国际能源署最新报告指出——可再生能源仍是全球投资重点

Group 1 - The International Energy Agency (IEA) projects global energy investment to reach $3.3 trillion in 2025, a 2% increase year-on-year, with approximately $2.2 trillion directed towards renewable energy, nuclear, grids, and electrification [1] - China has become the largest energy investor globally, increasing its share of global clean energy spending from one-quarter to nearly one-third over the past decade [1] - Investment in renewable energy and low-carbon fuels in the U.S. has nearly doubled in the past decade, but may enter a plateau due to reduced policy support [1] Group 2 - In Africa, energy investment is expected to shrink by one-third compared to 2015, with clean energy investment accounting for only 2% [2] - The report indicates a slowdown in the global energy investment boom under the "green transition," with energy sector venture capital declining while AI investment has surged to $84 billion [2] - Approximately 70% of new energy transition investments in the past five years have come from fossil fuel net-importing countries, driven by significant increases in investment from China, Europe, and India [2] Group 3 - The global energy investment landscape is being reshaped by the "electricity-dominated era," with projected electricity sector investment reaching $1.5 trillion in 2025 [3] - Solar energy investment is expected to reach $450 billion in 2025, with battery storage systems becoming a key driver in emerging economies [3] - Oil upstream investment is projected to decline by 6% in 2025, potentially marking the largest drop since 2016, while global natural gas investment is expected to remain stable [3] Group 4 - Investment in low-carbon fuels is projected to reach nearly $30 billion in 2025, potentially setting a historical high, with carbon capture projects expected to grow tenfold by 2027 if all approved projects proceed as planned [4] - The report emphasizes the critical need for timely investment to ensure energy security, sustainability, and affordability, noting that current global grid investment of $400 billion is insufficient to meet rising electricity demand [4] Group 5 - To achieve the goal set at the 28th UN Climate Change Conference to triple global renewable energy generation capacity by 2030, annual investment in renewable energy must double, alongside increased investment in supporting grids and storage [5] - The report calls for expanded climate financing for developing countries to meet the target of raising at least $1.3 trillion for low-carbon projects by 2035 [5]