
How Birth Rates Reshape Energy Transitions
India’s energy future may be decided not in boardrooms or policy halls, but in maternity wards. Wood Mackenzie’s analysis reveals a startling truth: global birth rates are falling faster than predicted, with China’s population already shrinking. By 2060, under a low-birth scenario, the world could have 700 million fewer people than expected, reshaping everything from energy demand to critical mineral supply chains. While electricity demand will double thanks to AI and electrification, shrinking workforces could accelerate automation, paradoxically boosting demand for copper and lithium.




