美洲电力-受数据中心需求增长推动，到 2030 年电力需求复合年增长率（CAGR）将提升至 2.6%-Americas Utilities_ Increase power demand CAGR to 2.6% through 2030E on increased data center demand
2025-10-13 15:12
Carly Davenport +1(212)357-1914 | carly.davenport@gs.com Goldman Sachs & Co. LLC 13 October 2025 | 12:04AM EDT Equity Research AMERICAS UTILITIES Increase power demand CAGR to 2.6% through 2030E on increased data center demand In this note, we update our US power demand outlook to reflect the latest data center power demand update from the GS SUSTAIN team and updated EV power demand forecasts from the latest GS Autos team note. Our overall US power demand CAGR increases to 2.6% through 2030E (from 2.5% prev ...