Global energy infrastructure just hit a major inflection point. Global electricity demand has reached unprecedented levels in 2025, with one major economy's annual consumption crossing 10 trillion kilowatt-hours for the first time ever—a threshold that signals massive structural shifts in how modern societies operate. The primary drivers? Explosive growth in advanced manufacturing, AI infrastructure deployment, and comprehensive electrification across transport and industrial sectors. This kind of energy consumption surge historically correlates with tech innovation cycles and digital infrastructure buildouts. For anyone tracking macro trends that influence asset demand patterns—from industrial metals to digital assets—this data point matters. When electricity demand spikes this dramatically, it typically signals robust economic activity, capital investment in future-oriented sectors, and the kind of infrastructure spend that underpins long-term growth narratives.