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WEBINAR RECORDING
Powering AI: Energy demand,
inflation and market risk 


AI investment is increasingly influencing the economy, driving demand for power, infrastructure and hardware, while raising new questions about inflation and the longer-term productivity outlook. While much of this investment is digital, it is already translating into real-world demand, and potentially near-term price pressure. 

In this discussion-led session, we’ll examine how these dynamics are emerging across markets and what they could mean in practice.

Why should you watch? 

  • How AI-driven demand is shaping energy markets, and where pressure is starting to emerge 
  • Whether AI investment is contributing to inflation across sectors, or is concentrated in specific supply chains 
  • What hyperscaler and corporate investment trends indicate about the sustainability of demand 
  • How realistic the idea of productivity-driven disinflation is, and when its impact is likely to emerge 

Speakers:

  • Erwan Jacob, Macro Analyst, LSEG 
  • Lucille Jones, Senior Manager, Deals Intelligence, LSEG 
  • Elizabeth Kuhr, Product Director, News Content Strategy, LSEG 
  • Erik Britton, Managing Director and CEO, Fathom Consulting
Watch the recording



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