- U.S. and global electricity demand is rising sharply, driven in part by energy-hungry AI-focused data centers.
- Safe & Green Holdings operates across oil and gas production, services, and energy technologies, as energy independence has returned to the policy and investment agenda in the United States.
- Wholly owned subsidiary Olenox gives Safe & Green Holdings exposure to domestic energy supply and significant service revenues.
- Digital monitoring and optimization tools are increasingly important in modern energy operations.
U.S. electricity consumption is set to reach record levels in 2025 and 2026, according to projections from the Energy Information Administration. The agency expects demand to climb to 4,199 billion kilowatt-hours in 2025 and 4,267 billion kWh in 2026, up from a record 4,110 billion kWh in 2024, as reported by Reuters in December (https://ibn.fm/oZz7s).
A significant driver of that increase is the rapid expansion of data centers dedicated to artificial intelligence and high-performance computing. These facilities consume large amounts of electricity around the clock, adding pressure to power grids already adapting to electrification in transport, heating, and industry. For investors, this shift is refocusing attention on companies positioned to supply energy reliably while improving efficiency and monitoring.
Safe & Green Holdings (NASDAQ: SGBX), a diversified holding company, through its vertically integrated energy operations, is one of the smaller public companies seeking to align itself with these structural trends. Following the February 2025 merger of SGBX and Olenox, the company consolidated its energy activities under Olenox Corp., a wholly owned subsidiary focused on domestic production, services, and energy technologies.
The broader backdrop is not limited to the United States. The International Energy Agency reported that global energy demand grew by 2.2% in 2024, nearly twice the average rate seen over the past decade, with electricity consumption rising by 4.3% year over year (https://ibn.fm/SJ9YO). The IEA cited data centers, AI workloads, industrial electrification, and record temperatures as key contributors.
This renewed growth has reversed years of declining energy consumption in advanced economies. It has also reinforced the role of natural gas and oil alongside renewables and nuclear, particularly as grids seek reliability to support continuous data processing. For companies like Safe & Green, the emphasis on American energy independence and domestic supply chains has become more than a political talking point; it is increasingly a commercial consideration.
Olenox’s Oil and Gas division operates in Texas, Oklahoma, and Kansas, focusing on acquiring neglected or distressed properties with remaining production potential. Rather than pursuing frontier exploration, the strategy centers on extracting additional value from existing assets. In an environment where incremental supply matters, especially during demand spikes from data centers, such assets can contribute to domestic energy availability without long lead times.
Complementing production, Olenox’s Oilfield Services division provides abandonment and environmental reclamation services for third parties. This business generates an additional cash flow stream and supports the production arm with well services.
Olenox’s technologies division adds another layer. Olenox has developed proprietary plasma pulse and ultrasonic cleaning tools designed to recondition and stimulate underperforming wells. These tools aim to extend the productive life of existing infrastructure, an approach that aligns with the need to maximize output from current assets rather than relying solely on new drilling.
Beyond hydrocarbons, Safe & Green has emphasized digital oversight of energy operations. The company works with Machfu, a wholly owned subsidiary of Olenox, to deploy edge-to-enterprise devices that connect industrial field assets to secure cloud platforms. These systems provide real-time monitoring of equipment and production, allowing operators to respond quickly to performance issues or maintenance needs.
Such monitoring capabilities are increasingly relevant as energy systems grow more complex. Data centers require not only large volumes of electricity but also high reliability. Any disruption can be costly. While Safe & Green is not a power utility, its focus on monitoring, optimization, and efficiency reflects a broader shift in the energy sector toward data-driven operations.
The macro data underscores why these themes matter. Reuters noted that U.S. commercial power sales are expected to reach 1,486 billion kWh in 2025, surpassing previous highs, while residential and industrial consumption also remain elevated. At the same time, the EIA projects renewables will increase their share of generation, but natural gas will continue to play a central role in balancing the grid.
The IEA’s analysis points to a similar global pattern. While renewables and nuclear accounted for roughly 80% of the increase in electricity generation in 2024, natural gas demand rose by 2.7%, the strongest growth among fossil fuels. This reflects the need for flexible, dispatchable power to support intermittent renewables and continuous loads like AI data centers.
Safe & Green’s alignment with American energy independence is of critical importance. Domestic oil and gas production, combined with services that maintain and optimize existing wells, fits into a policy environment focused on supply security. The company’s ownership of New Asia Holdings and its integrated structure following the Olenox merger simplify that positioning to several intersecting trends: rising electricity demand driven by AI, renewed emphasis on domestic energy supply, and the growing use of digital tools to manage energy assets.
For more information, visit the company’s website at www.SafeandGreenHoldings.com.
NOTE TO INVESTORS: The latest news and updates relating to SGBX are available in the company’s newsroom at https://ibn.fm/SGBX
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