.
  • by BrightCandle ( 636365 ) on Thursday October 16, 2025 @05:20PM (#65730644)
    If that is true we are all dead, that is going to lead to catastrophic climate change which will blow every last tipping point and lead to complete climate collapse, our habitat including the animals we depend on is all going to disappear. That would lock us in for 6C+ of rises and likely 4C+ by 2050, it will be devastating. It better be wrong or its time to have an end of the world party.
    • If that is true we are all dead, that is going to lead to catastrophic climate change which will blow every last tipping point and lead to complete climate collapse, [...] It better be wrong or its time to have an end of the world party.

      It's probably wrong, as we will likely have a nuclear war before then, and we can have a party at ground zero instead.

    • It sucks, eh? LOL

      What else can you do but laugh in the face of certain destruction? You can see it coming, but you can't do anything about it. You could reduce or entirely eliminate your own footprint and it wouldn't matter in the slightest compared to the industrial output and the imposed need for personal transportation.

      It sucks, eh? LOL

  • by hadleyburg ( 823868 ) on Thursday October 16, 2025 @06:35PM (#65730812)

    The trouble with climate change is that its effects don't occur in the current quarter.

  • Germany closed their nuclear power plants and then started to knock over windmills and historic churches to get to the coal beneath them. What did everyone expect to happen? Germany wasn't building enough wind and solar generating capacity to keep up with demand. They were buying a bunch of natural gas from Russia to keep the lights on. When buying that natural gas became problematic then Germany had to restart idled coal power plants, mine more coal, and ask allies like Canada and USA to ship them LNG.

    • No, nuclear power plants make excellent targets in wartime — that really helps all the other countries in the coming global climate wars. Just spread them out nicely and show them off proudly, please.

  • McKinsey doesn't have a fucking clue.
    As demand for coal drops the oversupply will cause a price drop, mines will shut.
    Coal fired power stations will fail, be too expensive to maintain or operate and be shut down.
    Solar, wind and batteries will continue to get cheaper,
    undercutting coal fired causing more shutdowns.
    Electric vehicles will prove to be much cheaper and more reliable
    and backup the home electricity supply.
    Transport will get cheaper, power bills will drop to near $zero.
    All the dinosaurs will die and

    • Agreed! Perhaps power bills will be a little above $zero, but the combination of solar, batteries, and long-distance transmission is already cheaper than fossil fuels in many circumstances. And this trio is only going to get cheaper and better. I don't foresee a bright future for grid power coming from either fossil fuels or nuclear, unless insane laws prop them up.

Interchangeable parts won't.

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