By Gaetan Lion : medium – excerpt (see graphics with projects on the source)
Executive Summary
MTC/ABAG’s Bay Area Population Projections Are Fundamentally Flawed This analysis examines the Plan Bay Area 2050+ population projections and concludes they are fundamentally unrealistic, built on demographic impossibilities and questionable economic assumptions. These projections were developed by the Metropolitan Transportation Commission(MTC) in conjunction with the Association of Bay Area Governments (ABAG).
The Core Problem MTC/ABAG projects the Bay Area population will grow 24.1% from 2025 to 2050 — nearly 10 times faster than the rest of California (2.5%) — despite facing severe demographic headwinds. This projection requires reversing decades of trends and overcoming structural challenges that make such growth implausible.
Demographic Reality The Bay Area faces fundamental constraints making rapid population growth extraordinarily unlikely. With a median age of 41 years (compared to California’s 38.4), the region produces more deaths than births, yielding minimal or negative natural population change. Post-pandemic migration has turned consistently negative as remote work enables relocation to more affordable regions. Reflecting the impact of remote work, San Francisco now has the nation’s highest office vacancy rate at 35.4%, continuing to rise five years after the pandemic began…
Global demographic aging fundamentally constrains migration flows. UN projections show U.S. population growth from 2025–2050 will be 59% lower than 2000–2025, while major source countries like Mexico face 62% declines in such growth rates. Asian countries are experiencing rapid population contraction. Bipartisan convergence toward restrictive immigration policies further limits migration pathways.
Benchmarking Reveals Unrealistic Assumptions Two alternative benchmarks expose MTC/ABAG’s flawed projections. The California Department of Finance Demographic Research Unit (DRU) projects only 6.4% Bay Area growth from 2025 to 2050 — still unrealistically assuming the Bay Area will grow nearly three times faster than the rest of California (2.5%). An Alternate Scenario, adjusting for historical deceleration trends, projects just 1.9% growth, aligning with the remainder of the state’s 2.5% projection. MTC/ABAG’s forecast dramatically diverges from both benchmarks; its 24.1% projected growth for the Bay Area over the 2025–2050 period is nearly 10 times higher than DRU’s projection for the remainder of the state at 2.5%… (more)

Source: DRU, MTC/ABAG, author’s calculations. Note that 2020 and 2025 are Actuals. As noted MTC/ABAG has slightly different figures for these two periods.





