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Dive brief:
- Approximately not out of 10 (89 %) of global managers reported that they experienced energy disorders last year, and more (83 %) claim that power reliability makes Supply chain crisisAccording to a report this week, Prologis, an industrial real estate company based in San Francisco, San Francisco, was released in California.
- Using AI of driving electricity demand, approximately three-quarters of the managers surveyed expect the electricity needs in their facilities to increase by 10-50 percent over the next 5 years.
- “The supply chains are the biggest reset in one generation and reaches three things: Energy reliability, artificial intelligence and placeHumanity is a new priority of flexibility-building networks that can be consistent and tolerant. “Hamid Rahdam, the founder and CEO of Prologram, said in a statement made in the company’s press statement.
Dive insight:
Economic fluctuations (51 %), tariffs and trade policy changes (48 %), geopolitical instability and cyber security threats (38 % each) and energy reliability and cost (33 %) were the main concerns cited by managers as potential operating disorders of 2026.
In addition, the poll also shows the acceptance of artificial intelligence and energy pressure on the supply chains. Artificial Intelligence requires a large amount of energy because the educational models include “thousands of GPUs (GPUs) that are constantly working for months and resulting in Excessive power consumptionAccording to April report from the Institute of Energy and Environment at the Penn State University.
While data centers used 4.4 % of US electricity in 2023, according to Mahmut Kundir, a professor of computer science and engineering in Penn, the report could triple by 2028. In July, the US Department of Energy He said the power outage If suppliers do not add their capacity during peak periods, it can increase by 100 times by 2030. He also warned that the demand for artificial intelligence from data centers was accelerating the strain.
Prologis also emphasized the vulnerability of job power. The report said: Only 27 % of organizations did not call what called “advanced power flexibility”, with more than half of the preparation for long -term losses.
The authors of the study wrote: “Disconnecting the relationship between current capabilities and future demands creates fundamental vulnerability that threaten operational continuity.”
The report also refers to how to revise the supply chain geography. After decades of optimization for work costs, 77 % of managers said they were building regional and self -sufficient networks. Energy reliability was highlighted as the superior determinant in place, prior to tariffs and labor costs.
Nearly eight of the 10 leaders said that after the experience of a small number of one to five main interruptions a year, they consider the return of operations, a sign of how critical energy security.
“The energy of the new fault line is in the global supply chains,” said Susan Otalomar, a senior energy and sustainability director at Prologram. “Most companies faced energy disruption last year and expect more to increase their power in the coming years. Companies that solve energy resistance will be companies that go further.”
The report was conducted on August 2025, according to a poll for Prologram, a world -relevant logistics real estate company, including 1816 global manager.
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