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Latest / The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact

How Falling Birth Rates Reshape the Energy Industry

Lucas and Luna explore how declining birth rates and shrinking household sizes are transforming the energy industry. They examine a surprising case study: Japan's residential power consumption has dropped 15% since 2000 despite only a 3% population decline, because fewer people per household means more meters, more appliances per capita, and less efficiency. The conversation covers how utilities are pivoting from volume-based models to fixed-fee and grid-service pricing, and why solar-plus-storage becomes more attractive for smaller households. They also touch on the implications for…

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