Let me take that in two parts.
In terms of global demand, all credible energy forecasts going forward indicate that energy demand is going to be going up, up and up, and we are going to need all forms of energy—renewables and conventional—to meet the ferocious appetite for global energy.
Last year, Larry Fink from BlackRock said that we need to move away from an energy transition to an energy-efficient mindset, because the immensity of growing demand, particularly coming from AI, is really driving that.
To the second part of your question on why—