This paper examines long-term changes in global electricity generation and consumption from 1950 to 2035 using historical data from the Our World in Data (OWID) energy database "1950-2025". After addressing data inconsistencies through smoothing and gap-filling, we apply an ARIMA(1,1,1) model selected via Akaike Information Criterion minimization. While this univariate framework is deliberately simple, it provides a transparent, reproducible baseline for trend extrapolation. Forecasts from 2025 to 2035 indicate that global generation could reach approximately 35,750 TWh by 2035, with consumption slightly higher at about 36,400 TWh, implying a sustained deficit of roughly 650–700 TWh under a business-as-usual scenario. The 95% confidence intervals widen from ±2–3% in 2025 to ±7% by 2035.
This study does not claim algorithmic innovation. Its contribution lies in (i) applying a rigorously validated ARIMA framework to a uniquely long (75+ years) global electricity dataset; (ii) providing exhaustive model selection and robustness checks; and (iii) establishing a transparent baseline for benchmarking future hybrid extensions. The full code and data are provided for reproducibility.
Although this method is not a structural energy balance model, it provides a clear baseline based on historical trends, useful as a reference point for comparing policy options or more detailed modeling approaches.