Electric Vehicles, Artificial Intelligence, and Climate Policy
Moaz Alshehri , Naif Alothman , Rafael Leal-Arcas
Clean Energy Sustain. ›› 2025, Vol. 3 ›› Issue (2) : 10003
This article explores the environmental implications of electrification and artificial intelligence (AI) infrastructure, emphasizing the importance of aligning technological development with climate goals. There is a lack of academic literature that explains and analyses such issues. Section 1 assesses the climate efficacy of promoting electric vehicles (EVs) and electric heating in regions where electricity is primarily coal-based. While electrification offers substantial climate benefits when powered by clean energy, lifecycle analyses reveal that EVs in coal-reliant grids may emit more greenhouse gases than internal combustion engine vehicles. Similarly, the climate performance of electric heat pumps depends on the carbon intensity of electricity sources. The section advocates for integrated policies that simultaneously promote electrification and grid decarbonization, enhancing emissions reductions and public health while mitigating the negative impacts of increased demand on polluting power plants. Section 2 uses Saudi Arabia as a case study and examines the environmental impact of AI data centers in the context of Saudi Arabia’s energy and climate policies. It highlights AI infrastructure’s energy and water intensity and its potential to strain environmental resources. To align AI development with national sustainability goals, the article recommends policies such as siting data centers near renewable energy sources, enforcing environmental efficiency standards, fostering R&D partnerships, mandating sustainability reporting, and expanding power purchase agreements and demand response participation. These measures aim to ensure responsible AI growth within climate-aligned frameworks. The implications of this study are that electrification and AI infrastructure can significantly reduce emissions and improve efficiency if powered by clean energy, but they also risk increasing environmental strain unless technological growth is carefully aligned with climate and sustainability goals.
Electrification / Electric vehicles (EVs) / Grid decarbonization / Climate policy / Artificial intelligence (AI) / Data centers / Energy efficiency / Sustainability
| [1] |
|
| [2] |
|
| [3] |
|
| [4] |
|
| [5] |
AI Compute Refers to the Computational Resources Required for Artificial Intelligence Systems to Perform Tasks, Such as Processing Data, Training Machine Learning Models, and Making Predictions. These Resources Can Be Provided by Various Hardware and Software Platforms, Including GPUs, TPUs, Cloud Computing, and Edge Computing Devices. See Data Management Glossary. Available online: https://www.komprise.com/glossary_terms/ai-compute/ (accessed on 22 May 2025). |
| [6] |
|
| [7] |
International Energy Agency. Net Zero by 2050: A Roadmap for the Global Energy Sector; IEA: Paris, France, 2021. |
| [8] |
|
| [9] |
|
| [10] |
|
| [11] |
|
| [12] |
International Energy Agency. Global EV Outlook 2024; IEA: Paris, France, 2024. |
| [13] |
|
| [14] |
|
| [15] |
Intergovernmental Panel on Climate Change. Climate Change 2022: Mitigation of Climate Change.In Contribution of Working Group III to the Sixth Assessment Report of the Intergovernmental Panel on Climate Change; Shukla PR, Ed.; Cambridge University Press: Cambridge, UK, 2022. |
| [16] |
|
| [17] |
|
| [18] |
International Renewable Energy Agency. World Energy Transitions Outlook 2023; IRENA: Masdar City, United Arab Emirates, 2023. |
| [19] |
|
| [20] |
|
| [21] |
|
| [22] |
|
| [23] |
United Nations Environment Programme (UNEP). Refrigeration, Air Conditioning and Heat Pumps Technical Options Committee 2022 Assessment Report. 2022 Available online: https://ozone.unep.org/system/files/documents/RTOC-assessment%20-report-2022.pdf (accessed on 28 March 2025). |
| [24] |
|
| [25] |
IEA. The Future of Heat Pumps; IEA World Energy Outlook Special Report; International Energy Agency: Paris, France, 2022. |
| [26] |
|
| [27] |
|
| [28] |
|
| [29] |
|
| [30] |
|
| [31] |
|
| [32] |
Available online: https://groq.com/news_press/aramco-digital-and-groq-announce-progress-in-building-the-worlds-largest-inferencing-data-center-in-saudi-arabia-following-leap-mou-signing/ (accessed on 22 May 2025). |
| [33] |
|
| [34] |
|
| [35] |
|
| [36] |
|
| [37] |
|
| [38] |
|
| [39] |
|
| [40] |
|
| [41] |
|
| [42] |
|
| [43] |
|
| [44] |
|
| [45] |
|
| [46] |
|
| [47] |
|
| [48] |
|
| [49] |
|
| [50] |
|
| [51] |
|
| [52] |
|
| [53] |
|
| [54] |
|
| [55] |
|
| [56] |
|
| [57] |
|
| [58] |
|
| [59] |
|
| [60] |
|
| [61] |
|
| [62] |
|
| [63] |
|
| [64] |
|
| [65] |
|
| [66] |
|
| [67] |
|
| [68] |
World Bank. Grid Integration Requirements for Variable Renewable Energy; World Bank: Washington, DC, USA, 2019. Available online: https://documents1.worldbank.org/curated/en/934921562859528380/pdf/Grid-Integration-Requirements-for-Variable-Renewable-Energy.pdf (accessed on 3 April 2025). |
| [69] |
|
| [70] |
|
| [71] |
American Council for an Energy-Efficient Economy. Toward More Equitable Energy Efficiency Programs for Underserved Households; ACEEE: Washington, DC, USA, 2023. Available online: https://www.aceee.org/sites/default/files/pdfs/B2301.pdf (accessed on 1 April 2025). |
| [72] |
|
| [73] |
|
| [74] |
|
| [75] |
|
| [76] |
|
| [77] |
|
| [78] |
|
| [79] |
|
| [80] |
IEA. What the Data Centre and AI Boom Could Mean for the Energy Sector; IEA: Paris, France, 2024. Available online: https://www.iea.org/commentaries/what-the-data-centre-and-ai-boom-could-mean-for-the-energy-sector (accessed on 22 May 2025). |
| [81] |
|
| [82] |
|
| [83] |
|
| [84] |
|
| [85] |
IEA. Investment in Data Centres in the United States, January 2014 to August 2024; IEA: Paris, France, 2024. Available online: https://www.iea.org/data-and-statistics/charts/investment-in-data-centres-in-the-united-states-january-2014-to-august-2024. (accessed on 22 May 2025). |
| [86] |
|
| [87] |
|
| [88] |
|
| [89] |
|
| [90] |
|
| [91] |
|
| [92] |
Available online: https://www.argaam.com/en/article/articledetail/id/1678464 (accessed on 22 May 2025). |
| [93] |
|
| [94] |
|
| [95] |
|
| [96] |
|
| [97] |
|
| [98] |
|
| [99] |
IEA. Global Growth in Final Electricity Demand by Use in the Stated Policies Scenario, 2023-2030; IEA: Paris, France, 2024. Available online: https://www.iea.org/data-and-statistics/charts/global-growth-in-final-electricity-demand-by-use-in-the-stated-policies-scenario-2023-2030 (accessed on 22 May 2025). |
| [100] |
Available online: https://www.sgi.gov.sa/about-sgi/sgi-targets/reduce-carbon-emissions/?csrt=1053947392933503623 (accessed on 22 May 2025). |
| [101] |
|
| [102] |
Available online: https://unfccc.int/documents/461865 (accessed on 22 May 2025). |
| [103] |
|
| [104] |
|
| [105] |
|
| [106] |
|
| [107] |
|
| [108] |
Available online: https://www.sgi.gov.sa/about-sgi/?csrt=1053947392933503623 (accessed on 22 May 2025). |
| [109] |
|
| [110] |
|
| [111] |
|
| [112] |
|
| [113] |
|
| [114] |
|
| [115] |
IEA. World Energy Outlook 2024; IEA: Paris, France, 2024. Available online: https://www.iea.org/reports/world-energy-outlook-2024 (accessed on 22 May 2025). |
| [116] |
|
| [117] |
|
| [118] |
|
| [119] |
|
| [120] |
|
| [121] |
|
| [122] |
|
| [123] |
|
| [124] |
|
| [125] |
|
| [126] |
|
| [127] |
|
| [128] |
|
| [129] |
|
| [130] |
Available online: https://www.pwc.com/m1/en/publications/potential-impact-artificial-intelligence-middle-east.html#1 (accessed on 22 May 2025). |
| [131] |
|
| [132] |
|
| [133] |
|
| [134] |
|
| [135] |
|
| [136] |
|
| [137] |
|
| [138] |
|
| [139] |
|
| [140] |
|
| [141] |
|
| [142] |
|
| [143] |
|
| [144] |
|
| [145] |
|
| [146] |
|
| [147] |
|
| [148] |
|
| [149] |
|
| [150] |
|
| [151] |
|
| [152] |
|
| [153] |
|
| [154] |
|
| [155] |
|
| [156] |
|
/
| 〈 |
|
〉 |