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AI Data Center Policy Model

Evaluation of Emission Policies Under Uncertainty


Project Overview

This project uses a quantitative model to evaluate the effectiveness of different economic policies at reducing the environmental impact of AI related data centers. Emissions are modeled using the below framework:

E = Y x C

Variables:

  • E = emissions (million metric tons of CO2 per year)
  • Y = electricity consumption (in TWh)
  • C = Carbon intensity (grams of CO2 per kWh)

The model compares carbon taxes, clean energy subsidies, dynamic energy pricing, clean energy mandates, and the proposed policy combination from the paper.


Methodology

Deterministic Policy Model

  • Calibrated to the 2028 baseline
  • Computes emissions, government costs, firm costs and total cost per ton
  • Creates a baseline ranking for each policy for later analysis

Sensitivity Analysis

  • Applies a +/-10% shock to both electricity demand and carbon intensity in the model
  • Evaluates the stability of each policy under uncertainty

Monte Carlo Simulation (10,000 sims)

Computes:

  • expected emissions
  • downside emissions (95th percentile)
  • distribution of cost per ton
  • 90% dispersion range
  • Policies are evaluated as risk-adjusted decisions

Portfolio Policy Evaluation

  • Compares the proposed Dynamic Energy Pricing + Clean Energy Mandate combination to the single-policy approaches
  • Evaluates the tradeoffs of the combination between emission reductions and cost efficiency

Key Findings

  • Clean Energy Mandate has strong emission changes but includes highest cost volatility
  • Clean Energy Subsidy produces the lowest forecasted emissions
  • Carbon Taxes provide moderate emission changes at the best fiscal cost
  • Dynamic Energy Pricing + Clean Energy Mandate improves emissions performance relative to other options while keeping costs to government and firms low, preserving innovation incentive
  • Policy ranking effectiveness are preserved under the +/- 10% sensitivity shock

Structure

data/ Reserved for later calibration inputs
src/ Core emissions and cost metric functions
notebooks/ Structured analytical workflow
outputs/ Generated figures and tables


Reproducibility

To reproduce results:

Install dependencies from requirements.txt

Run notebooks in order:

  • 01_deterministic_model.ipynb
  • 02_sensitivity_analysis.ipynb
  • 03_monte_carlo_simulation.ipynb
  • 04_policy_portfolio.ipynb

Author

Finn Case

About

Quantitative evaluation of AI data center emissions policy using deterministic modeling, sensitivity analysis, and Monte Carlo risk analysis.

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